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JBD WEALTH MANAGEMENT LLC

Company Details

Name: JBD WEALTH MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 28 Jun 2017 (8 years ago)
Entity Number: 5161978
ZIP code: 12065
County: Suffolk
Place of Formation: New York
Address: ORDD LAW, 19 EXECUTIVE PARK DRIVE, CLIFTON PARK, NY, United States, 12065

DOS Process Agent

Name Role Address
BRIAN S. STROHL, ESQ. DOS Process Agent ORDD LAW, 19 EXECUTIVE PARK DRIVE, CLIFTON PARK, NY, United States, 12065

Filings

Filing Number Date Filed Type Effective Date
170628010111 2017-06-28 ARTICLES OF ORGANIZATION 2017-06-28

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2633837300 2020-04-29 0235 PPP 105 Maxess Road Suite 314, Melville, NY, 11747
Loan Status Date 2021-08-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 10800
Loan Approval Amount (current) 10800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 455644
Servicing Lender Name Live Oak Banking Company
Servicing Lender Address 1741 Tiburon Dr, WILMINGTON, NC, 28403-6244
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Melville, SUFFOLK, NY, 11747-0001
Project Congressional District NY-01
Number of Employees 1
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 455644
Originating Lender Name Live Oak Banking Company
Originating Lender Address WILMINGTON, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 10933.15
Forgiveness Paid Date 2021-07-29

Date of last update: 24 Mar 2025

Sources: New York Secretary of State