Search icon

PARAGON WEALTH STRATEGIES, LLC - Florida Company Profile

Company claim

Is this your business?

Get access!

Company Details

Entity Name: PARAGON WEALTH STRATEGIES, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 28 Aug 2008 (17 years ago)
Last Event: CORPORATE MERGER
Event Date Filed: 22 Feb 2021 (5 years ago)
Document Number: L08000082234
FEI/EIN Number 030540297
Address: 10245 Centurion Pkwy N.,, Jacksonville, FL, 32256, US
Mail Address: 13819 Ibis Point Blvd, Jacksonville, FL, 32224, US
ZIP code: 32256
City: Jacksonville
County: Duval
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
CASTLE JONATHAN Manager 13819 Ibis Point Blvd, Jacksonville, FL, 32224
ASH MICHELLE Manager 13819 Ibis Point Blvd, Jacksonville, FL, 32224
ASH MICHELLE L Agent 13819 Ibis Point Blvd, Jacksonville, FL, 32224

Central Index Key

CIK number:
0001680638
Phone:
9048610093

Latest Filings

Form type:
13F-HR
File number:
028-17608
Filing date:
2024-01-03
File:
Form type:
13F-HR
File number:
028-17608
Filing date:
2023-10-16
File:
Form type:
13F-HR
File number:
028-17608
Filing date:
2023-07-27
File:
Form type:
13F-HR
File number:
028-17608
Filing date:
2023-04-26
File:
Form type:
13F-HR
File number:
028-17608
Filing date:
2023-01-30
File:

Form 5500 Series

Employer Identification Number (EIN):
030540297
Plan Year:
2023
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
9
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
MERGER 2021-02-22 - CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 1. MERGER NUMBER 700000210747
REGISTERED AGENT ADDRESS CHANGED 2014-03-17 10245 CENTURION PKWY N, STE 106, JACKSONVILLE, FL 32256 -
CHANGE OF PRINCIPAL ADDRESS 2013-11-14 10245 Centurion Pkwy N.,, Ste 106, Jacksonville, FL 32256 -
CHANGE OF MAILING ADDRESS 2013-11-14 10245 Centurion Pkwy N.,, Ste 106, Jacksonville, FL 32256 -
REGISTERED AGENT NAME CHANGED 2009-04-09 ASH, MICHELLE L -
CONVERSION 2008-08-18 - CORPORATION WAS A CONVERSION RESULT. CONVERTING CORPORATION WAS P04000065145. CONVERSION NUMBER 900000090269

Documents

Name Date
ANNUAL REPORT 2024-02-06
ANNUAL REPORT 2023-02-03
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-02-26
Merger 2021-02-22
ANNUAL REPORT 2020-01-24
ANNUAL REPORT 2019-03-03
ANNUAL REPORT 2018-02-08
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-02-22

Trademarks

Serial Number:
87673903
Mark:
RECESSION PROTOCOL
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:
2017-11-06
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
RECESSION PROTOCOL

Goods And Services

For:
Financial services, namely, a service where client investments are removed from risky securities to safer ones upon the onset of a recession, namely, investment management, investment consultation and investment of funds for others, addressing public equity and debt securities in brokerage accounts,...
First Use:
2012-10-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
87673886
Mark:
RECESSION PROTOCOL
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:
2017-11-06
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
RECESSION PROTOCOL

Goods And Services

For:
Financial services, namely, a service where client investments are removed from risky securities to safer ones upon the onset of a recession, namely, investment management, investment consultation and investment of funds for others, addressing public equity and debt securities in brokerage accounts,...
First Use:
2012-10-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Reviews Leave a review

This company hasn't received any reviews.

Date of last update: 02 Aug 2025

Sources: Florida Department of State