| Entity Name: | DELGADO WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 11 Aug 2014 (10 years ago) |
| Last Event: | LC AMENDMENT AND NAME CHANGE |
| Event Date Filed: | 15 Dec 2014 (10 years ago) |
| Document Number: | L14000125263 |
| FEI/EIN Number | 47-1538473 |
| Address: | 3322 CLAY AVE., ORLANDO, FL 32804 |
| Mail Address: | 6665 Edgeworth Dr, Orlando, FL 32819 |
| ZIP code: | 32804 |
| County: | Orange |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DELGADO WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 2017 | 471538473 | 2018-09-06 | DELGADO WEALTH MANAGEMENT, LLC | 1 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| DELGADO WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 2016 | 471538473 | 2017-02-09 | DELGADO WEALTH MANAGEMENT, LLC | 1 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2017-02-09 |
| Name of individual signing | AMILKA DELGAGO |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2015-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4074625486 |
| Plan sponsor’s address | 3322 CLAY AVE., ORLANDO, FL, 32804 |
Signature of
| Role | Plan administrator |
| Date | 2016-10-13 |
| Name of individual signing | AMILKA DELGAGO |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| DELGADO, AMILKA | Agent | 6665 Edgeworth Dr, Orlando, FL 32819 |
| Name | Role | Address |
|---|---|---|
| Delgado, Amilka | Authorized Member | 6665 Edgeworth Dr, Orlando, FL 32819 |
| Jones, John | Authorized Member | 6440 Axeitos Terr Unit 108, Orlando, FL 32835 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G21000148026 | WISDOM PLANNING GROUP | ACTIVE | 2021-11-04 | 2026-12-31 | No data | 3322 CLAY AVE, ORLANDO, FL, 32804 |
| G19000130463 | WISDOM PLANNING GROUP | EXPIRED | 2019-12-10 | 2024-12-31 | No data | 3322 CLAY AVE., ORLANDO, FL, 32804 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF MAILING ADDRESS | 2020-04-29 | 3322 CLAY AVE., ORLANDO, FL 32804 | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2020-04-29 | 6665 Edgeworth Dr, Orlando, FL 32819 | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2016-04-21 | 3322 CLAY AVE., ORLANDO, FL 32804 | No data |
| LC AMENDMENT AND NAME CHANGE | 2014-12-15 | DELGADO WEALTH MANAGEMENT, LLC | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-03-26 |
| AMENDED ANNUAL REPORT | 2023-05-11 |
| ANNUAL REPORT | 2023-01-30 |
| ANNUAL REPORT | 2022-01-25 |
| ANNUAL REPORT | 2021-04-07 |
| ANNUAL REPORT | 2020-04-29 |
| ANNUAL REPORT | 2019-02-08 |
| ANNUAL REPORT | 2018-01-16 |
| ANNUAL REPORT | 2017-01-11 |
| ANNUAL REPORT | 2016-03-14 |
Date of last update: 21 Jan 2025
Sources: Florida Department of State
