| Entity Name: | ENVISION FINANCIAL SERVICES & ASSET MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 28 Mar 2018 (7 years ago) |
| Document Number: | L18000079482 |
| FEI/EIN Number | 83-1263115 |
| Address: | 910 McGregor Way, Maitland, FL, 32751, US |
| Mail Address: | 910 McGregor Way, MAITLAND, FL, 32751, US |
| ZIP code: | 32751 |
| County: | Orange |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| GERLIN WILLIAM S | Agent | 910 McGregor Way, Maitland, FL, 32751 |
| Name | Role | Address |
|---|---|---|
| Gerlin William S | Mr | 910 McGregor Way, Maitland, FL, 32751 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G18000118866 | ENVISION WEALTH PLANNERS | ACTIVE | 2018-11-05 | 2028-12-31 | No data | 910 MCGREGOR WAY, MAITLAND, FL, 32751 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2021-02-02 | 910 McGregor Way, Maitland, FL 32751 | No data |
| CHANGE OF MAILING ADDRESS | 2021-02-02 | 910 McGregor Way, Maitland, FL 32751 | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2021-02-02 | 910 McGregor Way, Maitland, FL 32751 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-01-30 |
| ANNUAL REPORT | 2023-01-17 |
| ANNUAL REPORT | 2022-01-25 |
| ANNUAL REPORT | 2021-02-02 |
| ANNUAL REPORT | 2020-03-31 |
| ANNUAL REPORT | 2019-03-15 |
| Florida Limited Liability | 2018-03-28 |
Date of last update: 01 Feb 2025
Sources: Florida Department of State
