| Entity Name: | BOURNE FINANCIAL GROUP, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 07 Jul 2014 (11 years ago) |
| Last Event: | LC RESTATED ARTICLE AND NAME CHANGE |
| Event Date Filed: | 01 Oct 2014 (10 years ago) |
| Document Number: | L14000107258 |
| FEI/EIN Number | 47-1328364 |
| Mail Address: | P.O. Box 1810, WINTER PARK, FL 32790-1810 |
| Address: | 228 PARK AVE NORTH STE A, WINTER PARK, FL 32789 |
| ZIP code: | 32789 |
| County: | Orange |
| Place of Formation: | FLORIDA |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | BOURNE FINANCIAL GROUP, LLC, KENTUCKY | 1106990 | KENTUCKY |
| Headquarter of | BOURNE FINANCIAL GROUP, LLC, COLORADO | 20171411870 | COLORADO |
| Headquarter of | BOURNE FINANCIAL GROUP, LLC, ILLINOIS | LLC_14680934 | ILLINOIS |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BOURNE FINANCIAL GROUP, LLC 401(K) PLAN | 2023 | 471328364 | 2024-07-16 | BOURNE FINANCIAL GROUP, LLC | 45 | |||||||||||||
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| BOURNE FINANCIAL GROUP, LLC 401(K) PLAN | 2022 | 471328364 | 2023-07-25 | BOURNE FINANCIAL GROUP, LLC | 109 | |||||||||||||
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| BOURNE FINANCIAL GROUP, LLC 401(K) PLAN | 2021 | 471328364 | 2022-07-12 | BOURNE FINANCIAL GROUP, LLC | 20 | |||||||||||||
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| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Name | Role | Address |
|---|---|---|
| Bourne, Robert A. | Manager | 228 PARK AVE NORTH STE A, WINTER PARK, FL 32789 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G14000103637 | BFG | ACTIVE | 2014-10-13 | 2025-12-31 | No data | 228 PARK AVE NORTH, SUITE A, WINTER PARK, FL, 32789 |
| G14000103635 | BOURNE HEALTHCARE PROPERTIES | EXPIRED | 2014-10-13 | 2019-12-31 | No data | 228 PARK AVE NORTH STE E, WINTER PARK, FL, 32789 |
| G14000103636 | HEALTHCARE PROPERTIES | EXPIRED | 2014-10-13 | 2019-12-31 | No data | 228 PARK AVE NORTH STE E, WINTER PARK, FL, 32789 |
| G14000084313 | HSP | EXPIRED | 2014-08-15 | 2019-12-31 | No data | 228 PARK AVE NORTH STE E, WINTER PARK, FL, 32789 |
| G14000084314 | HEALTHSTREET PROPERTIES | EXPIRED | 2014-08-15 | 2019-12-31 | No data | 228 PARK AVE NORTH STE E, WINTER PARK, FL, 32789 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT NAME CHANGED | 2020-03-18 | CORPORATION SERVICE COMPANY | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2020-03-18 | 1201 HAYS STREET, TALLAHASSEE, FL 32301 | No data |
| CHANGE OF MAILING ADDRESS | 2017-03-29 | 228 PARK AVE NORTH STE A, WINTER PARK, FL 32789 | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2016-03-17 | 228 PARK AVE NORTH STE A, WINTER PARK, FL 32789 | No data |
| LC RESTATED ARTICLE AND NAME CHANGE | 2014-10-01 | BOURNE FINANCIAL GROUP, LLC | No data |
| LC AMENDED/RESTATED ARTICLE/NAME CHANGE | 2014-08-01 | HEALTHSTREET PROPERTIES, LLC | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-03-04 |
| ANNUAL REPORT | 2023-03-09 |
| ANNUAL REPORT | 2022-03-23 |
| ANNUAL REPORT | 2021-03-15 |
| ANNUAL REPORT | 2020-03-18 |
| ANNUAL REPORT | 2019-02-07 |
| ANNUAL REPORT | 2018-04-30 |
| ANNUAL REPORT | 2017-03-29 |
| ANNUAL REPORT | 2016-03-17 |
| ANNUAL REPORT | 2015-05-01 |
Date of last update: 21 Jan 2025
Sources: Florida Department of State
