American Portfolios Financial Services, Inc.

North Carolina
Registered In
06/21/2002
Incorp. Date
Foreign
Registration Type
New York
Foreign Jurisdiction

Company Summary

American Portfolios Financial Services, Inc. in Holbrook, NY lists Lon Dolber and Melissa Dolber-Grappone of Holbrook, NY

Registered In
North Carolina
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
New York
Company Type
Business Corporation
Status
Current-Active
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Corporation Service Company Registered Agent
2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608
Lon Dolber President
4250 VETERANS MEMORIAL HIGHWAY 4TH FL EAST, HOLBROOK, NY 11741 (View Past Addresses)
Melissa Dolber-Grappone Secretary
4250 VETERANS MEMORIAL HIGHWAY 4TH FL EAST, HOLBROOK, NY 11741
David Schmidt Treasurer
20 E THOMAS RD, PHOENIX, AZ 85012
Nina Mckenna Assistant Secretary
20 E THOMAS RD STE 2000, PHOENIX, AZ 85012 (View Past Addresses)
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4250 VETERANS MEMORIAL HIGHWAY 4TH FL EAST, HOLBROOK, NY 11741 View Map
2626 GLENWOOD AVE STE 550, RALEIGH, NC 27608 (Mailing) View Map
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Financial Information for American Portfolios Financial Services, Inc.

Form 5500

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

4250 Veterans Memorial Hwy. Suite 420e, Holbrook, Ny 11741 (631) 439-4600 EIN:47-3884737 Plan Admin:Jeffrey Green
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameAMERICAN PORTFOLIOS HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY124 / 0 Assets BOY/EOY$0 / $0 2022 AMERICAN PORTFOLIOS HEALTH AND WELFARE PLAN - Plan #501 124 / 0 $0 / $0
2021 Plan NameAMERICAN PORTFOLIOS HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY116 / 0 Assets BOY/EOY$0 / $0 2021 AMERICAN PORTFOLIOS HEALTH AND WELFARE PLAN - Plan #501 116 / 0 $0 / $0
2020 Plan NameAMERICAN PORTFOLIOS HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY107 / 0 Assets BOY/EOY$0 / $0 2020 AMERICAN PORTFOLIOS HEALTH AND WELFARE PLAN - Plan #501 107 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
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American Portfolios Financial Services, Inc. Registered in Massachusetts
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American Portfolios Financial Services, Inc. Registered in New Hampshire
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Bismarck, ND Holbrook, NY View Report
Holbrook, NY Tumwater, WA View Report
Address Match:4250 Veterans Memorial Highway 4th Fl East Holbrook, NY
American Portfolios Advisors, Inc. Registered in West Virginia
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American Portfolios Advisors, Inc. Registered in Connecticut
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American Portfolios Advisors, Inc. Registered in Massachusetts
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American Portfolios Advisors, Inc. Registered in Florida
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Address Match:2626 Glenwood Ave Ste 550 Raleigh, NC
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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor
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