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SENIORS FINANCIAL PLANNING ASSET MANAGEMENT, LLC - Florida Company Profile

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Company Details

Entity Name: SENIORS FINANCIAL PLANNING ASSET MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 26 Mar 2008 (17 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 07 Dec 2010 (15 years ago)
Document Number: L08000030804
FEI/EIN Number 262399768
Address: 2955 PINEDA PLAZA WAY, 126, MELBOURNE, FL, 32940, US
Mail Address: 2955 PINEDA PLAZA WAY, 126, MELBOURNE, FL, 32940, US
ZIP code: 32940
City: Melbourne
County: Brevard
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
LEONARD JEFFREY M Managing Member 2955 PINEDA PLAZA WAY, SUITE 126, MELBOURNE, FL, 32940
LEONARD JULIE G Managing Member 2955 PINEDA PLAZA WAY, SUITE 126, MELBOURNE, FL, 32940
LEONARD JEFFREY M Agent 2955 Pineda Plaza Way, MELBOURNE, FL, 32940

Form 5500 Series

Employer Identification Number (EIN):
262399768
Plan Year:
2024
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G09000182392 LEONARD FINANCIAL GROUP EXPIRED 2009-12-08 2024-12-31 - 2955 PINEDA PLAZA WAY, SUITE 126, MELBOURNE, FL, 32940

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2022-02-03 2955 Pineda Plaza Way, Suite 126, MELBOURNE, FL 32940 -
CHANGE OF PRINCIPAL ADDRESS 2016-02-09 2955 PINEDA PLAZA WAY, 126, MELBOURNE, FL 32940 -
CHANGE OF MAILING ADDRESS 2016-02-09 2955 PINEDA PLAZA WAY, 126, MELBOURNE, FL 32940 -
LC AMENDMENT 2010-12-07 - -

Documents

Name Date
ANNUAL REPORT 2025-02-05
ANNUAL REPORT 2024-02-02
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-02-03
ANNUAL REPORT 2021-03-04
ANNUAL REPORT 2020-02-11
ANNUAL REPORT 2019-01-29
ANNUAL REPORT 2018-01-12
ANNUAL REPORT 2017-03-14
ANNUAL REPORT 2016-02-09

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Date of last update: 02 Aug 2025

Sources: Florida Department of State