| Entity Name: | AVENTAIL WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 19 Nov 2015 (9 years ago) |
| Document Number: | L15000196250 |
| FEI/EIN Number | 47-5677750 |
| Address: | 353 AVENUE C, SOUTHWEST, WINTER HAVEN, FL 33880 |
| Mail Address: | 353 AVENUE C, SOUTHWEST, WINTER HAVEN, FL 33880 |
| ZIP code: | 33880 |
| County: | Polk |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SPIN-OFF TERMINATION PLAN FOR AVENTAIL WEALTH MANAGEMENT, LLC | 2017 | 475677750 | 2018-12-19 | AVENTAIL WEALTH MANAGEMENT, LLC | 3 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2018-12-19 |
| Name of individual signing | DAN TOOMEY |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| TURNER, MARK G | Agent | 255 MAGNOLIA AVENUE, SOUTHWEST, WINTER HAVEN, FL 33880 |
| Name | Role | Address |
|---|---|---|
| SHIRA, CAROL L | Manager | 433 SANDESTIN DRIVE, WINTER HAVEN, FL 33884 |
| ULCH, BRIAN C | Manager | 1204 Betts Everett Blvd., Apt. 301 WINTER HAVEN, FL 33884 |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-02-05 |
| ANNUAL REPORT | 2024-01-31 |
| ANNUAL REPORT | 2023-01-25 |
| ANNUAL REPORT | 2022-04-11 |
| ANNUAL REPORT | 2021-01-19 |
| ANNUAL REPORT | 2020-02-19 |
| ANNUAL REPORT | 2019-02-08 |
| ANNUAL REPORT | 2018-03-13 |
| ANNUAL REPORT | 2017-03-23 |
| ANNUAL REPORT | 2016-04-12 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 2347317100 | 2020-04-10 | 0455 | PPP | 353 Avenue C Sw, Winter Haven, FL, 33880-3262 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 19 Feb 2025
Sources: Florida Department of State
