| Name: | HILLCREST WEALTH ADVISORS - NY, LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 03 Mar 2003 (22 years ago) (Companies founded in March 2003) |
| Entity Number: | 2876368 |
| ZIP code: | 07733 (Companies in New York, 07733) |
| County: | New York |
| Place of Formation: | New York |
| Address: | 101 CRAWFORDS CORNER ROAD, HOLMDEL, NJ, United States, 07733 |
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| 1767121 | 100 VILLAGE COURT, SUITE 202, HAZLET, NJ, 07730 | 100 VILLAGE COURT, SUITE 202, HAZLET, NJ, 07730 | 732.837.4455 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | N-PX |
| File number | 028-19076 |
| Filing date | 2024-07-19 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-18
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2024-07-18 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-11
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2024-04-11 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-12
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2024-01-12 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-17
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2023-10-17 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-31
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2023-07-31 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-08
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2023-05-08 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-08
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2023-02-08 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-03
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2022-11-03 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-02
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2022-08-02 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-09
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2022-05-09 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-04
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2022-02-04 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-26
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2021-10-26 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-03
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2021-08-03 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-28
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2021-04-28 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-03
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2021-02-03 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-21
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2020-10-21 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-03
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2020-08-03 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-28
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2020-04-28 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-30
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2020-01-30 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-17
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2019-10-17 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-06
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2019-08-06 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-10
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2019-05-10 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-08
| Form type | 13F-HR |
| File number | 028-19076 |
| Filing date | 2019-02-08 |
| Reporting date | 2018-12-31 |
| File | View File |
| Name | Role | Address |
|---|---|---|
| DAN YU | Agent | 1 HILLCREST COURT, HOLMDEL, NJ, 07733 |
| Name | Role | Address |
|---|---|---|
| HILLCREST WEALTH ADVISORS - NY, LLC | DOS Process Agent | 101 CRAWFORDS CORNER ROAD, HOLMDEL, NJ, United States, 07733 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2018-06-01 | 2021-02-25 | Address | 101 CRAWFORDS CORNER ROAD, SUITE 1311, HOLMDEL, NJ, 07733, USA (Type of address: Service of Process) |
| 2010-09-14 | 2018-04-26 | Name | EISNERAMPER WEALTH ADVISORS, LLC |
| 2010-01-07 | 2010-09-14 | Name | EISNER WEALTH PLANNING LLC |
| 2007-03-09 | 2018-06-01 | Address | 750 THIRD AVE, NEW YORK, NY, 10017, USA (Type of address: Service of Process) |
| 2003-03-03 | 2010-01-07 | Name | EISNER RETIREMENT SOLUTIONS LLC |
| 2003-03-03 | 2007-03-09 | Address | ATTN: BRETT JAMES, 750 THIRD AVENUE, NEW YORK, NY, 10017, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 210315060510 | 2021-03-15 | BIENNIAL STATEMENT | 2021-03-01 |
| 210225060008 | 2021-02-25 | BIENNIAL STATEMENT | 2019-03-01 |
| 190422002020 | 2019-04-22 | BIENNIAL STATEMENT | 2019-03-01 |
| 190211061175 | 2019-02-11 | BIENNIAL STATEMENT | 2017-03-01 |
| 180601000296 | 2018-06-01 | CERTIFICATE OF CHANGE | 2018-06-01 |
| 180426000189 | 2018-04-26 | CERTIFICATE OF AMENDMENT | 2018-04-26 |
| 130429002561 | 2013-04-29 | BIENNIAL STATEMENT | 2013-03-01 |
| 110329002717 | 2011-03-29 | BIENNIAL STATEMENT | 2011-03-01 |
| 100914000210 | 2010-09-14 | CERTIFICATE OF AMENDMENT | 2010-09-14 |
| 100107000749 | 2010-01-07 | CERTIFICATE OF AMENDMENT | 2010-01-07 |
Date of last update: 11 Nov 2024
Sources: New York Secretary of State
