| Entity Name: | CLIENT 1ST ADVISORY GROUP, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 07 Mar 2013 (12 years ago) |
| Document Number: | L13000034762 |
| FEI/EIN Number | 46-2205726 |
| Address: | 678 Douglas Ave, Dunedin, FL 34698 |
| Mail Address: | 678 Douglas Ave, Dunedin, FL 34698 |
| ZIP code: | 34698 |
| County: | Pinellas |
| Place of Formation: | FLORIDA |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | CLIENT 1ST ADVISORY GROUP, LLC, MISSISSIPPI | 1025754 | MISSISSIPPI |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1802816 | 678 DOUGLAS AVENUE, DUNEDIN, FL, 34698 | 678 DOUGLAS AVENUE, DUNEDIN, FL, 34698 | 727-450-2301 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | N-PX |
| File number | 028-19934 |
| Filing date | 2024-08-28 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-08
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2024-08-08 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-09
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2024-05-09 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-13
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2024-02-13 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-14
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2023-11-14 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-14
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2023-08-14 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-15
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2023-05-15 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-13
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2023-02-13 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-23
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2022-11-23 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-12
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2022-08-12 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-13
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2022-05-13 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-14
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2022-02-14 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-12
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2021-11-12 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-03
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2021-08-03 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-12
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2021-05-12 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-11
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2021-02-11 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-12
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2020-11-12 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-13
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2020-08-13 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-15
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2020-05-15 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-13
| Form type | 13F-HR |
| File number | 028-19934 |
| Filing date | 2020-02-13 |
| Reporting date | 2019-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLIENT 1ST ADVISORY GROUP 401(K) PLAN | 2023 | 462205726 | 2024-05-16 | CLIENT 1ST ADVISORY GROUP | 6 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-16 |
| Name of individual signing | QIAN LIU |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2012-01-01 |
| Business code | 541219 |
| Sponsor’s telephone number | 7274502301 |
| Plan sponsor’s address | 611 DRUID RD E, SUITE 707, CLEARWATER, FL, 33756 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-27 |
| Name of individual signing | CHRISTINE RIMER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2012-01-01 |
| Business code | 541219 |
| Sponsor’s telephone number | 7274502301 |
| Plan sponsor’s address | 611 DRUID RD E, SUITE 707, CLEARWATER, FL, 33756 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2022-09-26 |
| Name of individual signing | CHRISTINE RIMER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| BASKIN, HAMDEN HIII | Agent | 14020 Roosevelt Boulevard, SUITE 808, CLEARWATER, FL 33762 |
| Name | Role | Address |
|---|---|---|
| MABRY, MICHELLE | Chief Executive Officer | 678 DOUGLAS AVE, DUNEDIN, FL 34698 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2024-05-06 | 678 Douglas Ave, Dunedin, FL 34698 | No data |
| CHANGE OF MAILING ADDRESS | 2024-05-06 | 678 Douglas Ave, Dunedin, FL 34698 | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2020-01-22 | 14020 Roosevelt Boulevard, SUITE 808, CLEARWATER, FL 33762 | No data |
| Title | Case Number | Docket Date | Status | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| CLIENT 1ST ADVISORY GROUP, LLC VS SHAUN FEDDER | 4D2021-2697 | 2021-09-17 | Closed | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Name | Shaun Fedder |
| Role | Petitioner |
| Status | Active |
| Representations | Sara Sanfilippo, Maja A. Hartzell, Phillip B. Russell |
| Name | CLIENT 1ST ADVISORY GROUP, LLC |
| Role | Respondent |
| Status | Active |
| Representations | Clifford M. Miller, Thomas W. Tierney |
| Name | Hon. Janet C. Croom |
| Role | Judge/Judicial Officer |
| Status | Active |
| Name | Clerk - Indian River |
| Role | Lower Tribunal Clerk |
| Status | Active |
Docket Entries
| Docket Date | 2021-09-24 |
| Type | Petition |
| Subtype | Petition Certiorari |
| Description | Petition for Certiorari Filed ~ 2nd AMENDED |
| On Behalf Of | Shaun Fedder |
| Docket Date | 2021-09-24 |
| Type | Record |
| Subtype | Appendix to Petition |
| Description | Appendix to Petition ~ AMENDED |
| On Behalf Of | Shaun Fedder |
| Docket Date | 2021-09-28 |
| Type | Disposition |
| Subtype | Denied |
| Description | Denied - Order by Judge |
| Docket Date | 2021-09-28 |
| Type | Disposition by Order |
| Subtype | Denied |
| Description | Order Denying Petition for Writ - Certiorari ~ ORDERED that the caption is corrected to reflect that the petitioner in this proceeding is Client 1st Advisory Group, LLC, and the respondent is Shaun Fedder; further, ORDERED that the September 24, 2021 petition for writ of certiorari is dismissed for failure to establish irreparable harm. See Williams v. Oken, 62 So. 3d 1129, 1132 (Fla. 2011); Bared & Co., Inc. v. McGuire, 670 So. 2d 153 (Fla. 4th DCA 1996).DAMOORGIAN, CIKLIN and FORST, JJ., concur. |
| Docket Date | 2021-09-23 |
| Type | Order |
| Subtype | Order Striking Filing |
| Description | Stricken - Non-Compliance With R. 9.045 ~ ORDERED that petitioner's September 22, 2021 amended petition for writ of certiorari is stricken as not in compliance with Florida Rule of Appellate Procedure 9.045, which became effective January 1, 2021, in that it is a computer-generated document which does not comply with the font requirements set forth in Rule 9.045(b). See Fla. R. App. P. 9.045(b) (“Computer-generated documents shall be filed in either Arial 14-point font or Bookman Old Style 14-point font.”). An amended document in compliance with Rule 9.045 shall be filed within two (2) days from the date of this order. |
| Docket Date | 2021-09-22 |
| Type | Petition |
| Subtype | Petition Certiorari |
| Description | Petition for Certiorari Filed ~ ***STRICKEN 9/23/21*****AMENDED** |
| On Behalf Of | Shaun Fedder |
| Docket Date | 2021-09-22 |
| Type | Record |
| Subtype | Appendix to Petition |
| Description | Appendix to Petition |
| On Behalf Of | Shaun Fedder |
| Docket Date | 2021-09-22 |
| Type | Order |
| Subtype | Order Striking Filing |
| Description | Order Striking Appendix - Non-Compliance With R. 9.220 ~ ORDERED that petitioner's appendix to the petition for writ of certiorari is stricken as not in compliance with Florida Rule of Appellate Procedure 9.220(c), which was amended effective October 1, 2017, in that it was not properly indexed and consecutively paginated, beginning with the cover sheet as page 1 and was not paginated so that the page numbers displayed by the PDF reader exactly match the pagination of the index. An amended appendix in compliance with Rule 9.220(c) shall be filed within two (2) days from the date of this order. |
| Docket Date | 2021-09-20 |
| Type | Letter |
| Subtype | Acknowledgment Letter |
| Description | Writ of Certiorari / Acknowledgment letter |
| Docket Date | 2021-09-17 |
| Type | Record |
| Subtype | Appendix to Petition |
| Description | Appendix to Petition ~ **Stricken** |
| On Behalf Of | Shaun Fedder |
| Docket Date | 2021-09-17 |
| Type | Misc. Events |
| Subtype | Case Filing Fee Paid through Portal |
| Description | Case Filing Fee Paid Through Portal |
| Docket Date | 2021-09-17 |
| Type | Petition |
| Subtype | Petition Certiorari |
| Description | Petition for Certiorari Filed ~ **Filing Fee Paid Through Portal** |
| On Behalf Of | Shaun Fedder |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-02-08 |
| ANNUAL REPORT | 2023-01-24 |
| ANNUAL REPORT | 2022-01-24 |
| ANNUAL REPORT | 2021-01-29 |
| ANNUAL REPORT | 2020-01-22 |
| ANNUAL REPORT | 2019-04-08 |
| ANNUAL REPORT | 2018-03-05 |
| ANNUAL REPORT | 2017-05-01 |
| ANNUAL REPORT | 2016-03-28 |
| ANNUAL REPORT | 2015-04-16 |
Date of last update: 22 Jan 2025
Sources: Florida Department of State
