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PRESTIGE WEALTH PARTNERS, LLC

Company Details

Entity Name: PRESTIGE WEALTH PARTNERS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 30 Aug 2017 (7 years ago)
Document Number: L17000186076
FEI/EIN Number 82-1967325
Address: 3837 NW Boca Raton Blvd, Boca Raton, FL 33441
Mail Address: 3837 NW Boca Raton Blvd, Boca Raton, FL 33441
ZIP code: 33441
County: Broward
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PRESTIGE WEALTH PARTNERS LLC 401(K) PLAN 2023 821967325 2024-10-02 PRESTIGE WEALTH PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 9542288106
Plan sponsor’s address 3301 N. UNIVERSITY DR SUITE 100-102, CORAL SPRINGS, FL, 33065

Signature of

Role Plan administrator
Date 2024-10-02
Name of individual signing ALLISON BRECHER
Valid signature Filed with authorized/valid electronic signature
PRESTIGE WEALTH PARTNERS LLC 401(K) PLAN 2022 821967325 2023-09-28 PRESTIGE WEALTH PARTNERS LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 9542288106
Plan sponsor’s address 3301 N. UNIVERSITY DR SUITE 100-102, CORAL SPRINGS, FL, 33065

Signature of

Role Plan administrator
Date 2023-09-28
Name of individual signing ALLISON BRECHER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
GEORGIOU, ROBERT M Agent 3837 NW Boca Raton Blvd, Boca Raton, FL 33441

Managing Member

Name Role Address
GEORGIOU, ROBERT M Managing Member 3301 N UNIVERSITY DRIVE, 100-102 CORAL SPRINGS, FL 33065
KOURY, JOSEPH M Managing Member 3301 N UNIVERSITY DRIVE, 100-102 CORAL SPRINGS, FL 33065

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-05-12 3837 NW Boca Raton Blvd, Boca Raton, FL 33441 No data
CHANGE OF MAILING ADDRESS 2023-05-12 3837 NW Boca Raton Blvd, Boca Raton, FL 33441 No data
REGISTERED AGENT ADDRESS CHANGED 2023-05-12 3837 NW Boca Raton Blvd, Boca Raton, FL 33441 No data

Documents

Name Date
ANNUAL REPORT 2024-04-22
ANNUAL REPORT 2023-05-12
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-02-01
ANNUAL REPORT 2020-01-14
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-05-01
Florida Limited Liability 2017-08-30

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8554497206 2020-04-28 0455 PPP 5411 N University Dr, 101, CORAL SPRINGS, FL, 33067-4637
Loan Status Date 2021-08-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 62000
Loan Approval Amount (current) 62000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 448323
Servicing Lender Name First Bank
Servicing Lender Address 2465 Kuser Rd, Ste 101, HAMILTON, NJ, 08690-3310
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CORAL SPRINGS, BROWARD, FL, 33067-4637
Project Congressional District FL-23
Number of Employees 4
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 448323
Originating Lender Name First Bank
Originating Lender Address HAMILTON, NJ
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 62759.29
Forgiveness Paid Date 2021-07-28

Date of last update: 18 Feb 2025

Sources: Florida Department of State