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PRIVATE CLIENT GROUP, LLC - Florida Company Profile

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Company Details

Entity Name: PRIVATE CLIENT GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 30 Sep 2014 (11 years ago)
Document Number: L14000156072
FEI/EIN Number 37-1774514
Address: 9130 S DADELAND BLVD SUITE 1400, MIAMI, FL, 33156
Mail Address: 9130 S DADELAND BLVD SUITE 1400, MIAMI, FL, 33156
ZIP code: 33156
City: Miami
County: Miami-Dade
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Weirich Adam M Manager 9130 S DADELAND BLVD SUITE 1400, MIAMI, FL, 33156
Dooley Kevin Prin 9130 S DADELAND BLVD SUITE 1400, MIAMI, FL, 33156
Dorado Christian Prin 9130 S DADELAND BLVD SUITE 1400, MIAMI, FL, 33156
Barbier Gloria Prin 9130 S DADELAND BLVD SUITE 1400, MIAMI, FL, 33156
Negron Rene Prin 9130 S DADELAND BLVD SUITE 1400, MIAMI, FL, 33156
WEIRICH ADAM Agent 9130 S DADELAND BLVD SUITE 1400, MIAMI, FL, 33156
Raudenbush Andrew M Prin 9130 S DADELAND BLVD SUITE 1400, MIAMI, FL, 33156

Documents

Name Date
ANNUAL REPORT 2025-02-11
ANNUAL REPORT 2024-02-08
ANNUAL REPORT 2023-03-06
ANNUAL REPORT 2022-02-10
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-03-17
ANNUAL REPORT 2019-04-08
ANNUAL REPORT 2018-01-09
ANNUAL REPORT 2017-01-11
ANNUAL REPORT 2016-03-01

Trademarks

Serial Number:
97283322
Mark:
PCG PRIVATE CLIENT GROUP
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2022-02-24
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
PCG PRIVATE CLIENT GROUP
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Estate planning; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial management in the field of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for reti...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
88209129
Mark:
PCG PRIVATE CLIENT GROUP
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2018-11-28
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
PCG PRIVATE CLIENT GROUP
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial planning consultation; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or fa...
First Use:
2011-05-24
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
6
Initial Approval Amount:
$74,797
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$74,797
Race:
White
Ethnicity:
Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$75,576.84
Servicing Lender:
JPMorgan Chase Bank, National Association
Use of Proceeds:
Payroll: $74,797

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Date of last update: 01 Jul 2025

Sources: Florida Department of State

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