ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.

CRD #126685 SEC #801-62457 PLAINVIEW, NY 516-887-4433

SEC Registered

Total AUM

$464.3M

Discretionary

$265.1M

Employees

Clients

Accounts

283

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: SEPTEMBER
Registration Date: --
Latest Filing: Dec 11, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BOYARSKY, JOEL	I	CHAIRMAN OF BOARD;CEO	NA	Control
BOYARSKY, JOEL	I	CHAIRMAN OF BOARD;CEO	NA	Control
BOYARSKY, JOEL	I	CHAIRMAN OF BOARD;CEO	NA	Control
BOYARSKY, JOEL	I	CHAIRMAN OF BOARD; CO-CEO	NA	Control
BOYARSKY, JOEL	I	CHAIRMAN OF BOARD;CEO	NA	Control
BOYARSKY, JOEL	I	CHAIRMAN OF BOARD; CO-CEO	NA	Control
BOYARSKY, JOEL	I	CHAIRMAN OF BOARD; CO-CEO	NA	Control
BOYARSKY, JOEL	I	CHAIRMAN OF BOARD;CEO	NA	Control
BOYARSKY, JOEL	I	CHAIRMAN OF BOARD;CEO	NA	Control
BOYARSKY, JOEL	I	CHAIRMAN OF BOARD;CEO	NA	Control
BOYARSKY, JOEL	I	CHAIRMAN OF BOARD;CEO	NA	Control
BOYARSKY, JOEL	I	CHAIRMAN OF BOARD;CEO	NA	Control
BOYARSKY, JOEL	I	CHAIRMAN OF BOARD;CEO	NA	Control
BOYARSKY, JOEL	I	CHAIRMAN OF BOARD;CEO	NA	Control
BOYARSKY, JOEL	I	CHAIRMAN OF BOARD;CEO	NA	Control
BOYARSKY, JOEL	I	CHAIRMAN OF BOARD;CEO	NA	Control
BOYARSKY, JOEL	I	CHAIRMAN OF BOARD;CEO	NA	Control
BOYARSKY, NEIL, WESLEY	I	DIRECTOR OF MARKETING	NA	Control
BOYARSKY, NEIL, WESLEY	I	DIRECTOR OF MARKETING	NA	Control
BOYARSKY, NEIL, WESLEY	I	EXECUTIVE VICE PRESIDENT/DIRECTOR	NA	Control
BOYARSKY, NEIL, WESLEY	I	EXECUTIVE VICE PRESIDENT/DIRECTOR	NA	Control
BOYARSKY, NEIL, WESLEY	I	EXECUTIVE VICE PRESIDENT/DIRECTOR	NA	Control
BOYARSKY, NEIL, WESLEY	I	EXECUTIVE VICE PRESIDENT/DIRECTOR	NA	Control
BOYARSKY, NEIL, WESLEY	I	EXECUTIVE VICE PRESIDENT/DIRECTOR	NA	Control
BOYARSKY, NEIL, WESLEY	I	EXECUTIVE VICE PRESIDENT/DIRECTOR	NA	Control
BOYARSKY, NEIL, WESLEY	I	EXECUTIVE VICE PRESIDENT/DIRECTOR	NA	Control
BOYARSKY, NEIL, WESLEY	I	EXECUTIVE VICE PRESIDENT/DIRECTOR	NA	Control
BOYARSKY, NEIL, WESLEY	I	EXECUTIVE VICE PRESIDENT/DIRECTOR	NA	Control
BOYARSKY, NEIL, WESLEY	I	EXECUTIVE VICE PRESIDENT	NA	Control
BOYARSKY, NEIL, WESLEY	I	EXECUTIVE VICE PRESIDENT	NA	Control
BYSTROM, DANIEL, ROBERT	I	CHIEF ANALYST - RISK MANAGEMENT	NA	Control
BYSTROM, DANIEL, ROBERT	I	CHIEF ANALYST - RISK MANAGEMENT	NA	Control
BYSTROM, DANIEL, ROBERT	I	PRESIDENT	NA	Control
BYSTROM, DANIEL, ROBERT	I	CHIEF ANALYST - RISK MANAGEMENT	NA	Control
BYSTROM, DANIEL, ROBERT	I	PRESIDENT	NA	Control
BYSTROM, DANIEL, ROBERT	I	PRESIDENT	NA	Control
BYSTROM, DANIEL, ROBERT	I	SVP	NA	Control
BYSTROM, DANIEL, ROBERT	I	SVP	NA	Control
BYSTROM, DANIEL, ROBERT	I	SVP	NA	Control
BYSTROM, DANIEL, ROBERT	I	SVP	NA	Control
BYSTROM, DANIEL, ROBERT	I	SVP	NA	Control
BYSTROM, DANIEL, ROBERT	I	SVP	NA	Control
GOSS, MICHAEL, EDMOND	I	DIRECTOR	NA	Control
HARTSTEIN, WILLIAM	I	FINANCIAL OFFICER	NA	Control
HARTSTEIN, WILLIAM	I	FINANCIAL OFFICER	NA	Control
HARTSTEIN, WILLIAM	I	FINANCIAL OFFICER	NA	Control
HARTSTEIN, WILLIAM	I	FINANCIAL OFFICER	NA	Control
HARTSTEIN, WILLIAM	I	FINANCIAL OFFICER	NA	Control
HARTSTEIN, WILLIAM	I	FINANCIAL OFFICER	NA	Control
HILZENRATH, ROBERT, JAY	I	DIRECTOR	NA	Control
LAMENA, MICHAEL, ANTHONY	I	CHIEF EXECUTIVE OFFICER	NA	Control
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA	Control
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA	Control
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA	Control
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA	Control
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA	Control
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
NELSON, CARL, EDWARD	I	PRESIDENT	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
O'MALLEY, EDWARD, JOSEPH	I	COO/CIO/CCO	NA	Control
O'MALLEY, EDWARD, JOSEPH	I	COO/CIO/CHIEF COMPLIANCE OFFICER	NA	Control
O'MALLEY, EDWARD, JOSEPH	I	COO/CIO/CHIEF COMPLIANCE OFFICER	NA	Control
O'MALLEY, EDWARD, JOSEPH	I	COO/CIO	NA	Control
O'MALLEY, EDWARD, JOSEPH	I	COO/CIO/CHIEF COMPLIANCE OFFICER	NA	Control
O'MALLEY, EDWARD, JOSEPH	I	COO/CIO	NA	Control
O'MALLEY, EDWARD, JOSEPH	I	COO/CIO	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SHAPIRO, BRUCE, HOWARD	I	COO/CIO/CHIEF COMPLIANCE OFFICER	NA	Control
SHAPIRO, BRUCE, HOWARD	I	COO/CIO/CHIEF COMPLIANCE OFFICER	NA	Control
SHAPIRO, BRUCE, HOWARD	I	COO/CIO/CHIEF COMPLIANCE OFFICER	NA	Control
SHAPIRO, BRUCE, HOWARD	I	COO/CIO/CHIEF COMPLIANCE OFFICER	NA	Control
SHAPIRO, BRUCE, HOWARD	I	COO/CIO/CHIEF COMPLIANCE OFFICER	NA	Control
SHAPIRO, BRUCE, HOWARD	I	COO/CIO/CHIEF COMPLIANCE OFFICER	NA	Control
SHAPIRO, BRUCE, HOWARD	I	COO/CIO/CHIEF COMPLIANCE OFFICER	NA	Control
SHAPIRO, BRUCE, HOWARD	I	COO/CIO/CHIEF COMPLIANCE OFFICER	NA	Control
SHAPIRO, BRUCE, HOWARD	I	COO/CIO/CHIEF COMPLIANCE OFFICER	NA	Control
SHAPIRO, BRUCE, HOWARD	I	COO/CIO/CHIEF COMPLIANCE OFFICER	NA	Control
SHAPIRO, BRUCE, HOWARD	I	COO/CIO/CHIEF COMPLIANCE OFFICER	NA	Control
SHAPIRO, BRUCE, HOWARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHAPIRO, BRUCE, HOWARD	I	COO/CIO/CHIEF COMPLIANCE OFFICER	NA	Control
SHAPIRO, BRUCE, HOWARD	I	SR. INVESTMENT SPECIALIST / CHIEF COMPLIANCE OFFICER	NA	Control
SHAPIRO, BRUCE, HOWARD	I	SR. INVESTMENT SPECIALIST / CHIEF COMPLIANCE OFFICER	NA	Control
SHAPIRO, BRUCE, HOWARD	I	SR. INVESTMENT SPECIALIST / CHIEF COMPLIANCE OFFICER	NA	Control
SHAPIRO, BRUCE, HOWARD	I	SR. INVESTMENT SPECIALIST / CHIEF COMPLIANCE OFFICER	NA	Control
SHAPIRO, BRUCE, HOWARD	I	SR. INVESTMENT SPECIALIST / CHIEF COMPLIANCE OFFICER	NA	Control
SHAPIRO, BRUCE, HOWARD	I	SR. INVESTMENT SPECIALIST / CHIEF COMPLIANCE OFFICER	NA	Control
SHORROCK, STEPHEN, JAY	I	DIRECTOR	NA	Control
SHORROCK, STEPHEN, JAY	I	DIRECTOR	NA	Control
SHORROCK, STEPHEN, JAY	I	DIRECTOR	NA	Control
IFT HOLDING LLC	DE	SHAREHOLDER	E	Control
IFT HOLDING LLC	DE	SHAREHOLDER	E	Control
IFT HOLDING LLC	DE	SHAREHOLDER	E	Control
IFT HOLDING LLC	DE	SHAREHOLDER	E	Control
IFT HOLDING LLC	DE	SHAREHOLDER	E	Control
IFT HOLDING LLC	DE	SHAREHOLDER	E	Control
IFT HOLDING LLC	DE	SHAREHOLDER	E	Control
IFT HOLDING LLC	DE	SHAREHOLDER	E	Control
IFT HOLDING LLC	DE	SHAREHOLDER	E	Control
IFT HOLDING LLC	DE	SHAREHOLDER	E	Control
IFT HOLDING LLC	DE	SHAREHOLDER	E	Control
IFT HOLDING LLC	DE	SHAREHOLDER	E	Control
IFT HOLDING LLC	DE	SHAREHOLDER	E	Control
IFT HOLDING LLC	DE	SHAREHOLDER	E	Control
IFT HOLDING LLC	DE	SHAREHOLDER	E	Control
IFT HOLDING LLC	DE	SHAREHOLDER	E	Control
IMPROVED FUNDING TECHNIQUES, INC.	DE	OWNER	E	Control
IMPROVED FUNDING TECHNIQUES, INC.	DE	OWNER	E	Control
IMPROVED FUNDING TECHNIQUES, INC.	DE	OWNER	E	Control
IMPROVED FUNDING TECHNIQUES, INC.	DE	OWNER	E	Control
IMPROVED FUNDING TECHNIQUES, INC.	DE	OWNER	E	Control
IMPROVED FUNDING TECHNIQUES, INC.	DE	OWNER	E	Control
IMPROVED FUNDING TECHNIQUES, INC.	DE	OWNER	E	Control
BAUM, STEVEN, CHARLES	I	PRESIDENT; CO-CEO	C	Control
BAUM, STEVEN, CHARLES	I	PRESIDENT; CO-CEO	C	Control
BAUM, STEVEN, CHARLES	I	PRESIDENT; CO-CEO	C	Control
IFT HOLDING LLC	DE	SHAREHOLDER	C	Control
IFT HOLDING LLC	DE	SHAREHOLDER	C	Control
IFT HOLDING LLC	DE	SHAREHOLDER	C	Control
BANKERS LIFE INSURANCE CO. OF NEW YORK	DE	SHAREHOLDER	B
BANKERS LIFE INSURANCE CO. OF NEW YORK	DE	SHAREHOLDER	B
BANKERS LIFE INSURANCE CO. OF NEW YORK	DE	SHAREHOLDER	B
BAUM, STEVEN, CHARLES	I	SHAREHOLDER	A	Control
BAUM, STEVEN, CHARLES	I	SHAREHOLDER	A	Control
BAUM, STEVEN, CHARLES	I	SHAREHOLDER	A	Control
BAUM, STEVEN, CHARLES	I	SHAREHOLDER	A	Control
BAUM, STEVEN, CHARLES	I	SHAREHOLDER	A	Control
BAUM, STEVEN, CHARLES	I	SHAREHOLDER	A	Control
BAUM, STEVEN, CHARLES	I	SHAREHOLDER	A	Control
BAUM, STEVEN, CHARLES	I	SHAREHOLDER	A	Control
BAUM, STEVEN, CHARLES	I	SHAREHOLDER	A	Control
BAUM, STEVEN, CHARLES	I	SHAREHOLDER	A	Control
MAHONEY COHEN & CO. ASSET ADVISORS LLC	DE	SHAREHOLDER	A
MAHONEY COHEN & CO. ASSET ADVISORS LLC	DE	SHAREHOLDER	A
MAHONEY COHEN & CO. ASSET ADVISORS LLC	DE	SHAREHOLDER	A
MAHONEY COHEN & CO. ASSET ADVISORS LLC	DE	SHAREHOLDER	A
MAHONEY COHEN & COMPANY CPA, P.C.	DE	SHAREHOLDER	A
MAHONEY COHEN & COMPANY CPA, P.C.	DE	SHAREHOLDER	A
MAHONEY COHEN & COMPANY CPA, P.C.	DE	SHAREHOLDER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
MADISON DEARBORN PARTNERS	DE	PATRIOT SPV GP, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	PATRIOT SPV GP, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	PATRIOT SPV GP, L.P.	F	Control
MADISON DEARBORN PARTNERS	DE	PATRIOT SPV GP, L.P.	F	Control
PATRIOT SPV GP, L.P.	DE	PATRIOT SPV, L.P.	F	Control
PATRIOT SPV GP, L.P.	DE	PATRIOT SPV, L.P.	F	Control
PATRIOT SPV GP, L.P.	DE	PATRIOT SPV, L.P.	F	Control
PATRIOT SPV GP, L.P.	DE	PATRIOT SPV, L.P.	F	Control
AON, PLC	FE	RANDOLPH FINANCE UNLIMITED COMPANY	E	Control
AON, PLC	FE	RANDOLPH FINANCE UNLIMITED COMPANY	E	Control
AON, PLC	FE	RANDOLPH FINANCE UNLIMITED COMPANY	E	Control
BOYARSKY, BARBARA	I	IFT HOLDING LLC	E	Control
BOYARSKY, BARBARA	I	IFT HOLDING LLC	E	Control
BOYARSKY, JOEL	I	IFT HOLDING	E	Control
BOYARSKY, JOEL	I	IFT HOLDING	E	Control
BOYARSKY, JOEL	I	IFT HOLDING	E	Control
BOYARSKY, JOEL	I	IFT HOLDING	E	Control
BOYARSKY, JOEL	I	IFT HOLDING	E	Control
BOYARSKY, JOEL	I	IFT HOLDING	E	Control
BOYARSKY, JOEL	I	IFT HOLDING	E	Control
BOYARSKY, JOEL	I	IFT HOLDING	E	Control
BOYARSKY, JOEL	I	IFT HOLDING	E	Control
BOYARSKY, JOEL	I	IFT HOLDING	E	Control
BOYARSKY, JOEL	I	IFT HOLDING	E	Control
BOYARSKY, JOEL	I	IFT HOLDING	E	Control
BOYARSKY, JOEL	I	IFT HOLDING	E	Control
BOYARSKY, JOEL	I	IFT HOLDING	E	Control
BOYARSKY, JOEL	I	IFT HOLDING	E	Control
BOYARSKY, JOEL	I	IFT HOLDING	E	Control
BOYARSKY, JOEL	I	IFT HOLDING	E	Control
INDIANAPOLIS LIFE GROUP OF COMPANIES	DE	BANKERS LIFE	E	Control
INDIANAPOLIS LIFE GROUP OF COMPANIES	DE	BANKERS LIFE	E	Control
INDIANAPOLIS LIFE GROUP OF COMPANIES	DE	BANKERS LIFE	E	Control
NFP CORP.	DE	NFP RETIREMENT INC.	E	Control
NFP CORP.	DE	NFP RETIREMENT INC.	E	Control
NFP CORP.	DE	NFP RETIREMENT INC.	E	Control
NFP CORP.	DE	NFP RETIREMENT INC.	E	Control
NFP CORP.	DE	NFP RETIREMENT INC.	E	Control
NFP CORP.	DE	NFP RETIREMENT INC.	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP HOLDINGS, LLC	DE	NFP PARENT CO, LLC	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS A. CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP PARENT CO, LLC	DE	NFP INTERMEDIATE HOLDINGS A. CORP.	E	Control
NFP RETIREMENT INC.	DE	IMPROVED FUNDING TECHNIQUES, INC.	E	Control
NFP RETIREMENT INC.	DE	IMPROVED FUNDING TECHNIQUES, INC.	E	Control
NFP RETIREMENT INC.	DE	IMPROVED FUNDING TECHNIQUES, INC.	E	Control
NFP RETIREMENT INC.	DE	IMPROVED FUNDING TECHNIQUES, INC.	E	Control
NFP RETIREMENT INC.	DE	IMPROVED FUNDING TECHNIQUES, INC.	E	Control
NFP RETIREMENT INC.	DE	IMPROVED FUNDING TECHNIQUES, INC.	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
NFP ULTIMATE HOLDINGS, LLC	DE	NFP HOLDINGS, LLC	E	Control
RANDOLPH ACQUISITION CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
RANDOLPH ACQUISITION CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
RANDOLPH ACQUISITION CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
RANDOLPH FINANCE UNLIMITED COMPANY	FE	RANDOLPH ACQUISITION CORP.	E	Control
RANDOLPH FINANCE UNLIMITED COMPANY	FE	RANDOLPH ACQUISITION CORP.	E	Control
RANDOLPH FINANCE UNLIMITED COMPANY	FE	RANDOLPH ACQUISITION CORP.	E	Control
INDIANAPOLIS LIFE	DE	INDIANAPOLIS LIFE	D	Control
INDIANAPOLIS LIFE	DE	INDIANAPOLIS LIFE	D	Control
INDIANAPOLIS LIFE	DE	INDIANAPOLIS LIFE	D	Control
AMERUS	DE	INDIANAPOLIS LIFE	C	Control
AMERUS	DE	INDIANAPOLIS LIFE	C	Control
AMERUS	DE	INDIANAPOLIS LIFE	C	Control
PATRIOT SPV, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
PATRIOT SPV, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
PATRIOT SPV, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control
PATRIOT SPV, L.P.	DE	NFP ULTIMATE HOLDINGS, LLC	C	Control

Registrations

Federal

Dec 11, 2025 REGISTERED

Notice Filings (20)

AZ CA CT FL IA IL KY MO NC NH NJ NV NY OH OR PR RI TX VA WA

Address

45 EXECUTIVE DRIVE
SUITE 301
PLAINVIEW, NY 11803
United States

Phone: 516-887-4433