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SECOND LEVEL WEALTH MANAGEMENT, LLC

Company Details

Name: SECOND LEVEL WEALTH MANAGEMENT, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 22 Jun 2015 (10 years ago)
Entity Number: 4778460
ZIP code: 11514
County: Nassau
Place of Formation: New York
Address: 370 BROADWAY, CARLE PLACE, NY, United States, 11514

DOS Process Agent

Name Role Address
PHILIP J. CANZONERI DOS Process Agent 370 BROADWAY, CARLE PLACE, NY, United States, 11514

Filings

Filing Number Date Filed Type Effective Date
150918000620 2015-09-18 CERTIFICATE OF PUBLICATION 2015-09-18
150622010336 2015-06-22 ARTICLES OF ORGANIZATION 2015-06-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1981767708 2020-05-01 0235 PPP 370 BROADWAY, CARLE PLACE, NY, 11514
Loan Status Date 2021-04-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20832
Loan Approval Amount (current) 20832
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CARLE PLACE, NASSAU, NY, 11514-0002
Project Congressional District NY-03
Number of Employees 1
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 21018.57
Forgiveness Paid Date 2021-03-29

Date of last update: 25 Mar 2025

Sources: New York Secretary of State