| Entity Name: | CAPSTONE STRATEGIC WEALTH ADVISORS, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
CAPSTONE STRATEGIC 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: | 24 Mar 2016 (9 years ago) |
| Last Event: | REINSTATEMENT |
| Event Date Filed: | 03 Oct 2018 (7 years ago) |
| Document Number: | L16000058906 |
| FEI/EIN Number |
35-2557908
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 23065 Lermitage Circle, Boca Raton, FL, 33433, US |
| Mail Address: | 23065 Lermitage Circle, Boca Raton, FL, 33433, US |
| ZIP code: | 33433 |
| County: | Palm Beach |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAPSTONE STRATEGIC WEALTH ADVISORS 401(K) PROFIT SHARING PLAN | 2023 | 352557908 | 2024-10-03 | CAPSTONE STRATEGIC WEALTH ADVISORS, LLC | 3 | |||||||||||||
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| CAPSTONE STRATEGIC WEALTH ADVISORS 401(K) PROFIT SHARING PLAN | 2022 | 352557908 | 2023-09-24 | CAPSTONE STRATEGIC WEALTH ADVISORS, LLC | 3 | |||||||||||||
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| CAPSTONE STRATEGIC WEALTH ADVISORS 401(K) PROFIT SHARING PLAN | 2021 | 352557908 | 2022-06-23 | CAPSTONE STRATEGIC WEALTH ADVISORS, LLC | 3 | |||||||||||||
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| CAPSTONE STRATEGIC WEALTH ADVISORS 401(K) PROFIT SHARING PLAN | 2020 | 352557908 | 2021-09-30 | CAPSTONE STRATEGIC WEALTH ADVISORS, LLC | 3 | |||||||||||||
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| Name | Role | Address |
|---|---|---|
| ALIZMAR VENTURES, LLC | Auth | - |
| Rae Jordan | Manager | 23065 Lermitage Circle, Boca Raton, FL, 33433 |
| BRESSAN MICHAEL D | Agent | 240 SOUTH PINEAPPLE AVENUE, 10TH FLOOR, SARASOTA, FL, 34236 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G16000038884 | HIGHTOWER BOCA RATON | EXPIRED | 2016-04-19 | 2021-12-31 | - | 150 E PALMETTO PARK ROAD SUITE 110, BOCA RATON, FL, 33432 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2024-01-04 | 23065 Lermitage Circle, Boca Raton, FL 33433 | - |
| CHANGE OF MAILING ADDRESS | 2024-01-04 | 23065 Lermitage Circle, Boca Raton, FL 33433 | - |
| REINSTATEMENT | 2018-10-03 | - | - |
| REGISTERED AGENT NAME CHANGED | 2018-10-03 | BRESSAN, MICHAEL D | - |
| ADMIN DISSOLUTION FOR ANNUAL REPORT | 2018-09-28 | - | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-01-04 |
| ANNUAL REPORT | 2023-01-28 |
| ANNUAL REPORT | 2022-01-08 |
| ANNUAL REPORT | 2021-02-05 |
| ANNUAL REPORT | 2020-06-13 |
| ANNUAL REPORT | 2019-02-05 |
| REINSTATEMENT | 2018-10-03 |
| ANNUAL REPORT | 2017-03-28 |
| Florida Limited Liability | 2016-03-24 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 4037537100 | 2020-04-12 | 0455 | PPP | 150 E Palmetto Park Road, Suite 110, Boca Raton, FL, 33432 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 3068448407 | 2021-02-04 | 0455 | PPS | 150 E Palmetto Park Rd Ste 110, Boca Raton, FL, 33432-4808 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 02 Apr 2025
Sources: Florida Department of State
