| Entity Name: | PINKERTON WEALTH MANAGEMENT GROUP, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 04 May 2016 (9 years ago) |
| Document Number: | L16000088047 |
| FEI/EIN Number | 81-2591565 |
| Address: | 310 West Venice Avenue, Suite 201, Venice, FL, 34285, US |
| Mail Address: | 310 West Venice Avenue, Suite 201, Venice, FL, 34285, US |
| ZIP code: | 34285 |
| County: | Sarasota |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PWMG 401(K) PLAN | 2018 | 812591565 | 2019-10-09 | PINKERTON WEALTH MANAGEMENT GROUP, LLC | 8 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2019-10-09 |
| Name of individual signing | BRAD WATSON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2016-07-15 |
| Business code | 523900 |
| Sponsor’s telephone number | 9414088557 |
| Plan sponsor’s address | 310 WEST VENICE AVENUE, SUITE 201, VENICE, FL, 34285 |
Signature of
| Role | Plan administrator |
| Date | 2018-05-11 |
| Name of individual signing | BRAD WATSON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2016-07-15 |
| Business code | 523900 |
| Sponsor’s telephone number | 9414088557 |
| Plan sponsor’s address | 4240 TAMIAMI TRAIL S., VENICE, FL, 34293 |
Signature of
| Role | Plan administrator |
| Date | 2017-08-22 |
| Name of individual signing | SCOTT PINKERTON |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| ROBERTS GREGORY C | Agent | 341 VENICE AVENUE WEST, VENICE, FL, 34285 |
| Name | Role | Address |
|---|---|---|
| PINKERTON SCOTT G | Managing Member | 310 West Venice Avenue, Suite 201, Venice, FL, 34285 |
| Name | Role | Address |
|---|---|---|
| Guinta Donna J | Chief Operating Officer | 310 West Venice Avenue, Suite 201, Venice, FL, 34285 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G18000012124 | PINKERTON PRIVATE WEALTH | EXPIRED | 2018-01-23 | 2023-12-31 | No data | 4240 S. TAMIAMI TRAIL, VENICE, FL, 34293 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2018-02-21 | 310 West Venice Avenue, Suite 201, Venice, FL 34285 | No data |
| CHANGE OF MAILING ADDRESS | 2018-02-21 | 310 West Venice Avenue, Suite 201, Venice, FL 34285 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-01-31 |
| ANNUAL REPORT | 2023-01-26 |
| ANNUAL REPORT | 2022-03-10 |
| ANNUAL REPORT | 2021-03-29 |
| ANNUAL REPORT | 2020-04-09 |
| ANNUAL REPORT | 2019-04-17 |
| ANNUAL REPORT | 2018-02-21 |
| ANNUAL REPORT | 2017-01-14 |
| Florida Limited Liability | 2016-05-04 |
Date of last update: 02 Feb 2025
Sources: Florida Department of State
