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EVENSKY & KATZ, LLC - Florida Company Profile

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Company Details

Entity Name: EVENSKY & KATZ, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

EVENSKY & KATZ, 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: 05 Jan 2007 (19 years ago)
Last Event: LC DISSOCIATION MEM
Event Date Filed: 16 Jul 2024 (a year ago)
Document Number: L07000001780
FEI/EIN Number 208261109

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

Address: 4000 PONCE DE LEON BLVD., SUITE 850, CORAL GABLES, FL, 33146, US
Mail Address: 4000 PONCE DE LEON BLVD., SUITE 850, CORAL GABLES, FL, 33146, US
ZIP code: 33146
County: Miami-Dade
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
MCGRATH MATTHEW A Manager 4000 PONCE DE LEON BLVD., SUITE 850, CORAL GABLES, FL, 33146
EVENSKY DAVID S Manager 4000 PONCE DE LEON BOULEVARD, SUITE 850, CORAL GABLES, FL, 33146
GANG TAYLOR M Manager 4000 PONCE DE LEON BOULEVARD, SUITE 850, CORAL GABLES, FL, 33146
GARCIA DAVID E Manager 4000 PONCE DE LEON BOULEVARD, SUITE 850, CORAL GABLES, FL, 33146
JONES LANE M Manager 4000 PONCE DE LEON BOULEVARD, SUITE 850, CORAL GABLES, FL, 33146
SALTER KATHRYN A Manager 2615 RIDGE ROAD, LUBBOCK, TX, 79403
MULLER CHARLES E Agent 7385 GALLOWAY ROAD, SUITE 200, MIAMI, FL, 33173

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:
0001357867
Phone:
305-448-8882

Latest Filings

Form type:
13F-HR
File number:
028-11891
Filing date:
2025-05-13
File:
Form type:
13F-HR
File number:
028-11891
Filing date:
2025-02-14
File:
Form type:
13F-HR
File number:
028-11891
Filing date:
2024-10-08
File:
Form type:
N-PX
File number:
028-11891
Filing date:
2024-08-29
File:
Form type:
13F-HR
File number:
028-11891
Filing date:
2024-07-26
File:

Form 5500 Series

Employer Identification Number (EIN):
208261109
Plan Year:
2023
Number Of Participants:
36
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
34
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
33
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
31
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
32
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G22000066652 EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT ACTIVE 2022-06-01 2027-12-31 - 4000 PONCE DE LEON BOULEVARD, SUITE 850, CORAL GABLES, FL, 33146
G14000070599 EVENSKY & KATZ / FOLDES FINANCIAL WEALTH MANAGEMENT EXPIRED 2014-07-08 2019-12-31 - 4000 PONCE DE LEON BLVD., SUITE 850, CORAL GABLES, FL, 33146

Events

Event Type Filed Date Value Description
LC DISSOCIATION MEM 2024-07-16 - -
LC DISSOCIATION MEM 2019-07-26 - -
CHANGE OF MAILING ADDRESS 2015-03-18 4000 PONCE DE LEON BLVD., SUITE 850, CORAL GABLES, FL 33146 -
CHANGE OF PRINCIPAL ADDRESS 2014-11-03 4000 PONCE DE LEON BLVD., SUITE 850, CORAL GABLES, FL 33146 -

Documents

Name Date
CORLCDSMEM 2024-07-16
ANNUAL REPORT 2024-02-29
ANNUAL REPORT 2023-03-03
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-03-25
ANNUAL REPORT 2020-04-07
CORLCDSMEM 2019-07-26
ANNUAL REPORT 2019-03-01
ANNUAL REPORT 2018-02-08
ANNUAL REPORT 2017-03-20

Trademarks

Serial Number:
86771102
Mark:
PLANNING TO LIVE WELL
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2015-09-28
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
PLANNING TO LIVE WELL

Goods And Services

For:
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services; Financial trust planning
First Use:
2000-01-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-04-30
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
633903
Current Approval Amount:
633903
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
637829.68

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Date of last update: 01 Jul 2025

Sources: Florida Department of State