| Entity Name: | FORTIS PRIVATE WEALTH ADVISORS LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 31 Mar 2015 (10 years ago) |
| Last Event: | LC AMENDMENT |
| Event Date Filed: | 26 Jul 2019 (6 years ago) |
| Document Number: | L15000057090 |
| FEI/EIN Number | 84-1886837 |
| Mail Address: | PO Box 557155, Miami, FL 33255 |
| Address: | 6100 Blue Lagoon Dr, Suite 160, Miami, FL 33126 |
| ZIP code: | 33126 |
| County: | Miami-Dade |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FORTIS PRIVATE WEALTH ADVISORS 401(K) PROFIT SHARING PLAN & TRUST | 2023 | 841886837 | 2024-05-23 | FORTIS PRIVATE WEALTH ADVISORS | 5 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-05-23 |
| Name of individual signing | EDWARD ROJAS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7862956228 |
| Plan sponsor’s address | 5757 BLUE LAGOON DRIVE STE 110, MIAMI, FL, 33126 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-12 |
| Name of individual signing | EDWARD ROJAS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7862956228 |
| Plan sponsor’s address | 5757 BLUE LAGOON DRIVE STE 110, MIAMI, FL, 33126 |
Signature of
| Role | Plan administrator |
| Date | 2022-05-04 |
| Name of individual signing | EDWARD ROJAS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7862956228 |
| Plan sponsor’s address | 5757 BLUE LAGOON DRIVE STE 110, MIAMI, FL, 33126 |
Signature of
| Role | Plan administrator |
| Date | 2021-06-01 |
| Name of individual signing | EDWARD ROJAS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7862956228 |
| Plan sponsor’s address | 777 BRICKELL AVE SUITE 500, MIAMI, FL, 33131 |
Signature of
| Role | Plan administrator |
| Date | 2020-06-08 |
| Name of individual signing | EDWARD ROJAS |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| CA Corporate Services Inc. | Agent | 14231 SW 78 Street, MIAMI, FL 33183 |
| Name | Role | Address |
|---|---|---|
| SANTIAGO, LETICIA | Manager | 6100 Blue Lagoon Dr, Suite 160 Miami, FL 33126 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF MAILING ADDRESS | 2023-04-24 | 6100 Blue Lagoon Dr, Suite 160, Miami, FL 33126 | No data |
| REGISTERED AGENT NAME CHANGED | 2023-04-24 | CA Corporate Services Inc. | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2023-04-24 | 14231 SW 78 Street, MIAMI, FL 33183 | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2022-04-20 | 6100 Blue Lagoon Dr, Suite 160, Miami, FL 33126 | No data |
| LC AMENDMENT | 2019-07-26 | No data | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-05-01 |
| ANNUAL REPORT | 2023-04-24 |
| ANNUAL REPORT | 2022-04-20 |
| ANNUAL REPORT | 2021-03-12 |
| ANNUAL REPORT | 2020-01-23 |
| LC Amendment | 2019-07-26 |
| ANNUAL REPORT | 2019-01-15 |
| ANNUAL REPORT | 2018-04-04 |
| ANNUAL REPORT | 2017-01-17 |
| ANNUAL REPORT | 2016-04-04 |
Date of last update: 21 Jan 2025
Sources: Florida Department of State
