| Entity Name: | CAPITAL MARKET STRATEGIES, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 03 Nov 2005 (19 years ago) |
| Document Number: | L05000107342 |
| FEI/EIN Number | 721607826 |
| 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 |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1810158 | 3801 PGA BOULEVARD, SUITE 600, PALM BEACH GARDENS, FL, 33410 | 3801 PGA BOULEVARD, SUITE 600, PALM BEACH GARDENS, FL, 33410 | 561-227-5083 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-21633 |
| Filing date | 2024-10-03 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-07-01
| Form type | 13F-HR |
| File number | 028-21633 |
| Filing date | 2024-07-01 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-05
| Form type | 13F-HR |
| File number | 028-21633 |
| Filing date | 2024-04-05 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-08
| Form type | 13F-HR |
| File number | 028-21633 |
| Filing date | 2024-01-08 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-18
| Form type | 13F-HR |
| File number | 028-21633 |
| Filing date | 2023-10-18 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-06
| Form type | 13F-HR |
| File number | 028-21633 |
| Filing date | 2023-07-06 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-12
| Form type | 13F-HR |
| File number | 028-21633 |
| Filing date | 2023-05-12 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-17
| Form type | 13F-HR |
| File number | 028-21633 |
| Filing date | 2023-01-17 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-14
| Form type | 13F-HR |
| File number | 028-21633 |
| Filing date | 2022-10-14 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-11
| Form type | 13F-HR |
| File number | 028-21633 |
| Filing date | 2022-07-11 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-18
| Form type | 13F-HR |
| File number | 028-21633 |
| Filing date | 2022-04-18 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-07
| Form type | 13F-HR |
| File number | 028-21633 |
| Filing date | 2022-02-07 |
| Reporting date | 2021-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAPITAL MARKET STRATEGIES, LLC 401(K) SAFE HARBOR PLAN | 2023 | 721607826 | 2024-10-08 | CAPITAL MARKET STRATEGIES, LLC | 5 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-10-08 |
| Name of individual signing | CURTIS L LYMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5612076399 |
| Plan sponsor’s address | 301 LAKE SHORE DRIVE, SUITE 304, LAKE PARK, FL, 33403 |
Signature of
| Role | Plan administrator |
| Date | 2023-09-29 |
| Name of individual signing | CURTIS L LYMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5612076399 |
| Plan sponsor’s address | 301 LAKE SHORE DRIVE, SUITE 304, LAKE PARK, FL, 33403 |
Signature of
| Role | Plan administrator |
| Date | 2022-09-26 |
| Name of individual signing | CURTIS L LYMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5612076399 |
| Plan sponsor’s address | 301 LAKE SHORE DRIVE, SUITE 304, LAKE PARK, FL, 33403 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-29 |
| Name of individual signing | CURTIS L LYMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5612076399 |
| Plan sponsor’s address | 301 LAKE SHORE DRIVE, SUITE 304, LAKE PARK, FL, 33403 |
Signature of
| Role | Plan administrator |
| Date | 2020-09-29 |
| Name of individual signing | CURTIS L LYMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| Robin Joanne | Agent | 301 Lake Shore Drive 305, Lake Park, FL, 33403 |
| Name | Role | Address |
|---|---|---|
| Lyman Curtis L | Managing Member | 301 Lake Shore Dr 304, West Palm Beach, FL, 33403 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G16000112367 | ABG WEALTH MANAGEMENT | ACTIVE | 2016-10-15 | 2026-12-31 | No data | 301 LAKE SHORE DRIVE, #304, WEST PALM BEACH, FL, 33403 |
| G14000128737 | ALPHA BETA GAMMA WEALTH MANAGEMENT | EXPIRED | 2014-12-22 | 2024-12-31 | No data | 301 LAKE SHORE DRIVE, #304, WEST PALM BEACH, FL, 33403 |
| G14000128739 | ALPHA BETA GAMMA RETIREMENT SOLUTIONS | EXPIRED | 2014-12-22 | 2019-12-31 | No data | 6118 SEMINOLE GARDENS CIRCLE, PALM BEACH GARDENS, FL, 33418 |
| G13000046105 | ENDURANCE CYCLING SPECIALISTS | EXPIRED | 2013-05-14 | 2018-12-31 | No data | 11025 RCA CENTER DRIVE, STE 102, PALM BEACH GARDENS, FL, 33410 |
| G08242900243 | ALPHA WEALTH | EXPIRED | 2008-08-29 | 2013-12-31 | No data | 11025 RCA CENTER DRIVE, STE. 102, PALM BEACH GARDENS, FL, 33410 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT ADDRESS CHANGED | 2021-04-28 | 301 Lake Shore Drive 305, Lake Park, FL 33403 | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2017-03-18 | 301 Lake Shore Drive, 304, Lake Park, FL 33418 | No data |
| CHANGE OF MAILING ADDRESS | 2017-03-18 | 301 Lake Shore Drive, 304, Lake Park, FL 33418 | No data |
| REGISTERED AGENT NAME CHANGED | 2016-04-17 | Robin, Joanne | No data |
| 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 |
Date of last update: 01 Feb 2025
Sources: Florida Department of State
