| Entity Name: | MERITAGE WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 03 Jan 2018 (7 years ago) |
| Document Number: | L18000001812 |
| FEI/EIN Number | 82-3906366 |
| Address: | 4108 W. SANTIAGO ST, TAMPA, FL, 33629, US |
| Mail Address: | 4108 W. SANTIAGO ST, TAMPA, FL, 33629, US |
| ZIP code: | 33629 |
| County: | Hillsborough |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MERITAGE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | 2023 | 823906366 | 2024-04-16 | MERITAGE WEALTH MANAGEMENT LLC | 2 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-04-16 |
| Name of individual signing | LISA KULHAVI |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 541990 |
| Sponsor’s telephone number | 8134311282 |
| Plan sponsor’s address | 4108 W SANTIAGO STREET, TAMPA, FL, 33629 |
Signature of
| Role | Plan administrator |
| Date | 2023-03-30 |
| Name of individual signing | LISA KULHAVI |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 541990 |
| Sponsor’s telephone number | 8134311282 |
| Plan sponsor’s address | 4108 W SANTIAGO STREET, TAMPA, FL, 33629 |
Signature of
| Role | Plan administrator |
| Date | 2022-04-07 |
| Name of individual signing | LISA R. KULHAVI |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 541990 |
| Sponsor’s telephone number | 8134311282 |
| Plan sponsor’s address | 4108 W SANTIAGO STREET, TAMPA, FL, 33629 |
Signature of
| Role | Plan administrator |
| Date | 2021-04-02 |
| Name of individual signing | LISA KULHAVI |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 541990 |
| Sponsor’s telephone number | 8134311282 |
| Plan sponsor’s address | 4108 W SANTIAGO STREET, TAMPA, FL, 33629 |
Signature of
| Role | Plan administrator |
| Date | 2020-04-20 |
| Name of individual signing | LISA KULHAVI |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| YONGE L. TESQ | Agent | 6987 E FOWLER AVE, TAMPA, FL, 33617 |
| Name | Role | Address |
|---|---|---|
| KULHAVI LISA R | Manager | 4108 W. SANTIAGO ST, TAMPA, FL, 33629 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT NAME CHANGED | 2022-04-26 | YONGE, L. TYLER, ESQ | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-04-17 |
| ANNUAL REPORT | 2023-04-18 |
| ANNUAL REPORT | 2022-04-26 |
| ANNUAL REPORT | 2021-04-19 |
| ANNUAL REPORT | 2020-06-17 |
| ANNUAL REPORT | 2019-02-19 |
| Florida Limited Liability | 2018-01-03 |
Date of last update: 01 Feb 2025
Sources: Florida Department of State
