| Entity Name: | SLATESTONE WEALTH, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
SLATESTONE WEALTH, 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: | 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
Federal Employer Identification (FEI) Number assigned by the IRS. |
| 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 |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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 | |||||||||||||||||||||||
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| 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 |
|---|---|---|
| SLATESTONE HOLDINGS LLC | Manager | - |
| 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 |
| TYLANDER PATRICK | Agent | 661 University Blvd, Jupiter, FL, 33458 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2023-04-04 | 661 University Blvd, Suite 100, Jupiter, FL 33458 | - |
| CHANGE OF MAILING ADDRESS | 2023-04-04 | 661 University Blvd, Suite 100, Jupiter, FL 33458 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2023-04-04 | 661 University Blvd, Suite 100, Jupiter, FL 33458 | - |
| LC STMNT OF RA/RO CHG | 2017-06-05 | - | - |
| LC NAME CHANGE | 2017-01-30 | SLATESTONE WEALTH, LLC | - |
| 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 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 7311387002 | 2020-04-07 | 0455 | PPP | MILITARY TRL4495 Military Trail, JUPITER, FL, 33458-4839 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 02 Apr 2025
Sources: Florida Department of State
