Entity Name: | SLATESTONE WEALTH, LLC |
Jurisdiction: | FLORIDA |
Filing Type: | Florida Limited Liability Co. |
Status: | Active |
Date Filed: | 17 Jan 2017 (8 years ago) |
Last Event: | LC STMNT OF RA/RO CHG |
Event Date Filed: | 05 Jun 2017 (8 years ago) |
Document Number: | L17000013654 |
FEI/EIN Number | 61-1815919 |
Address: | 661 University Blvd, Suite 100, Jupiter, FL, 33458, US |
Mail Address: | 661 University Blvd, Suite 100, Jupiter, FL, 33458, US |
ZIP code: | 33458 |
County: | Palm Beach |
Place of Formation: | FLORIDA |
Type | Company Name | Company Number | State |
---|---|---|---|
Headquarter of | SLATESTONE WEALTH, LLC, ALABAMA | 000-842-553 | ALABAMA |
Headquarter of | SLATESTONE WEALTH, LLC, NEW YORK | 5325342 | NEW YORK |
Headquarter of | SLATESTONE WEALTH, LLC, CONNECTICUT | 1281205 | CONNECTICUT |
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1764049 | 661 UNIVERSITY BLVD, SUITE 100, JUPITER, FL, 33458 | 661 UNIVERSITY BLVD, SUITE 100, JUPITER, FL, 33458 | 5612442504 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2024-11-07 |
Reporting date | 2024-09-30 |
File | View File |
Filings since 2024-08-01
Form type | N-PX |
File number | 028-19177 |
Filing date | 2024-08-01 |
Reporting date | 2024-06-30 |
File | View File |
Filings since 2024-07-25
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2024-07-25 |
Reporting date | 2024-06-30 |
File | View File |
Filings since 2024-04-26
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2024-04-26 |
Reporting date | 2024-03-31 |
File | View File |
Filings since 2024-02-01
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2024-02-01 |
Reporting date | 2023-12-31 |
File | View File |
Filings since 2023-10-12
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2023-10-12 |
Reporting date | 2023-09-30 |
File | View File |
Filings since 2023-08-08
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2023-08-08 |
Reporting date | 2023-03-31 |
File | View File |
Filings since 2023-08-07
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2023-08-07 |
Reporting date | 2023-06-30 |
File | View File |
Filings since 2023-02-01
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2023-02-01 |
Reporting date | 2022-12-31 |
File | View File |
Filings since 2022-11-03
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2022-11-03 |
Reporting date | 2022-09-30 |
File | View File |
Filings since 2022-08-04
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2022-08-04 |
Reporting date | 2022-06-30 |
File | View File |
Filings since 2022-05-04
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2022-05-04 |
Reporting date | 2022-03-31 |
File | View File |
Filings since 2022-02-02
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2022-02-02 |
Reporting date | 2021-12-31 |
File | View File |
Filings since 2021-10-28
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2021-10-28 |
Reporting date | 2021-09-30 |
File | View File |
Filings since 2021-08-02
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2021-08-02 |
Reporting date | 2021-06-30 |
File | View File |
Filings since 2021-04-19
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2021-04-19 |
Reporting date | 2021-03-31 |
File | View File |
Filings since 2021-01-25
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2021-01-25 |
Reporting date | 2020-12-31 |
File | View File |
Filings since 2020-10-27
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2020-10-27 |
Reporting date | 2020-09-30 |
File | View File |
Filings since 2020-07-29
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2020-07-29 |
Reporting date | 2020-06-30 |
File | View File |
Filings since 2020-04-28
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2020-04-28 |
Reporting date | 2020-03-31 |
File | View File |
Filings since 2020-02-06
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2020-02-06 |
Reporting date | 2019-12-31 |
File | View File |
Filings since 2019-11-05
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2019-11-05 |
Reporting date | 2019-09-30 |
File | View File |
Filings since 2019-08-05
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2019-08-05 |
Reporting date | 2019-06-30 |
File | View File |
Filings since 2019-05-06
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2019-05-06 |
Reporting date | 2019-03-31 |
File | View File |
Filings since 2019-02-13
Form type | 13F-HR |
File number | 028-19177 |
Filing date | 2019-02-13 |
Reporting date | 2018-12-31 |
File | View File |
Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN | 2023 | 611815919 | 2024-06-24 | SLATESTONE WEALTH, LLC | 23 | |||||||||||||||||||||||
|
Role | Plan administrator |
Date | 2024-06-24 |
Name of individual signing | MICHELLE BONNEY |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 2017-01-01 |
Business code | 523900 |
Sponsor’s telephone number | 5612442504 |
Plan sponsor’s address | 661 UNIVERSITY BLVD, SUITE 100, JUPITER, FL, 33458 |
Signature of
Role | Plan administrator |
Date | 2023-06-10 |
Name of individual signing | MICHELLE BONNEY |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 2017-01-01 |
Business code | 523900 |
Sponsor’s telephone number | 8648968171 |
Plan sponsor’s address | 601 HERITAGE DR, SUITE 232, JUPITER, FL, 33458 |
Signature of
Role | Plan administrator |
Date | 2022-06-22 |
Name of individual signing | MICHELLE BONNEY |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 2017-01-01 |
Business code | 523900 |
Sponsor’s telephone number | 8648968171 |
Plan sponsor’s address | 4495 MILITARY TRAIL, SUITE 207, JUPITER, FL, 33458 |
Signature of
Role | Plan administrator |
Date | 2021-08-10 |
Name of individual signing | MICHELLE BONNEY |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 2017-01-01 |
Business code | 523900 |
Sponsor’s telephone number | 5612442504 |
Plan sponsor’s address | 4495 MILITARY TRL, STE 207, JUPITER, FL, 33458 |
Signature of
Role | Plan administrator |
Date | 2020-04-27 |
Name of individual signing | PATRICK TYLANDER |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 2017-01-01 |
Business code | 523900 |
Sponsor’s telephone number | 5612442504 |
Plan sponsor’s address | 4495 MILITARY TRAIL SUITE 207, JUPITER, FL, 33458 |
Signature of
Role | Plan administrator |
Date | 2019-04-24 |
Name of individual signing | MICHELLE BONNEY |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 2017-01-01 |
Business code | 523900 |
Sponsor’s telephone number | 5612442504 |
Plan sponsor’s address | 4495 MILITARY TRAIL, SUITE 207, JUPITER, FL, 33458 |
Signature of
Role | Plan administrator |
Date | 2018-07-12 |
Name of individual signing | MICHELLE BONNEY |
Valid signature | Filed with authorized/valid electronic signature |
Name | Role | Address |
---|---|---|
TYLANDER PATRICK | Agent | 661 University Blvd, Jupiter, FL, 33458 |
Name | Role | Address |
---|---|---|
KING TERRI | Manager | 661 University Blvd, Jupiter, FL, 33458 |
KLEINER MILAGROS | Manager | 661 University Blvd, Jupiter, FL, 33458 |
Pierce Kimberly | Manager | 661 University Blvd, Jupiter, FL, 33458 |
Bottoms David | Manager | 661 University Blvd, Jupiter, FL, 33458 |
Sorel Troy | Manager | 661 University Blvd, Jupiter, FL, 33458 |
SLATESTONE HOLDINGS LLC | Manager | No data |
Event Type | Filed Date | Value | Description |
---|---|---|---|
CHANGE OF PRINCIPAL ADDRESS | 2023-04-04 | 661 University Blvd, Suite 100, Jupiter, FL 33458 | No data |
CHANGE OF MAILING ADDRESS | 2023-04-04 | 661 University Blvd, Suite 100, Jupiter, FL 33458 | No data |
REGISTERED AGENT ADDRESS CHANGED | 2023-04-04 | 661 University Blvd, Suite 100, Jupiter, FL 33458 | No data |
LC STMNT OF RA/RO CHG | 2017-06-05 | No data | No data |
LC NAME CHANGE | 2017-01-30 | SLATESTONE WEALTH, LLC | No data |
Name | Date |
---|---|
ANNUAL REPORT | 2024-04-17 |
ANNUAL REPORT | 2023-04-04 |
ANNUAL REPORT | 2022-04-18 |
ANNUAL REPORT | 2021-04-12 |
ANNUAL REPORT | 2020-02-27 |
ANNUAL REPORT | 2019-04-17 |
ANNUAL REPORT | 2018-02-13 |
CORLCRACHG | 2017-06-05 |
LC Name Change | 2017-01-30 |
Florida Limited Liability | 2017-01-17 |
Date of last update: 02 Feb 2025
Sources: Florida Department of State