| Entity Name: | DESTINY WEALTH PARTNERS, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 06 Nov 2012 (12 years ago) |
| Last Event: | LC NAME CHANGE |
| Event Date Filed: | 03 Feb 2021 (4 years ago) |
| Document Number: | L12000140642 |
| FEI/EIN Number | 46-1340579 |
| Address: | 2100 LAKE EUSTIS DRIVE, TAVARES, FL 32778 |
| Mail Address: | 2100 LAKE EUSTIS DRIVE, TAVARES, FL 32778 |
| ZIP code: | 32778 |
| County: | Lake |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1844369 | 2100 LAKE EUSTIS DRIVE, TAVARES, FL, 32778 | 2100 LAKE EUSTIS DRIVE, TAVARES, FL, 32778 | 352-343-2700 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-20570 |
| Filing date | 2024-10-15 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-07-29
| Form type | N-PX |
| File number | 028-20570 |
| Filing date | 2024-07-29 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-25
| Form type | 13F-HR |
| File number | 028-20570 |
| Filing date | 2024-07-25 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-09
| Form type | 13F-HR |
| File number | 028-20570 |
| Filing date | 2024-04-09 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-19
| Form type | 13F-HR |
| File number | 028-20570 |
| Filing date | 2024-01-19 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-10
| Form type | 13F-HR |
| File number | 028-20570 |
| Filing date | 2023-10-10 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-26
| Form type | 13F-HR |
| File number | 028-20570 |
| Filing date | 2023-07-26 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-26
| Form type | 13F-HR |
| File number | 028-20570 |
| Filing date | 2023-04-26 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-27
| Form type | 13F-HR |
| File number | 028-20570 |
| Filing date | 2023-01-27 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-25
| Form type | 13F-HR |
| File number | 028-20570 |
| Filing date | 2022-10-25 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-15
| Form type | 13F-HR |
| File number | 028-20570 |
| Filing date | 2022-07-15 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-21
| Form type | 13F-HR |
| File number | 028-20570 |
| Filing date | 2022-04-21 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-20
| Form type | 13F-HR |
| File number | 028-20570 |
| Filing date | 2022-01-20 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-28
| Form type | 13F-HR |
| File number | 028-20570 |
| Filing date | 2021-10-28 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-27
| Form type | 13F-HR |
| File number | 028-20570 |
| Filing date | 2021-07-27 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-22
| Form type | 13F-HR |
| File number | 028-20570 |
| Filing date | 2021-04-22 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-05
| Form type | 13F-HR |
| File number | 028-20570 |
| Filing date | 2021-02-05 |
| Reporting date | 2020-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DESTINY WEALTH PARTNERS, LLC PROFIT SHARING PLAN | 2023 | 461340579 | 2024-05-23 | DESTINY WEALTH PARTNERS, LLC. | 17 | |||||||||||||
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| DESTINY WEALTH PARTNERS, LLC. DEFINED BENEFIT PENSION PLAN | 2023 | 461340579 | 2024-05-23 | DESTINY WEALTH PARTNERS, LLC. | 8 | |||||||||||||
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| DESTINY WEALTH PARTNERS, LLC. DEFINED BENEFIT PENSION PLAN | 2022 | 461340579 | 2023-07-26 | DESTINY WEALTH PARTNERS, LLC. | 5 | |||||||||||||
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| DESTINY WEALTH PARTNERS, LLC PROFIT SHARING PLAN | 2022 | 461340579 | 2023-07-26 | DESTINY WEALTH PARTNERS, LLC. | 16 | |||||||||||||
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| DESTINY WEALTH PARTNERS, LLC PROFIT SHARING PLAN | 2021 | 461340579 | 2022-06-15 | DESTINY WEALTH PARTNERS, LLC. | 15 | |||||||||||||
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| Name | Role | Address |
|---|---|---|
| RUGGIE, THOMAS H | Agent | 2100 LAKE EUSTIS DRIVE, TAVARES, FL 32778 |
| Name | Role | Address |
|---|---|---|
| RUGGIE, THOMAS H | Managing Member | 2100 LAKE EUSTIS DRIVE, TAVARES, FL 32778 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G24000059615 | MERIDIAN FINANCIAL & CO. | ACTIVE | 2024-05-06 | 2029-12-31 | No data | 2100 LAKE EUSTIS DRIVE, TAVARES, FL, 32778 |
| G24000059612 | DESTINY PRIVATE TRUST | ACTIVE | 2024-05-06 | 2029-12-31 | No data | 2100 LAKE EUSTIS DRIVE, TAVARES, FL, 32778 |
| G24000059609 | DESTINY DIRECT INVESTMENTS | ACTIVE | 2024-05-06 | 2029-12-31 | No data | 2100 LAKE EUSTIS DRIVE, TAVARES, FL, 32778 |
| G24000059608 | DESTINY ALTERNATIVE FUND | ACTIVE | 2024-05-06 | 2029-12-31 | No data | 2100 LAKE EUSTIS DRIVE, TAVARES, FL, 32778 |
| G24000059604 | DESTINY WEALTH | ACTIVE | 2024-05-06 | 2029-12-31 | No data | 2100 LAKE EUSTIS DRIVE, TAVARES, FL, 32778 |
| G21000060931 | KCG INVESTMENT ADVISORY SERVICES | ACTIVE | 2021-05-03 | 2026-12-31 | No data | 2100 LAKE EUSTIS DRIVE, TAVARES, FL, 32778 |
| G21000035664 | DESTINY WEALTH PARTNERS | ACTIVE | 2021-03-15 | 2026-12-31 | No data | 2100 LAKE EUSTIS DR, TAVARES, FL, 32778 |
| G21000035661 | DESTINY 401(K) | ACTIVE | 2021-03-15 | 2026-12-31 | No data | 2100 LAKE EUSTIS DR, TAVARES, FL, 32778 |
| G21000035662 | DESTINY FAMILY OFFICE | ACTIVE | 2021-03-15 | 2026-12-31 | No data | 2100 LAKE EUSTIS DR, TAVARES, FL, 32778 |
| G21000035663 | DESTINY WEALTH MANAGEMENT | ACTIVE | 2021-03-15 | 2026-12-31 | No data | 2100 LAKE EUSTIS DR, TAVARES, FL, 32778 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| LC NAME CHANGE | 2021-02-03 | DESTINY WEALTH PARTNERS, LLC | No data |
| LC STMNT CORR/NC | 2018-01-12 | RWM ASSET MANAGEMENT, LLC | No data |
| LC AMENDMENT | 2013-02-19 | No data | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-02-14 |
| ANNUAL REPORT | 2023-02-14 |
| ANNUAL REPORT | 2022-02-14 |
| ANNUAL REPORT | 2021-03-08 |
| LC Name Change | 2021-02-03 |
| ANNUAL REPORT | 2020-02-14 |
| ANNUAL REPORT | 2019-02-27 |
| ANNUAL REPORT | 2018-01-16 |
| CORLCSTCNC | 2018-01-12 |
| ANNUAL REPORT | 2017-01-31 |
Date of last update: 23 Jan 2025
Sources: Florida Department of State
