| 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. |
| 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 (18 years ago) |
| Last Event: | LC DISSOCIATION MEM |
| Event Date Filed: | 16 Jul 2024 (8 months 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 |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1357867 | 4000 PONCE DE LEON BOULEVARD, SUITE 850, CORAL GABLES, FL, 33146 | 4000 PONCE DE LEON BOULEVARD, SUITE 850, CORAL GABLES, FL, 33146 | 305-448-8882 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2024-10-08 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-29
| Form type | N-PX |
| File number | 028-11891 |
| Filing date | 2024-08-29 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-26
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2024-07-26 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-08
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2024-04-08 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-14
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2024-02-14 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-10
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2023-10-10 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-24
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2023-07-24 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-20
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2023-04-20 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-12
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2023-01-12 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-19
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2022-10-19 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-19
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2022-07-19 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-28
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2022-04-28 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-16
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2022-02-16 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-06
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2021-10-06 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-04
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2021-08-04 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-09
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2021-04-09 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-08
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2021-02-08 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-21
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2020-10-21 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-05
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2020-08-05 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-01
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2020-05-01 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-13
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2020-02-13 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-07
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2019-11-07 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-06
| Form type | 13F-HR/A |
| File number | 028-11891 |
| Filing date | 2019-08-06 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-08-06
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2019-08-06 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-07
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2019-05-07 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-01-29
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2019-01-29 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-15
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2018-11-15 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-08-03
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2018-08-03 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-04
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2018-05-04 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-01-30
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2018-01-30 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-07
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2017-11-07 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-03
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2017-08-03 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-04-25
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2017-04-25 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-01-23
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2017-01-23 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-11-14
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2016-11-14 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-07-28
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2016-07-28 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-04
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2016-05-04 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-16
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2016-02-16 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-11-04
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2015-11-04 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-08-14
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2015-08-14 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-05-14
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2015-05-14 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-02-18
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2015-02-18 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-11-12
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2014-11-12 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-07-24
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2014-07-24 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-04-28
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2014-04-28 |
| Reporting date | 2014-03-31 |
| File | View File |
Filings since 2014-01-28
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2014-01-28 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-10-18
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2013-10-18 |
| Reporting date | 2013-09-30 |
| File | View File |
Filings since 2013-07-19
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2013-07-19 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2013-04-05
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2013-04-05 |
| Reporting date | 2013-03-31 |
| File | View File |
Filings since 2013-02-05
| Form type | 13F-HR/A |
| File number | 028-11891 |
| Filing date | 2013-02-05 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2013-02-05
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2013-02-05 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-10-26
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2012-10-26 |
| Reporting date | 2012-09-30 |
| File | View File |
Filings since 2012-07-24
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2012-07-24 |
| Reporting date | 2012-06-30 |
| File | View File |
Filings since 2012-04-20
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2012-04-20 |
| Reporting date | 2012-03-31 |
| File | View File |
Filings since 2012-02-14
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2012-02-14 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2011-10-24
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2011-10-24 |
| Reporting date | 2011-09-30 |
| File | View File |
Filings since 2011-07-14
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2011-07-14 |
| Reporting date | 2011-06-30 |
| File | View File |
Filings since 2011-04-20
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2011-04-20 |
| Reporting date | 2011-03-31 |
| File | View File |
Filings since 2011-01-31
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2011-01-31 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2010-10-27
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2010-10-27 |
| Reporting date | 2010-09-30 |
| File | View File |
Filings since 2010-07-21
| Form type | 13F-HR/A |
| File number | 028-11891 |
| Filing date | 2010-07-21 |
| Reporting date | 2010-06-30 |
| File | View File |
Filings since 2010-07-19
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2010-07-19 |
| Reporting date | 2010-06-30 |
| File | View File |
Filings since 2010-04-14
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2010-04-14 |
| Reporting date | 2010-03-31 |
| File | View File |
Filings since 2010-01-21
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2010-01-21 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2009-10-29
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2009-10-29 |
| Reporting date | 2009-09-30 |
| File | View File |
Filings since 2009-07-15
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2009-07-15 |
| Reporting date | 2009-06-30 |
| File | View File |
Filings since 2009-05-05
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2009-05-05 |
| Reporting date | 2009-03-31 |
| File | View File |
Filings since 2009-02-06
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2009-02-06 |
| Reporting date | 2008-12-31 |
| File | View File |
Filings since 2008-11-13
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2008-11-13 |
| Reporting date | 2008-09-30 |
| File | View File |
Filings since 2008-08-05
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2008-08-05 |
| Reporting date | 2008-06-30 |
| File | View File |
Filings since 2008-05-12
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2008-05-12 |
| Reporting date | 2008-03-31 |
| File | View File |
Filings since 2008-02-08
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2008-02-08 |
| Reporting date | 2007-12-31 |
| File | View File |
Filings since 2007-10-16
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2007-10-16 |
| Reporting date | 2007-09-30 |
| File | View File |
Filings since 2007-08-01
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2007-08-01 |
| Reporting date | 2007-06-30 |
| File | View File |
Filings since 2007-04-09
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2007-04-09 |
| Reporting date | 2007-03-31 |
| File | View File |
Filings since 2007-02-16
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2007-02-16 |
| Reporting date | 2006-12-31 |
| File | View File |
Filings since 2006-11-01
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2006-11-01 |
| Reporting date | 2006-09-30 |
| File | View File |
Filings since 2006-08-14
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2006-08-14 |
| Reporting date | 2006-06-30 |
| File | View File |
Filings since 2006-05-12
| Form type | 13F-HR |
| File number | 028-11891 |
| Filing date | 2006-05-12 |
| Reporting date | 2006-03-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EVENSKY & KATZ PROFIT SHARING PLAN | 2023 | 208261109 | 2024-05-06 | EVENSKY & KATZ, LLC | 36 | |||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-05-06 |
| Name of individual signing | MENA BIELOW |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-05-06 |
| Name of individual signing | MENA BIELOW |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1995-10-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 3054488882 |
| Plan sponsor’s address | 4000 PONCE DE LEON BLVD, SUITE 850, CORAL GABLES, FL, 33146 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-28 |
| Name of individual signing | MENA BIELOW |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-06-28 |
| Name of individual signing | MENA BIELOW |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1995-10-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 3054488882 |
| Plan sponsor’s address | 4000 PONCE DE LEON BLVD., SUITE 850, MIAMI, FL, 33146 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1995-10-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 3054488882 |
| Plan sponsor’s address | 4000 PONCE DE LEON BLVD., SUITE 850, MIAMI, FL, 33146 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1995-10-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 3054488882 |
| Plan sponsor’s address | 4000 PONCE DE LEON BLVD., SUITE 850, MIAMI, FL, 33146 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1995-10-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 3054488882 |
| Plan sponsor’s address | 4000 PONCE DE LEON BLVD., SUITE 850, MIAMI, FL, 33146 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1995-10-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 3054488882 |
| Plan sponsor’s address | 4000 PONCE DE LEON BLVD., SUITE 850, MIAMI, FL, 33146 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1995-10-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 3054488882 |
| Plan sponsor’s address | 4000 PONCE DE LEON BLVD, SUITE 850, CORAL GABLES, FL, 33146 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1995-10-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 3054488882 |
| Plan sponsor’s address | 4000 PONCE DE LEON BLVD, SUITE 850, CORAL GABLES, FL, 33146 |
Plan administrator’s name and address
| Administrator’s EIN | 208261109 |
| Plan administrator’s name | EVENSKY & KATZ, LLC |
| Plan administrator’s address | 2333 PONCE DE LEON BLVD PENTHOUSE 1, CORAL GABLES, FL, 33134 |
| Administrator’s telephone number | 3054488882 |
Signature of
| Role | Plan administrator |
| Date | 2015-03-26 |
| Name of individual signing | MATTHEW MCGRATH |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1995-10-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 3054488882 |
| Plan sponsor’s address | 2333 PONCE DE LEON BLVD PENTHOUSE 1, CORAL GABLES, FL, 33134 |
Plan administrator’s name and address
| Administrator’s EIN | 208261109 |
| Plan administrator’s name | EVENSKY & KATZ, LLC |
| Plan administrator’s address | 2333 PONCE DE LEON BLVD PENTHOUSE 1, CORAL GABLES, FL, 33134 |
| Administrator’s telephone number | 3054488882 |
Signature of
| Role | Plan administrator |
| Date | 2014-01-24 |
| Name of individual signing | MATTHEW MCGRATH |
| Valid signature | Filed with authorized/valid electronic signature |
| 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 |
| 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 |
| 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 | - |
| 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 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 4712007306 | 2020-04-30 | 0455 | PPP | 4000 PONCE DE LEON BLVD, CORAL GABLES, FL, 33146-1431 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 01 Mar 2025
Sources: Florida Department of State
