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SLATESTONE WEALTH, LLC - Florida Company Profile

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Company Details

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.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

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
City: Jupiter
County: Palm Beach
Place of Formation: FLORIDA

Links between entities

Type:
Headquarter of
Company Number:
000-842-553
State:
ALABAMA
Type:
Headquarter of
Company Number:
5325342
State:
NEW YORK
Type:
Headquarter of
Company Number:
1281205
State:
CONNECTICUT
CONNECTICUT profile:

Key Officers & Management

Name Role Address
TYLANDER PATRICK Agent 661 University Blvd, Jupiter, FL, 33458
Tylander Patrick E Manager 661 University Blvd, Jupiter, FL, 33458
Daniels Sharon A Manager 661 University Blvd, Jupiter, FL, 33458

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001764049
Phone:
5612442504

Latest Filings

Form type:
13F-HR
File number:
028-19177
Filing date:
2025-05-08
File:
Form type:
13F-HR
File number:
028-19177
Filing date:
2025-02-10
File:
Form type:
13F-HR
File number:
028-19177
Filing date:
2024-11-07
File:
Form type:
N-PX
File number:
028-19177
Filing date:
2024-08-01
File:
Form type:
13F-HR
File number:
028-19177
Filing date:
2024-07-25
File:

Form 5500 Series

Employer Identification Number (EIN):
611815919
Plan Year:
2024
Number Of Participants:
31
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
23
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
25
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
20
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
26
Sponsors Telephone Number:

Events

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 -

Documents

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

USAspending Awards / Financial Assistance

Date:
2022-04-11
Awarding Agency Name:
Small Business Administration
Transaction Description:
AWARDTYPE: DIRECT LOANS ACTIVITIES TO BE PERFORMED: PROVIDE LOANS TO BUSINESSES IMPACTED BY THE COVID-19 PANDEMIC FOR UNINSURED OR OTHERWISE UNCOMPENSATED ECONOMIC INJURY. DELIVERABLES: LOANS EXPECTED OUTCOMES: EXPECTED OUTCOMES: ENABLE BUSINESSES TO FUND POST-DISASTER ORDINARY AND NECESSARY OPERATING EXPENSES UNTIL NORMAL OPERATIONS RESUME INTENDED BENEFICIARIES: SURVIVORS OF DISASTER SUBRECIPIENT ACTIVITIES: NA
Obligated Amount:
0.00
Face Value Of Loan:
500000.00
Total Face Value Of Loan:
500000.00
Date:
2020-04-07
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
481500.00
Total Face Value Of Loan:
481500.00

Paycheck Protection Program

Jobs Reported:
26
Initial Approval Amount:
$481,500
Date Approved:
2020-04-07
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$481,500
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$484,679.22
Servicing Lender:
First Financial Bank
Use of Proceeds:
Payroll: $481,500

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Date of last update: 02 Jul 2025

Sources: Florida Department of State