| Entity Name: | REBEKAH J. FERO, CFP LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
REBEKAH J. FERO, CFP 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: | 14 Sep 2009 (15 years ago) |
| Document Number: | L09000088830 |
| FEI/EIN Number |
270964577
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 17843 Murdock Circle, PORT CHARLOTTE, FL, 33948, US |
| Mail Address: | 17843 Murdock Circle, PORT CHARLOTTE, FL, 33948, US |
| ZIP code: | 33948 |
| County: | Charlotte |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FERO FINANCIAL SERVICES 401(K) PLAN & TRUST | 2023 | 270964577 | 2024-09-09 | REBEKAH J. FERO, CFP, LLC | 4 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-09-09 |
| Name of individual signing | REBEKAH J. FERO CFP |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9416255811 |
| Plan sponsor’s address | 17843 MURDOCK CIRCLE, UNIT 7B, PORT CHARLOTTE, FL, 33948 |
Signature of
| Role | Plan administrator |
| Date | 2024-02-06 |
| Name of individual signing | REBEKAH J. FERO CFP |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9416255811 |
| Plan sponsor’s address | 17843 MURDOCK CIRCLE, UNIT 7B, PORT CHARLOTTE, FL, 33948 |
Signature of
| Role | Plan administrator |
| Date | 2022-12-08 |
| Name of individual signing | REBEKAH J. FERO CFP |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| FERO REBEKAH | CFP | 18251 LA CROIX AVE., PORT CHARLOTTE, FL, 33948 |
| FERO REBEKAH | Agent | 17843 Murdock Circle, PORT CHARLOTTE, FL, 33948 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2016-01-08 | 17843 Murdock Circle, Unit B, PORT CHARLOTTE, FL 33948 | - |
| CHANGE OF MAILING ADDRESS | 2016-01-08 | 17843 Murdock Circle, Unit B, PORT CHARLOTTE, FL 33948 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2016-01-08 | 17843 Murdock Circle, Unit B, PORT CHARLOTTE, FL 33948 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-14 |
| ANNUAL REPORT | 2024-01-16 |
| ANNUAL REPORT | 2023-02-03 |
| ANNUAL REPORT | 2022-02-02 |
| ANNUAL REPORT | 2021-01-25 |
| ANNUAL REPORT | 2020-01-15 |
| ANNUAL REPORT | 2019-01-17 |
| ANNUAL REPORT | 2018-01-15 |
| ANNUAL REPORT | 2017-01-03 |
| ANNUAL REPORT | 2016-01-08 |
Date of last update: 01 Mar 2025
Sources: Florida Department of State
