Entity Name: | FORTIS PRIVATE WEALTH ADVISORS LLC |
Jurisdiction: | FLORIDA |
Filing Type: |
Florida Limited Liability Co.
FORTIS PRIVATE WEALTH ADVISORS 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. |
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: | 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
Federal Employer Identification (FEI) Number assigned by the IRS. |
Address: | 6100 Blue Lagoon Dr, Miami, FL, 33126, US |
Mail Address: | PO Box 557155, Miami, FL, 33255, US |
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 | |||||||||||||||||||||||
|
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 |
---|---|---|
SANTIAGO LETICIA | Manager | 6100 Blue Lagoon Dr, Miami, FL, 33126 |
CA Corporate Services Inc. | Agent | 14231 SW 78 Street, MIAMI, FL, 33183 |
Event Type | Filed Date | Value | Description |
---|---|---|---|
CHANGE OF MAILING ADDRESS | 2023-04-24 | 6100 Blue Lagoon Dr, Suite 160, Miami, FL 33126 | - |
REGISTERED AGENT NAME CHANGED | 2023-04-24 | CA Corporate Services Inc. | - |
REGISTERED AGENT ADDRESS CHANGED | 2023-04-24 | 14231 SW 78 Street, MIAMI, FL 33183 | - |
CHANGE OF PRINCIPAL ADDRESS | 2022-04-20 | 6100 Blue Lagoon Dr, Suite 160, Miami, FL 33126 | - |
LC AMENDMENT | 2019-07-26 | - | - |
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: 01 Apr 2025
Sources: Florida Department of State