| Name: | LEBENTHAL FINANCIAL SERVICES, INC. |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC BUSINESS CORPORATION |
| Status: | Active |
| Date of registration: | 13 Jul 2005 (19 years ago) |
| Entity Number: | 3230140 |
| ZIP code: | 11753 |
| County: | Nassau |
| Place of Formation: | New York |
| Principal Address: | 255 EXECUTIVE DR, STE 209, PLAINVIEW, NY, United States, 11803 |
| Address: | 500 N. BROADWAY, SUITE 238, JERICHO, NY, United States, 11753 |
Shares Details
Shares issued 200
Share Par Value 0
Type NO PAR VALUE
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1342721 | 500 N. BROADWAY, SUITE 238, JERICHO, NY, 11753 | 500 N. BROADWAY, SUITE 238, JERICHO, NY, 11753 | 516 349-5555 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | X-17A-5 |
| File number | 008-67140 |
| Filing date | 2024-02-27 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-03-01
| Form type | X-17A-5 |
| File number | 008-67140 |
| Filing date | 2023-03-01 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-03-30
| Form type | X-17A-5 |
| File number | 008-67140 |
| Filing date | 2022-03-30 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-03-01
| Form type | X-17A-5 |
| File number | 008-67140 |
| Filing date | 2021-03-01 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-03-02
| Form type | X-17A-5 |
| File number | 008-67140 |
| Filing date | 2020-03-02 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-03-14
| Form type | X-17A-5 |
| File number | 008-67140 |
| Filing date | 2019-03-14 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-03-01
| Form type | X-17A-5 |
| File number | 008-67140 |
| Filing date | 2018-03-01 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-03-01
| Form type | X-17A-5 |
| File number | 008-67140 |
| Filing date | 2017-03-01 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-03-08
| Form type | FOCUSN/A |
| File number | 008-67140 |
| Filing date | 2016-03-08 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2016-03-08
| Form type | X-17A-5 |
| File number | 008-67140 |
| Filing date | 2016-03-08 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2016-02-29
| Form type | FOCUSN |
| File number | 008-67140 |
| Filing date | 2016-02-29 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-03-02
| Form type | FOCUSN |
| File number | 008-67140 |
| Filing date | 2015-03-02 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2015-03-02
| Form type | X-17A-5 |
| File number | 008-67140 |
| Filing date | 2015-03-02 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-03-04
| Form type | FOCUSN |
| File number | 008-67140 |
| Filing date | 2014-03-04 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2014-03-04
| Form type | X-17A-5 |
| File number | 008-67140 |
| Filing date | 2014-03-04 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-03-01
| Form type | FOCUSN |
| File number | 008-67140 |
| Filing date | 2013-03-01 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2013-03-01
| Form type | X-17A-5 |
| File number | 008-67140 |
| Filing date | 2013-03-01 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-02-28
| Form type | X-17A-5 |
| File number | 008-67140 |
| Filing date | 2012-02-28 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2011-03-01
| Form type | X-17A-5 |
| File number | 008-67140 |
| Filing date | 2011-03-01 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2010-03-10
| Form type | X-17A-5/A |
| File number | 008-67140 |
| Filing date | 2010-03-10 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2010-02-25
| Form type | X-17A-5 |
| File number | 008-67140 |
| Filing date | 2010-02-25 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2009-02-25
| Form type | X-17A-5 |
| File number | 008-67140 |
| Filing date | 2009-02-25 |
| Reporting date | 2008-12-31 |
| File | View File |
Filings since 2007-11-21
| Form type | X-17A-5 |
| File number | 008-67140 |
| Filing date | 2007-11-21 |
| Reporting date | 2007-09-30 |
| File | View File |
Filings since 2006-11-30
| Form type | X-17A-5 |
| File number | 008-67140 |
| Filing date | 2006-11-30 |
| Reporting date | 2006-09-30 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEBENTHAL FINANCIAL SERVICES, INC. 401(K) PLAN | 2023 | 203156765 | 2024-09-01 | LEBENTHAL FINANCIAL SERVICES, INC. | 11 | |||||||||||||
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| LEBENTHAL FINANCIAL SERVICES, INC. 401(K) PLAN | 2022 | 203156765 | 2023-09-25 | LEBENTHAL FINANCIAL SERVICES, INC. | 10 | |||||||||||||
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| LEBENTHAL FINANCIAL SERVICES, INC. 401(K) PLAN | 2021 | 203156765 | 2022-09-21 | LEBENTHAL FINANCIAL SERVICES, INC. | 10 | |||||||||||||
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| LEBENTHAL FINANCIAL SERVICES, INC. 401(K) PLAN | 2020 | 203156765 | 2021-09-13 | LEBENTHAL FINANCIAL SERVICES, INC. | 10 | |||||||||||||
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| LEBENTHAL FINANCIAL SERVICES, INC. 401(K) PLAN | 2019 | 203156765 | 2020-09-11 | LEBENTHAL FINANCIAL SERVICES, INC. | 10 | |||||||||||||
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| LEBENTHAL FINANCIAL SERVICES, INC. 401(K) PLAN | 2018 | 203156765 | 2019-09-27 | LEBENTHAL FINANCIAL SERVICES, INC. | 9 | |||||||||||||
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| Name | Role | Address |
|---|---|---|
| THE CORPORATION | DOS Process Agent | 500 N. BROADWAY, SUITE 238, JERICHO, NY, United States, 11753 |
| Name | Role | Address |
|---|---|---|
| MICHAEL HARTZMAN | Chief Executive Officer | 255 EXECUTIVE DR, STE 209, PLAINVIEW, NY, United States, 11803 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2021-08-18 | 2023-10-27 | Shares | Share type: NO PAR VALUE, Number of shares: 200, Par value: 0 |
| 2007-07-11 | 2019-02-25 | Address | 255 EXECUTIVE DR, STE 209, PLAINVIEW, NY, 11803, USA (Type of address: Service of Process) |
| 2005-07-13 | 2021-08-18 | Shares | Share type: NO PAR VALUE, Number of shares: 200, Par value: 0 |
| 2005-07-13 | 2007-07-11 | Address | 255 EXECUTIVE DRIVE, SUITE 209, PLAINVIEW, NY, 11803, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 190225000400 | 2019-02-25 | CERTIFICATE OF AMENDMENT | 2019-02-25 |
| 130723002219 | 2013-07-23 | BIENNIAL STATEMENT | 2013-07-01 |
| 110722002305 | 2011-07-22 | BIENNIAL STATEMENT | 2011-07-01 |
| 090702002427 | 2009-07-02 | BIENNIAL STATEMENT | 2009-07-01 |
| 070711003030 | 2007-07-11 | BIENNIAL STATEMENT | 2007-07-01 |
| 050713000484 | 2005-07-13 | CERTIFICATE OF INCORPORATION | 2005-07-13 |
Date of last update: 28 Nov 2024
Sources: New York Secretary of State
