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JTL WEALTH MANAGEMENT, INC.

Company Details

Name: JTL WEALTH MANAGEMENT, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 02 Mar 2017 (8 years ago)
Entity Number: 5095150
ZIP code: 11803
County: Nassau
Place of Formation: New York
Address: 68 FLORAL DRIVE W, PLAINVIEW, NY, United States, 11803

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Chief Executive Officer

Name Role Address
JONATHAN MOSENSON Chief Executive Officer 68 FLORAL DRIVE W., PLAINVIEW, NY, United States, 11803

DOS Process Agent

Name Role Address
JTL WEALTH MANAGEMENT, INC. DOS Process Agent 68 FLORAL DRIVE W, PLAINVIEW, NY, United States, 11803

History

Start date End date Type Value
2019-06-05 2021-03-01 Address 14 PEARL STREET, BETHPAGE, NY, 11714, USA (Type of address: Chief Executive Officer)
2017-03-02 2021-03-01 Address 14 PEARL ST, BETHPAGE, NY, 11714, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210301061045 2021-03-01 BIENNIAL STATEMENT 2021-03-01
190605060030 2019-06-05 BIENNIAL STATEMENT 2019-03-01
170303000442 2017-03-03 CERTIFICATE OF CHANGE 2017-03-03
170302010363 2017-03-02 CERTIFICATE OF INCORPORATION 2017-03-02

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3196297310 2020-04-29 0235 PPP 333 Earle Ovington Blvd. Ste. 402, Uniondale, NY, 11553
Loan Status Date 2021-04-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 3875
Loan Approval Amount (current) 3875
Undisbursed Amount 0
Franchise Name -
Lender Location ID 45120
Servicing Lender Name Valley National Bank
Servicing Lender Address 615 Main Ave, PASSAIC, NJ, 07055-5066
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Uniondale, NASSAU, NY, 11553-0001
Project Congressional District NY-04
Number of Employees 1
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 45120
Originating Lender Name Valley National Bank
Originating Lender Address PASSAIC, NJ
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 3909.34
Forgiveness Paid Date 2021-03-23

Date of last update: 24 Mar 2025

Sources: New York Secretary of State