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CAPITAL MARKET STRATEGIES, LLC - Florida Company Profile

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Company Details

Entity Name: CAPITAL MARKET STRATEGIES, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

CAPITAL MARKET STRATEGIES, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 03 Nov 2005 (20 years ago)
Document Number: L05000107342
FEI/EIN Number 721607826

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 301 Lake Shore Drive, Lake Park, FL, 33418, US
Mail Address: 301 Lake Shore Drive, Lake Park, FL, 33403, US
ZIP code: 33418
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Lyman Curtis L Managing Member 301 Lake Shore Dr 304, West Palm Beach, FL, 33403
Robin Joanne Agent 301 Lake Shore Drive 305, Lake Park, FL, 33403

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001810158
Phone:
561-227-5083

Latest Filings

Form type:
13F-HR
File number:
028-21633
Filing date:
2025-04-04
File:
Form type:
13F-HR
File number:
028-21633
Filing date:
2025-01-06
File:
Form type:
13F-HR
File number:
028-21633
Filing date:
2024-10-03
File:
Form type:
13F-HR
File number:
028-21633
Filing date:
2024-07-01
File:
Form type:
13F-HR
File number:
028-21633
Filing date:
2024-04-05
File:

Form 5500 Series

Employer Identification Number (EIN):
721607826
Plan Year:
2023
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
4
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G16000112367 ABG WEALTH MANAGEMENT ACTIVE 2016-10-15 2026-12-31 - 301 LAKE SHORE DRIVE, #304, WEST PALM BEACH, FL, 33403
G14000128737 ALPHA BETA GAMMA WEALTH MANAGEMENT EXPIRED 2014-12-22 2024-12-31 - 301 LAKE SHORE DRIVE, #304, WEST PALM BEACH, FL, 33403
G14000128739 ALPHA BETA GAMMA RETIREMENT SOLUTIONS EXPIRED 2014-12-22 2019-12-31 - 6118 SEMINOLE GARDENS CIRCLE, PALM BEACH GARDENS, FL, 33418
G13000046105 ENDURANCE CYCLING SPECIALISTS EXPIRED 2013-05-14 2018-12-31 - 11025 RCA CENTER DRIVE, STE 102, PALM BEACH GARDENS, FL, 33410
G08242900243 ALPHA WEALTH EXPIRED 2008-08-29 2013-12-31 - 11025 RCA CENTER DRIVE, STE. 102, PALM BEACH GARDENS, FL, 33410

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2021-04-28 301 Lake Shore Drive 305, Lake Park, FL 33403 -
CHANGE OF PRINCIPAL ADDRESS 2017-03-18 301 Lake Shore Drive, 304, Lake Park, FL 33418 -
CHANGE OF MAILING ADDRESS 2017-03-18 301 Lake Shore Drive, 304, Lake Park, FL 33418 -
REGISTERED AGENT NAME CHANGED 2016-04-17 Robin, Joanne -

Documents

Name Date
ANNUAL REPORT 2024-04-23
ANNUAL REPORT 2023-04-30
ANNUAL REPORT 2022-04-06
ANNUAL REPORT 2021-04-28
ANNUAL REPORT 2020-04-10
ANNUAL REPORT 2019-04-25
ANNUAL REPORT 2018-02-28
ANNUAL REPORT 2017-03-18
ANNUAL REPORT 2016-04-17
ANNUAL REPORT 2015-03-18

USAspending Awards / Financial Assistance

Date:
2020-04-28
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
49352.95
Total Face Value Of Loan:
49352.95

Trademarks

Serial Number:
87221684
Mark:
ALPHA BETA GAMMA WEALTH MANAGEMENT
Status:
SECTION 8-ACCEPTED
Mark Type:
SERVICE MARK
Application Filing Date:
2016-10-31
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
ALPHA BETA GAMMA WEALTH MANAGEMENT

Goods And Services

For:
Comprehensive wealth management services, namely, financial and retirement planning, risk tolerance services, asset allocation services and portfolio management services
First Use:
2015-02-01
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
86075869
Mark:
AT-TACX INDOOR CYCLING STUDIO
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2013-09-26
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
AT-TACX INDOOR CYCLING STUDIO

Goods And Services

For:
Providing physical fitness and exercise service, namely, indoor cycling
International Classes:
041 - Primary Class
Class Status:
Active

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Date of last update: 01 Jun 2025

Sources: Florida Department of State