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PIVOTAL WEALTH PLANNING LLC - Florida Company Profile

Company Details

Entity Name: PIVOTAL WEALTH PLANNING LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

PIVOTAL WEALTH PLANNING LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 28 Oct 2014 (10 years ago)
Last Event: LC NAME CHANGE
Event Date Filed: 16 Apr 2024 (a year ago)
Document Number: L14000167902
FEI/EIN Number 47-2192259

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 121 SE RUTLEDGE ST, MADISON, FL, 32340, US
Mail Address: 121 SE RUTLEDGE ST, MADISON, FL, 32340, US
ZIP code: 32340
County: Madison
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
MEYER WENDY B President 121 SE RUTLEDGE ST, MADISON, FL, 32340
BRANHAM MARK E Treasurer 119 SE RUTLEDGE ST, MADISON, FL, 32340
BRANHAM MARK E Agent 119 SE RUTLEDGE ST, MADISON, FL, 32340

Events

Event Type Filed Date Value Description
LC NAME CHANGE 2024-04-16 PIVOTAL WEALTH MANAGEMENT LLC -
REGISTERED AGENT ADDRESS CHANGED 2024-02-05 119 SE RUTLEDGE ST, Arrowhead Taxes & Bookkeeping, LLC, MADISON, FL 32340 -

Documents

Name Date
LC Name Change 2024-04-16
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-02-03
ANNUAL REPORT 2022-04-06
ANNUAL REPORT 2021-03-12
ANNUAL REPORT 2020-01-24
ANNUAL REPORT 2019-04-09
ANNUAL REPORT 2018-03-08
ANNUAL REPORT 2017-02-06
ANNUAL REPORT 2016-02-18

Date of last update: 01 Mar 2025

Sources: Florida Department of State