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American Portfolios Financial Services, Inc.

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Company Details

Name: American Portfolios Financial Services, Inc.
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Activ
Date of Organization in Rhode Island: 28 Jan 2011 (14 years ago)
Branch of: American Portfolios Financial Services, Inc., NEW YORK (Company Number 1448471)
Identification Number: 000575904
Place of Formation: NEW YORK
Purpose: BROKER-DEALER
Principal Address: Google Maps Logo 4250 VETERANS MEMORIAL HWY STE. 420E, HOLBROOK, NY, 11741, USA

Industry & Business Activity

NAICS

523120 Securities Brokerage

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) between buyers and sellers in buying or selling securities on a commission or transaction fee basis. Learn more at the U.S. Census Bureau

Agent

Name Role Address
CORPORATION SERVICE COMPANY Agent 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA

TREASURER

Name Role Address
DAVID SCHMIDT TREASURER 18700 N. HAYDEN RD., SUITE 255 SCOTTSDALE, AZ 85255 USA

DIRECTOR

Name Role Address
GREG CORNICK DIRECTOR 18700 N. HAYDEN RD., SUITE 255 SCOTTSDALE, AZ 85255 USA
LON DOLBER DIRECTOR 18700 N. HAYDEN RD., SUITE 255 SCOTTSDALE, AZ 85255 USA
MATTHEW SCHLUETER DIRECTOR 2300 WINDY RIDGE PARKWAY, SUITE 750 ATLANTA, GA 30339 USA

PRESIDENT

Name Role Address
LON DOLBER PRESIDENT 18700 N. HAYDEN RD., SUITE 255 SCOTTSDALE, AZ 85255 USA

SECRETARY

Name Role Address
NINA MCKENNA SECRETARY 18700 N. HAYDEN RD., SUITE 255 SCOTTSDALE, AZ 85255 USA

CHAIRMAN

Name Role Address
JAMIE PRICE CHAIRMAN 18700 N. HAYDEN RD., SUITE 255 SCOTTSDALE, AZ 85255 USA

Filings

Number Name File Date
202453578000 Annual Report 2024-05-01
202335044960 Annual Report 2023-05-01
202225543160 Statement of Change of Registered/Resident Agent 2022-12-29
202221392870 Statement of Change of Registered/Resident Agent 2022-07-18
202100287480 Annual Report 2021-08-23

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Date of last update: 30 May 2025

Sources: Rhode Island Department of State