SARASOTA PRIVATE TRUST COMPANY, LLC - Florida Company Profile

Is this your business?

Get access!

Company Details

Entity Name:	SARASOTA PRIVATE TRUST COMPANY, LLC
Jurisdiction:	FLORIDA
Filing Type:	Florida Limited Liability Co.
Status:	Active
Date Filed:	29 Nov 2018 (7 years ago)
Last Event:	REINSTATEMENT
Event Date Filed:	22 Mar 2022 (3 years ago)
Document Number:	L18000274707
FEI/EIN Number	83-2680596
Address:	240 SOUTH PINEAPPLE AVE, 5TH FLOOR, SARASOTA, FL, 34236
Mail Address:	240 SOUTH PINEAPPLE AVE, 5TH FLOOR, SARASOTA, FL, 34236
ZIP code:	34236
City:	Sarasota
County:	Sarasota
Place of Formation:	FLORIDA

Key Officers & Management

Name	Role	Address
Isaac William M	Director	240 SOUTH PINEAPPLE AVE, SARASOTA, FL, 34236
Kaplan Eric S	Director	240 SOUTH PINEAPPLE AVE, SARASOTA, FL, 34236
HART JOHN R	Agent	240 SOUTH PINEAPPLE AVE, SARASOTA, FL, 34236
Hart John R	Director	240 SOUTH PINEAPPLE AVE, SARASOTA, FL, 34236
Dickson George JJr.	Director	5 East 42nd Street, New York, NY, 10017
Hautamaki R. D	Director	240 SOUTH PINEAPPLE AVE, SARASOTA, FL, 34236

Form 5500 Series

Employer Identification Number (EIN):

832680596

Plan Year:

2020

Number Of Participants:

16

Sponsors Telephone Number:

9413181377

File:

Fictitious Names

Registration Number	Fictitious Name	Status	Filed Date	Expiration Date	Cancellation Date	Mailing Address
G25000010961	CORE WEALTH TRUST COMPANY, A DIVISION OF SARASOTA PRIVATE TRUST COMPANY	ACTIVE	2025-01-27	2030-12-31	-	240 S. PINEAPPLE APPLE, STE 501, SARASOTA, FL, 34236

Events

Event Type	Filed Date	Value	Description
REINSTATEMENT	2022-03-22	-	-
REGISTERED AGENT NAME CHANGED	2022-03-22	HART, JOHN R	-
ADMIN DISSOLUTION FOR ANNUAL REPORT	2020-09-25	-	-
LC NAME CHANGE	2018-12-27	SARASOTA PRIVATE TRUST COMPANY, LLC	-

Documents

Name	Date
ANNUAL REPORT	2025-02-11
ANNUAL REPORT	2024-02-15
ANNUAL REPORT	2023-04-28
REINSTATEMENT	2022-03-22
ANNUAL REPORT	2019-04-05
LC Name Change	2018-12-27
Florida Limited Liability	2018-11-29

Trademarks

Serial Number:

88584137

Mark:

SARASOTA PRIVATE TRUST COMPANY FLORIDA

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2019-08-19

Mark Drawing Type:

Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)

Mark Literal Elements:

SARASOTA PRIVATE TRUST COMPANY FLORIDA

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Wealth management services; investment advisory services; financial trust administration; trust services, namely, investment and trust company services; custodial services, namely, maintaining possession of financial assets for others for financial management purposes; estate administration, namely,...

International Classes:

036 - Primary Class

Class Status:

Active

Reviews Leave a review

This company hasn't received any reviews.

Date of last update: 02 Aug 2025

Sources: Florida Department of State