| Entity Name: | INSURANCE & FINANCIAL PLANNERS LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
INSURANCE & FINANCIAL PLANNERS 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: | 15 Jan 2010 (15 years ago) |
| Document Number: | L10000006195 |
| FEI/EIN Number |
271719104
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 1948 South Club Drive, Wellington, FL, 33414, US |
| Mail Address: | 1948 South Club Drive, Wellington, FL, 33414, US |
| ZIP code: | 33414 |
| County: | Palm Beach |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| JULIE HARTE GLUCKMAN | Manager | 1948 South Club Drive, Wellington, FL, 33414 |
| Gluckman David | Authorized Member | 1948 South Club Drive, Wellington, FL, 33414 |
| GLUCKMAN DAVID | Agent | 1948 South Club Drive, Wellington, FL, 33414 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G13000031791 | EXPERTS IN COLLEGE PLANNING | EXPIRED | 2013-04-02 | 2018-12-31 | - | 9156 D SW 23RD STEET, DAVIE, FL, 33324 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2022-01-14 | 1948 South Club Drive, Wellington, FL 33414 | - |
| CHANGE OF MAILING ADDRESS | 2022-01-14 | 1948 South Club Drive, Wellington, FL 33414 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2022-01-14 | 1948 South Club Drive, Wellington, FL 33414 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-13 |
| ANNUAL REPORT | 2024-01-22 |
| ANNUAL REPORT | 2023-01-27 |
| ANNUAL REPORT | 2022-01-14 |
| ANNUAL REPORT | 2021-01-13 |
| ANNUAL REPORT | 2020-01-06 |
| ANNUAL REPORT | 2019-03-05 |
| ANNUAL REPORT | 2018-01-15 |
| AMENDED ANNUAL REPORT | 2017-07-31 |
| ANNUAL REPORT | 2017-01-10 |
Date of last update: 02 Apr 2025
Sources: Florida Department of State
