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3D WEALTH MANAGEMENT SERVICES, INC.

Company Details

Name: 3D WEALTH MANAGEMENT SERVICES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 10 Sep 1981 (44 years ago)
Entity Number: 721675
ZIP code: 11560
County: Nassau
Place of Formation: New York
Address: 152 FOREST AVENUE, LOCUST VALLEY, NY, United States, 11560

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

DOS Process Agent

Name Role Address
3 DIMENSIONAL WEALTH DOS Process Agent 152 FOREST AVENUE, LOCUST VALLEY, NY, United States, 11560

History

Start date End date Type Value
1981-09-10 2015-06-25 Address 75 PLANDOM ROAD, MANHASSET, NY, 11030, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
150625000159 2015-06-25 CERTIFICATE OF AMENDMENT 2015-06-25
A796690-5 1981-09-10 CERTIFICATE OF INCORPORATION 1981-09-10

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1996247305 2020-04-29 0235 PPP 152 FOREST AVE, LOCUST VALLEY, NY, 11560
Loan Status Date 2021-01-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 85245
Loan Approval Amount (current) 85245
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 LOCUST VALLEY, NASSAU, NY, 11560-0001
Project Congressional District NY-03
Number of Employees 8
NAICS code 561110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 85757.84
Forgiveness Paid Date 2020-12-08

Date of last update: 17 Mar 2025

Sources: New York Secretary of State