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J&D ADVISORY SERVICES, LLC

Company Details

Name: J&D ADVISORY SERVICES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 07 Feb 2003 (22 years ago)
Entity Number: 2867695
ZIP code: 33153
County: Westchester
Place of Formation: New York
Address: 9825 NE 2nd Ave, #530935, Miami, FL, United States, 33153

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
J&D ADVISORY SERVICES, LLC 401(K) PROFIT SHARING PLAN 2023 260058671 2024-06-19 J&D ADVISORY SERVICES, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129811777
Plan sponsor’s address C/O JEFF LEVIEN, 178 COLUMBUS AVE-231409, NY, NY, 10023

Signature of

Role Plan administrator
Date 2024-06-19
Name of individual signing JEFF LEVIEN
J&D ADVISORY SERVICES, LLC 401(K) PROFIT SHARING PLAN 2022 260058671 2023-07-17 J&D ADVISORY SERVICES, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129811777
Plan sponsor’s address C/O JEFF LEVIEN, 178 COLUMBUS AVE-231409, NY, NY, 10023

Signature of

Role Plan administrator
Date 2023-07-17
Name of individual signing JEFF LEVIEN
J&D ADVISORY SERVICES, LLC 401(K) PROFIT SHARING PLAN 2021 260058671 2022-11-02 J&D ADVISORY SERVICES, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129811777
Plan sponsor’s address C/O P.O. BOX 599, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2022-11-02
Name of individual signing JEFF LEVIEN
J&D ADVISORY SERVICES, LLC 401(K) PROFIT SHARING PLAN 2021 260058671 2022-06-13 J&D ADVISORY SERVICES, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129811777
Plan sponsor’s address C/O JEFF LEVIEN, 178 COLUMBUS AVE-231409, NY, NY, 10023

Signature of

Role Plan administrator
Date 2022-06-13
Name of individual signing JEFF LEVIEN
J&D ADVISORY SERVICES, LLC 401(K) PROFIT SHARING PLAN 2020 260058671 2021-06-17 J&D ADVISORY SERVICES, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129811777
Plan sponsor’s address C/O JEFF LEVIEN, 178 COLUMBUS AVE-231409, NY, NY, 10023

Signature of

Role Plan administrator
Date 2021-06-17
Name of individual signing JEFF LEVIEN
J&D ADVISORY SERVICES, LLC 401(K) PROFIT SHARING PLAN 2019 260058671 2022-11-02 J&D ADVISORY SERVICES, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129811777
Plan sponsor’s address C/O P.O. BOX 599, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2022-11-02
Name of individual signing JEFF LEVIEN
J&D ADVISORY SERVICES, LLC 401(K) PROFIT SHARING PLAN 2019 260058671 2020-10-16 J&D ADVISORY SERVICES, LLC 2
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129811777
Plan sponsor’s address C/O P.O. BOX 599, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2020-10-16
Name of individual signing JEFF LEVIEN
J&D ADVISORY SERVICES, LLC 401(K) PROFIT SHARING PLAN 2018 260058671 2020-10-16 J&D ADVISORY SERVICES, LLC 2
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129811777
Plan sponsor’s address C/O P.O. BOX 599, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2020-10-16
Name of individual signing JEFF LEVIEN
J&D ADVISORY SERVICES, LLC 401(K) PROFIT SHARING PLAN 2017 260058671 2018-10-14 J&D ADVISORY SERVICES, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129811777
Plan sponsor’s address C/O P.O. BOX 599, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2018-10-13
Name of individual signing JEFFREY LEVIEN
J&D ADVISORY SERVICES, LLC 401(K) PROFIT SHARING PLAN 2016 260058671 2017-10-12 J&D ADVISORY SERVICES, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2129811777
Plan sponsor’s address C/O P.O. BOX 599, ARMONK, NY, 10504

Signature of

Role Plan administrator
Date 2017-10-12
Name of individual signing DAVID STEIN
Role Employer/plan sponsor
Date 2017-10-12
Name of individual signing DAVID STEIN

Agent

Name Role Address
JEFFREY S. LEVIEN Agent 178 columbus ave, #231409, NEW YORK, NY, 10023

DOS Process Agent

Name Role Address
DAVID L STEIN DOS Process Agent 9825 NE 2nd Ave, #530935, Miami, FL, United States, 33153

History

Start date End date Type Value
2019-05-01 2023-09-04 Address 250 95TH STREET, #546352, SURFSIDE, FL, 33154, USA (Type of address: Service of Process)
2017-02-03 2019-05-01 Address 217 EAST 70TH ST, #627, NEW YORK, NY, 10021, USA (Type of address: Service of Process)
2013-02-05 2017-02-03 Address P.O. BOX 599, ARMONK, NY, 10504, USA (Type of address: Service of Process)
2009-07-24 2013-02-05 Address P.O. BOX 599, ARMONK, NY, 10504, USA (Type of address: Service of Process)
2009-03-10 2009-07-24 Address THE CHRYSTER BLDG, PO BOX 599, ARMONK, NY, 10504, USA (Type of address: Service of Process)
2005-02-24 2009-03-10 Address THE CHRYSTER BLDG, 405 LEXINGTON AVE 50TH FL, NEW YORK, NY, 10174, USA (Type of address: Service of Process)
2003-02-07 2023-09-04 Address 5 SUNRISE PLACE, ARMONK, NY, 10504, USA (Type of address: Registered Agent)
2003-02-07 2005-02-24 Address 5 SUNRISE PLACE, ARMONK, NY, 10504, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230204000916 2023-02-04 BIENNIAL STATEMENT 2023-02-01
230904000137 2022-04-06 CERTIFICATE OF CHANGE BY ENTITY 2022-04-06
210222060346 2021-02-22 BIENNIAL STATEMENT 2021-02-01
190501061794 2019-05-01 BIENNIAL STATEMENT 2019-02-01
170203006223 2017-02-03 BIENNIAL STATEMENT 2017-02-01
150506006393 2015-05-06 BIENNIAL STATEMENT 2015-02-01
130205007337 2013-02-05 BIENNIAL STATEMENT 2013-02-01
110518003051 2011-05-18 BIENNIAL STATEMENT 2011-02-01
090724000043 2009-07-24 CERTIFICATE OF CHANGE 2009-07-24
090310002071 2009-03-10 BIENNIAL STATEMENT 2009-02-01

Date of last update: 28 Nov 2024

Sources: New York Secretary of State