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  5. CN WEALTH MANAGEMENT GROUP, LLC

CN WEALTH MANAGEMENT GROUP, LLC

Company Details

Entity Name: CN WEALTH MANAGEMENT GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 02 Oct 2017 (7 years ago)
Document Number: L17000203185
FEI/EIN Number 823044798
Address: 28050 US HWY 19 N, CLEARWATER, FL, 33761, US
Mail Address: 28050 US HWY 19 N, CLEARWATER, FL, 33761, US
ZIP code: 33761
County: Pinellas
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CN WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN 2023 823044798 2024-05-13 CN WEALTH MANAGEMENT GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7272236023
Plan sponsor’s address 28050 US HIGHWAY 19 N, SUITE 401, CLEARWATER, FL, 33761
CN WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN 2022 823044798 2023-05-24 CN WEALTH MANAGEMENT GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7272236023
Plan sponsor’s address 28050 US HIGHWAY 19 N, SUITE 401, CLEARWATER, FL, 33761
CN WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN 2021 823044798 2022-07-29 CN WEALTH MANAGEMENT GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7272236023
Plan sponsor’s address 28050 US HIGHWAY 19 N, SUITE 401, CLEARWATER, FL, 33761
CN WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN 2020 823044798 2021-07-29 CN WEALTH MANAGEMENT GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7272236023
Plan sponsor’s address 28050 US HIGHWAY 19 N, SUITE 401, CLEARWATER, FL, 33761
CN WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN 2020 823044798 2021-07-27 CN WEALTH MANAGEMENT GROUP, LLC 6
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7272236023
Plan sponsor’s address 28050 US HIGHWAY 1R9 N, SUITE 401, CLEARWATER, FL, 33761
CN WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN 2019 823044798 2020-02-25 CN WEALTH MANAGEMENT GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7272236023
Plan sponsor’s address 28050 US HIGHWAY 19 N, SUITE 401, CLEARWATER, FL, 33761
CN WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN 2018 823044798 2019-07-30 CN WEALTH MANAGEMENT GROUP, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 7272236023
Plan sponsor’s address 28050 US HIGHWAY 19 N, SUITE 401, CLEARWATER, FL, 33761

Agent

Name Role
CN WEALTH MANAGEMENT GROUP, LLC Agent

Manager

Name Role Address
NIEWIERSKI SYDNEY M Manager 28050 US HWY 19 N, CLEARWATER, FL, 33761
CHIAVACCI ROBERT Manager 28050 US HWY 19 N, CLEARWATER, FL, 33761

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G22000048320 KEYBRIDGE WEALTH MANAGEMENT ACTIVE 2022-04-18 2027-12-31 No data 28050 US HWY 19 N,SUITE 401, CLEARWATER, FL, 33761
G17000112364 HCN WEALTH MANAGEMENT EXPIRED 2017-10-11 2022-12-31 No data 12329 WYCLIFF PL, TAMPA, FL, 33626

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-05-10 28050 US HWY 19 N, CLEARWATER, FL 33761 No data
REGISTERED AGENT NAME CHANGED 2023-01-31 CN Wealth Management Group No data
REGISTERED AGENT ADDRESS CHANGED 2023-01-31 28050 US HWY 19 N, STE 401, CLEARWATER, FL 33761 No data
CHANGE OF MAILING ADDRESS 2020-04-23 28050 US HWY 19 N, CLEARWATER, FL 33761 No data

Documents

Name Date
ANNUAL REPORT 2024-03-07
ANNUAL REPORT 2023-01-31
ANNUAL REPORT 2022-03-11
ANNUAL REPORT 2021-08-26
ANNUAL REPORT 2020-06-12
ANNUAL REPORT 2019-04-13
ANNUAL REPORT 2018-01-29
Florida Limited Liability 2017-10-02

Related by officers

CHIAVACCI ROBERT

CHIAVACCI FAMILY FOUNDATION, INC.

Related by address

No related companies by address

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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