| Entity Name: | LYONS WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 24 Jun 2009 (16 years ago) |
| Document Number: | L09000061460 |
| FEI/EIN Number | 27-0427464 |
| Address: | 280 W. Canton Ave Suite 430, WINTER PARK, FL 32789 |
| Mail Address: | 280 W. Canton Ave Suite 430, WINTER PARK, FL 32789 |
| ZIP code: | 32789 |
| County: | Orange |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1526528 | 1470 GENE STREET, WINTER PARK, FL, 32789 | 1470 GENE STREET, WINTER PARK, FL, 32789 | 407-951-8710 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2020-02-13 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-12
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2019-11-12 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-13
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2019-08-13 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-14
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2019-05-14 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-12
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2019-02-12 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-09
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2018-11-09 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-08-13
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2018-08-13 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-08
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2018-05-08 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-08
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2018-02-08 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-13
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2017-11-13 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-11
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2017-08-11 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-15
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2017-05-15 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-09
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2017-02-09 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-11-07
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2016-11-07 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-08-09
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2016-08-09 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-20
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2016-05-20 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-11
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2016-02-11 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-11-12
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2015-11-12 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-08-11
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2015-08-11 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-05-13
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2015-05-13 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-02-13
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2015-02-13 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-11-14
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2014-11-14 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-08-11
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2014-08-11 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-05-14
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2014-05-14 |
| Reporting date | 2014-03-31 |
| File | View File |
Filings since 2014-02-10
| Form type | 13F-HR/A |
| File number | 028-14513 |
| Filing date | 2014-02-10 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2014-02-04
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2014-02-04 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-11-12
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2013-11-12 |
| Reporting date | 2013-09-30 |
| File | View File |
Filings since 2013-08-09
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2013-08-09 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2013-04-26
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2013-04-26 |
| Reporting date | 2013-03-31 |
| File | View File |
Filings since 2013-02-08
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2013-02-08 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-11-13
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2012-11-13 |
| Reporting date | 2012-09-30 |
| File | View File |
Filings since 2012-08-10
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2012-08-10 |
| Reporting date | 2012-06-30 |
| File | View File |
Filings since 2012-04-19
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2012-04-19 |
| Reporting date | 2012-03-31 |
| File | View File |
Filings since 2012-02-17
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2012-02-17 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2011-10-27
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2011-10-27 |
| Reporting date | 2011-09-30 |
| File | View File |
Filings since 2011-08-02
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2011-08-02 |
| Reporting date | 2011-06-30 |
| File | View File |
Filings since 2011-07-26
| Form type | 13F-HR |
| File number | 028-14513 |
| Filing date | 2011-07-26 |
| Reporting date | 2011-03-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LYONS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | 2022 | 270427464 | 2023-07-07 | LYONS WEALTH MANAGEMENT LLC | 5 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2023-07-07 |
| Name of individual signing | STEPHEN CANTER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2010-11-10 |
| Business code | 523900 |
| Sponsor’s telephone number | 4079518710 |
| Plan sponsor’s address | 1470 GENE ST, WINTER PARK, FL, 32789 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-20 |
| Name of individual signing | STEPHEN CANTER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2010-11-10 |
| Business code | 523900 |
| Sponsor’s telephone number | 4079518710 |
| Plan sponsor’s address | 1470 GENE ST, WINTER PARK, FL, 32789 |
Signature of
| Role | Plan administrator |
| Date | 2021-08-02 |
| Name of individual signing | STEPHEN CANTER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2010-11-10 |
| Business code | 523900 |
| Sponsor’s telephone number | 4079518710 |
| Plan sponsor’s address | 1470 GENE ST, WINTER PARK, FL, 32789 |
Signature of
| Role | Plan administrator |
| Date | 2020-07-22 |
| Name of individual signing | ALEXANDER READ |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2010-11-10 |
| Business code | 523900 |
| Sponsor’s telephone number | 4079518710 |
| Plan sponsor’s address | 1470 GENE ST, WINTER PARK, FL, 32789 |
Signature of
| Role | Plan administrator |
| Date | 2019-07-22 |
| Name of individual signing | ALEXANDER READ |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2010-11-10 |
| Business code | 523900 |
| Sponsor’s telephone number | 4079518710 |
| Plan sponsor’s address | 1470 GENE ST, WINTER PARK, FL, 32789 |
Signature of
| Role | Plan administrator |
| Date | 2018-06-27 |
| Name of individual signing | ALEXANDER READ |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2010-11-10 |
| Business code | 523900 |
| Sponsor’s telephone number | 4079518710 |
| Plan sponsor’s address | 807 W MORSE BLVD, SUITE 105, WINTER PARK, FL, 32789 |
Signature of
| Role | Plan administrator |
| Date | 2017-06-06 |
| Name of individual signing | KERRY MERRIGAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2010-11-10 |
| Business code | 541990 |
| Sponsor’s telephone number | 4079518710 |
| Plan sponsor’s address | 807 WEST MORSE BLVD #105, WINTER PARK, FL, 32789 |
Signature of
| Role | Plan administrator |
| Date | 2017-02-01 |
| Name of individual signing | KERRY MERRIGAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2010-11-10 |
| Business code | 541990 |
| Sponsor’s telephone number | 4079518710 |
| Plan sponsor’s address | 807 WEST MORSE BLVD #105, WINTER PARK, FL, 32789 |
Signature of
| Role | Plan administrator |
| Date | 2017-02-01 |
| Name of individual signing | KERRY MERRIGAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2010-11-10 |
| Business code | 541990 |
| Sponsor’s telephone number | 4079518710 |
| Plan sponsor’s address | 807 WEST MORSE BLVD #105, WINTER PARK, FL, 32789 |
Signature of
| Role | Plan administrator |
| Date | 2014-12-19 |
| Name of individual signing | SANDER READ |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| Read, Alexander | Agent | 280 W. Canton Ave Suite 430, WINTER PARK, FL 32789 |
| Name | Role | Address |
|---|---|---|
| Read, Alexander | Managing Member | 280 W. Canton Ave Suite 430, Winter Park, FL 32789 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2021-11-22 | 280 W. Canton Ave Suite 430, WINTER PARK, FL 32789 | No data |
| CHANGE OF MAILING ADDRESS | 2021-11-22 | 280 W. Canton Ave Suite 430, WINTER PARK, FL 32789 | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2021-11-22 | 280 W. Canton Ave Suite 430, WINTER PARK, FL 32789 | No data |
| REGISTERED AGENT NAME CHANGED | 2014-01-24 | Read, Alexander | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-01-29 |
| ANNUAL REPORT | 2023-05-18 |
| ANNUAL REPORT | 2022-01-13 |
| AMENDED ANNUAL REPORT | 2021-11-22 |
| ANNUAL REPORT | 2021-04-21 |
| ANNUAL REPORT | 2020-01-09 |
| ANNUAL REPORT | 2019-02-08 |
| ANNUAL REPORT | 2018-01-11 |
| ANNUAL REPORT | 2017-01-10 |
| ANNUAL REPORT | 2016-01-25 |
Date of last update: 25 Jan 2025
Sources: Florida Department of State
