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TRUE WEALTH FINANCIAL GROUP LLC - Florida Company Profile

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Company Details

Entity Name: TRUE WEALTH FINANCIAL GROUP LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 22 May 2018 (7 years ago)
Document Number: L18000127954
FEI/EIN Number 83-0767545
Address: 7408 Oak Lake Blvd, Pensacola, FL, 32526, US
Mail Address: 7408 Oak Lake Blvd, Pensacola, FL, 32526, US
ZIP code: 32526
City: Pensacola
County: Escambia
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Potter Michael Chief Compliance Officer 7408 Oak Lake Blvd, Pensacola, FL, 32526
POTTER MICHAEL L Agent 7408 Oak Lake Blvd, Pensacola, FL, 32526

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G20000091337 BABY STEP ADVISOR ACTIVE 2020-07-29 2025-12-31 - 7445 DECK LANE, PENSACOLA, FL, 32526

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-04-20 2165 Lewiston Lane, The Villages, FL 32162 -
CHANGE OF MAILING ADDRESS 2023-04-20 2165 Lewiston Lane, The Villages, FL 32162 -
REGISTERED AGENT ADDRESS CHANGED 2023-04-20 2165 Lewiston Lane, The Villages, FL 32162 -

Documents

Name Date
ANNUAL REPORT 2024-04-01
ANNUAL REPORT 2023-04-20
ANNUAL REPORT 2022-01-25
ANNUAL REPORT 2021-04-06
ANNUAL REPORT 2020-03-19
ANNUAL REPORT 2019-02-24
Florida Limited Liability 2018-05-22

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Date of last update: 02 Jul 2025

Sources: Florida Department of State