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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.
Status: Active
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
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
City: Miami
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

CIK number:
0001357867
Phone:
305-448-8882

Latest Filings

Form type:
13F-HR
File number:
028-11891
Filing date:
2025-07-22
File:
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 5500 Series

Employer Identification Number (EIN):
208261109
Plan Year:
2024
Number Of Participants:
38
Sponsors Telephone Number:
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:

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

USAspending Awards / Financial Assistance

Date:
2020-04-30
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:
633903.00
Total Face Value Of Loan:
633903.00

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

Jobs Reported:
32
Initial Approval Amount:
$633,903
Date Approved:
2020-04-30
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$633,903
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$637,829.68
Servicing Lender:
Amarillo National Bank
Use of Proceeds:
Payroll: $633,903

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Date of last update: 01 Aug 2025

Sources: Florida Department of State