| Entity Name: | PFG PRIVATE WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 01 Dec 2015 (9 years ago) |
| Document Number: | L15000198529 |
| FEI/EIN Number | 81-0693395 |
| Address: | 18572 N. DALE MABRY HIGHWAY, LUTZ, FL 33548 |
| Mail Address: | 18572 N. DALE MABRY HIGHWAY, LUTZ, FL 33548 |
| ZIP code: | 33548 |
| County: | Hillsborough |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1799957 | 18572 N DALE MABRY HIGHWAY, LUTZ, FL, 33548 | 18572 N DALE MABRY HIGHWAY, LUTZ, FL, 33548 | 8132867776 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2024-11-05 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-07-16
| Form type | N-PX |
| File number | 028-19666 |
| Filing date | 2024-07-16 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-15
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2024-07-15 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-23
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2024-04-23 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-22
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2024-01-22 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-24
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2023-10-24 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-17
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2023-07-17 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-01
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2023-05-01 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-19
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2023-01-19 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-04
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2022-11-04 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-19
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2022-07-19 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-25
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2022-04-25 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-27
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2022-01-27 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-04
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2021-11-04 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-02
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2021-08-02 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-07
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2021-05-07 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-01-25
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2021-01-25 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-03
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2020-11-03 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-12
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2020-08-12 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-28
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2020-04-28 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-21
| Form type | 13F-HR |
| File number | 028-19666 |
| Filing date | 2020-01-21 |
| Reporting date | 2019-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PFG PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN | 2023 | 810693395 | 2024-10-02 | PFG PRIVATE WEALTH MANAGEMENT, LLC | 3 | |||||||||||||
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| PFG PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN | 2022 | 810693395 | 2023-10-03 | PFG PRIVATE WEALTH MANAGEMENT, LLC | 4 | |||||||||||||
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| PFG PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN | 2021 | 810693395 | 2022-10-04 | PFG PRIVATE WEALTH MANAGEMENT, LLC | 5 | |||||||||||||
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| PFG PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN | 2020 | 810693395 | 2021-10-12 | PFG PRIVATE WEALTH MANAGEMENT, LLC | 3 | |||||||||||||
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| PFG PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN | 2019 | 810693395 | 2020-09-30 | PFG PRIVATE WEALTH MANAGEMENT, LLC | 3 | |||||||||||||
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| PFG PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN | 2018 | 810693395 | 2019-03-25 | PFG PRIVATE WEALTH MANAGEMENT, LLC | 3 | |||||||||||||
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| PFG PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN | 2017 | 810693395 | 2018-08-27 | PFG PRIVATE WEALTH MANAGEMENT, LLC | 2 | |||||||||||||
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| PFG PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN | 2016 | 810693395 | 2017-08-14 | PFG PRIVATE WEALTH MANAGEMENT, LLC | 2 | |||||||||||||
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| Name | Role | Address |
|---|---|---|
| RIVELLINI, PETER A | Agent | 911 CHESTNUT STREET, CLEARWATER, FL 33756 |
| Name | Role | Address |
|---|---|---|
| PERRY, JEFF | Manager | 18572 N. DALE MABRY HIGHWAY, LUTZ, FL 33548 |
| PERRY, ROBERT | Manager | 18572 N. DALE MABRY HIGHWAY, LUTZ, FL 33548 |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-02-06 |
| ANNUAL REPORT | 2023-01-30 |
| ANNUAL REPORT | 2022-01-27 |
| ANNUAL REPORT | 2021-01-28 |
| ANNUAL REPORT | 2020-02-25 |
| ANNUAL REPORT | 2019-02-11 |
| ANNUAL REPORT | 2018-03-12 |
| ANNUAL REPORT | 2017-03-30 |
| ANNUAL REPORT | 2016-04-29 |
| Florida Limited Liability | 2015-12-01 |
Date of last update: 20 Jan 2025
Sources: Florida Department of State
