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WELCY CAPITAL ADVISORS, LLC - Florida Company Profile

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Company Details

Entity Name: WELCY CAPITAL ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 30 Dec 2011 (14 years ago)
Last Event: LC AMENDMENT AND NAME CHANGE
Event Date Filed: 12 Jan 2023 (3 years ago)
Document Number: L11000145788
FEI/EIN Number 273259153
Address: 1101 BRICKELL AVE., MIAMI, FL, 33131, US
Mail Address: 1101 BRICKELL AVE., MIAMI, FL, 33131, US
ZIP code: 33131
City: Miami
County: Miami-Dade
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
ZALLES CARLOS Manager 1101 BRICKELL AVE., MIAMI, FL, 33131
SOSA JAIME Manager 1101 BRICKELL AVE., MIAMI, FL, 33131
FABREGA JUAN C Manager 1101 BRICKELL AVE., MIAMI, FL, 33131
HENRIQUEZ PHILIP Manager 1101 BRICKELL AVE., MIAMI, FL, 33131
Capital Legal Group PA Agent 1110 BRICKELL AVE STE 505, MIAMI, FL, 33131

Legal Entity Identifier

LEI Number:
2549001KO8G9ZSAVJY45

Registration Details:

Initial Registration Date:
2021-10-01
Next Renewal Date:
2026-06-01
Registration Status:
ISSUED
Validation Source:
FULLY_CORROBORATED

Form 5500 Series

Employer Identification Number (EIN):
273259153
Plan Year:
2024
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2023-04-16 Capital Legal Group PA -
REGISTERED AGENT ADDRESS CHANGED 2023-01-12 1110 BRICKELL AVE STE 505, MIAMI, FL 33131 -
LC AMENDMENT AND NAME CHANGE 2023-01-12 WELCY CAPITAL ADVISORS, LLC -
LC AMENDMENT 2022-09-08 - -
CHANGE OF MAILING ADDRESS 2022-09-08 1101 BRICKELL AVE., SUITE 1600, MIAMI, FL 33131 -
CHANGE OF PRINCIPAL ADDRESS 2022-09-08 1101 BRICKELL AVE., SUITE 1600, MIAMI, FL 33131 -
LC AMENDMENT 2022-06-13 - -
LC AMENDMENT AND NAME CHANGE 2022-03-30 PRINCIPLE ASSET MANAGEMENT LLC -
LC STMNT OF RA/RO CHG 2021-07-30 - -
LC STMNT OF RA/RO CHG 2019-01-23 - -

Documents

Name Date
ANNUAL REPORT 2024-04-24
ANNUAL REPORT 2023-04-16
LC Amendment and Name Change 2023-01-12
LC Amendment 2022-09-08
LC Amendment 2022-06-13
ANNUAL REPORT 2022-04-27
LC Amendment and Name Change 2022-03-30
CORLCRACHG 2021-07-30
ANNUAL REPORT 2021-04-28
ANNUAL REPORT 2020-04-21

Trademarks

Serial Number:
98007709
Mark:
WELCY CAPITAL ADVISORS
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-05-22
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
WELCY CAPITAL ADVISORS

Goods And Services

For:
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consulta...
First Use:
2023-05-16
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98007691
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-05-22
Mark Drawing Type:
Illustration: Drawing or design without any word(s)/letter(s)/number(s)

Goods And Services

For:
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consulta...
First Use:
2023-05-16
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98007679
Mark:
WELCY CAPITAL ADVISORS
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-05-22
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WELCY CAPITAL ADVISORS

Goods And Services

For:
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consulta...
First Use:
2023-05-16
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 03 Jul 2025

Sources: Florida Department of State