INSURANCE & FINANCIAL PLANNERS LLC - Florida Company Profile
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| Entity Name: | INSURANCE & FINANCIAL PLANNERS LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 15 Jan 2010 (16 years ago) |
| Document Number: | L10000006195 |
| FEI/EIN Number | 271719104 |
| Address: | 1948 South Club Drive, Wellington, FL, 33414, US |
| Mail Address: | 1948 South Club Drive, Wellington, FL, 33414, US |
| ZIP code: | 33414 |
| City: | Wellington |
| 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 |
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Date of last update: 02 Aug 2025
Sources: Florida Department of State