| Entity Name: | ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 07 Apr 2009 (16 years ago) |
| Last Event: | LC AMENDMENT AND NAME CHANGE |
| Event Date Filed: | 02 Jul 2009 (16 years ago) |
| Document Number: | L09000033623 |
| FEI/EIN Number | 264626204 |
| Address: | 511 WEST BAY STREET SUITE 310, TAMPA, FL, 33606 |
| Mail Address: | 511 WEST BAY STREET SUITE 310, TAMPA, FL, 33606 |
| ZIP code: | 33606 |
| County: | Hillsborough |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1998414 | 511 W. BAY ST., SUITE 310, TAMPA, FL, 33606 | 511 W. BAY ST., SUITE 310, TAMPA, FL, 33606 | 813-254-4700 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-23427 |
| Filing date | 2024-11-14 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-20
| Form type | N-PX |
| File number | 028-23427 |
| Filing date | 2024-08-20 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-12
| Form type | 13F-HR |
| File number | 028-23427 |
| Filing date | 2024-08-12 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-13
| Form type | 13F-HR |
| File number | 028-23427 |
| Filing date | 2024-05-13 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-09
| Form type | 13F-HR |
| File number | 028-23427 |
| Filing date | 2024-02-09 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-08
| Form type | 13F-HR |
| File number | 028-23427 |
| Filing date | 2023-11-08 |
| Reporting date | 2023-09-30 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC DBA AGW CAPITAL ADVISORS CASH BALANCE PENSION PLAN | 2023 | 264626204 | 2024-10-13 | ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 5 | |||||||||||||
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| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC DBA AGW CAPITAL ADVISORS CASH BALANCE PENSION PLAN | 2022 | 264626204 | 2023-10-16 | ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 5 | |||||||||||||
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| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC DBA AGW CAPITAL ADVISORS CASH BALANCE PENSION PLAN | 2021 | 264626204 | 2023-01-24 | ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 4 | |||||||||||||
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| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC DBA AGW CAPITAL ADVISORS CASH BALANCE PENSION PLAN | 2020 | 264626204 | 2021-10-04 | ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 4 | |||||||||||||
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| Name | Role | Address |
|---|---|---|
| GOODWIN JAMES W | Agent | 201 NORTH FRANKLIN STREET, TAMPA, FL, 33602 |
| Name | Role | Address |
|---|---|---|
| ANNIS JEFFREY S | Manager | 511 W. BAY STREET, SUITE 310, TAMPA, FL, 33606 |
| GARDNER PETER J | Manager | 511 W. BAY STREET, SUITE 310, TAMPA, FL, 33606 |
| WHITING, JR. PAUL L | Manager | 511 W. BAY STREET, SUITE 310, TAMPA, FL, 33606 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G09000136722 | AGW CAPITAL ADVISORS | ACTIVE | 2009-07-20 | 2029-12-31 | No data | 511 WEST BAY STREET, SUITE 310, TAMPA, FL, 33606 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| LC AMENDMENT AND NAME CHANGE | 2009-07-02 | ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2009-07-02 | 511 WEST BAY STREET SUITE 310, TAMPA, FL 33606 | No data |
| CHANGE OF MAILING ADDRESS | 2009-07-02 | 511 WEST BAY STREET SUITE 310, TAMPA, FL 33606 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-04-23 |
| ANNUAL REPORT | 2023-04-24 |
| ANNUAL REPORT | 2022-04-28 |
| ANNUAL REPORT | 2021-04-28 |
| ANNUAL REPORT | 2020-05-04 |
| ANNUAL REPORT | 2019-04-02 |
| ANNUAL REPORT | 2018-04-23 |
| ANNUAL REPORT | 2017-04-20 |
| ANNUAL REPORT | 2016-04-18 |
| ANNUAL REPORT | 2015-04-27 |
Date of last update: 01 Feb 2025
Sources: Florida Department of State
