DISCIPLINED PORTFOLIO SOLUTIONS, LLC

Company Details

Name:	DISCIPLINED PORTFOLIO SOLUTIONS, LLC
Jurisdiction:	New York
Legal type:	DOMESTIC LIMITED LIABILITY COMPANY
Status:	Active
Date of registration:	21 Dec 2011 (13 years ago)
Entity Number:	4179459
ZIP code:	11725
County:	Suffolk
Place of Formation:	New York
Address:	2171 JERICHO TURNPIKE, SUITE 347, COMMACK, NY, United States, 11725

Name	Role	Address
DISCIPLINED PORTFOLIO SOLUTIONS, LLC	DOS Process Agent	2171 JERICHO TURNPIKE, SUITE 347, COMMACK, NY, United States, 11725

Start date	End date	Type	Value
2013-12-23	2023-12-04	Address	2171 JERICHO TURNPIKE, SUITE 347, COMMACK, NY, 11725, USA (Type of address: Service of Process)
2011-12-21	2013-12-23	Address	24 WEST FARMS LANE, COMMACK, NY, 11725, USA (Type of address: Service of Process)

Filing Number	Date Filed	Type	Effective Date
231204003016	2023-12-04	BIENNIAL STATEMENT	2023-12-01
211201001220	2021-12-01	BIENNIAL STATEMENT	2021-12-01
200106060975	2020-01-06	BIENNIAL STATEMENT	2019-12-01
171205006331	2017-12-05	BIENNIAL STATEMENT	2017-12-01
151204006113	2015-12-04	BIENNIAL STATEMENT	2015-12-01
131223006172	2013-12-23	BIENNIAL STATEMENT	2013-12-01
120629000257	2012-06-29	CERTIFICATE OF PUBLICATION	2012-06-29
111221000601	2011-12-21	ARTICLES OF ORGANIZATION	2011-12-21

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

5372377102

2020-04-13

0235

PPP

2171 Jericho Tpk, COMMACK, NY, 11725-2900

Loan Status Date	2021-08-24
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	34952
Loan Approval Amount (current)	34952
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	29805
Servicing Lender Name	TD Bank, National Association
Servicing Lender Address	2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	COMMACK, SUFFOLK, NY, 11725-2900
Project Congressional District	NY-01
Number of Employees	3
NAICS code	523920
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Limited Liability Company(LLC)
Originating Lender ID	29805
Originating Lender Name	TD Bank, National Association
Originating Lender Address	WILMINGTON, DE
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	35388.9
Forgiveness Paid Date	2021-07-15

Date of last update: 26 Mar 2025