| Entity Name: | THE INSTITUTE OF FINANCIAL WELLNESS, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
THE INSTITUTE OF FINANCIAL WELLNESS, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations. |
| Status: |
Active
The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness. |
| Date Filed: | 11 Dec 2018 (6 years ago) |
| Last Event: | LC STMNT OF RA/RO CHG |
| Event Date Filed: | 04 Apr 2024 (a year ago) |
| Document Number: | L18000284550 |
| FEI/EIN Number |
83-3628904
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 1400 NE 4th Ave, FT. LAUDERDALE, FL, 33304, US |
| Mail Address: | 1400 NE 4th Ave, FT. LAUDERDALE, FL, 33304, US |
| ZIP code: | 33304 |
| County: | Broward |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| SUSSMAN ERIK C | Manager | 33 NURMI DRIVE, FT. LAUDERDALE, FL, 33301 |
| REGISTERED AGENTS INC | Agent | - |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G24000128238 | 22 ANNUITIES AND INSURANCE GROUP | ACTIVE | 2024-10-17 | 2029-12-31 | - | 1400 NE 4TH AVE, FORT LAUDERDALE, FL, 33304 |
| G20000150278 | THE INSTITUTE OF FINANCIAL WELLNESS | ACTIVE | 2020-11-24 | 2025-12-31 | - | 313 NE 2ND ST, UNIT PH-05, FT LAUDERDALE, FL, 33301--114 |
| G20000056383 | CHOICE FINANCIAL PROFESSIONALS | ACTIVE | 2020-05-21 | 2025-12-31 | - | 313 NE 2ND ST., PH-05, FORT LAUDERDALE, FL, 33301 |
| G18000136913 | MASSMUTUAL SOUTH FLORIDA | EXPIRED | 2018-12-28 | 2023-12-31 | - | 1000 CORPORATE DRIVE, SUITE 700, FT. LAUDERDALE, FL, 33334 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2024-10-25 | 1400 NE 4th Ave, FT. LAUDERDALE, FL 33304 | - |
| CHANGE OF MAILING ADDRESS | 2024-10-25 | 1400 NE 4th Ave, FT. LAUDERDALE, FL 33304 | - |
| LC STMNT OF RA/RO CHG | 2024-04-04 | - | - |
| REGISTERED AGENT NAME CHANGED | 2024-04-04 | REGISTERED AGENTS INC | - |
| REGISTERED AGENT ADDRESS CHANGED | 2024-04-04 | 7901 4TH ST N, STE 300, ST PETERSBURG, FL 33702 | - |
| LC NAME CHANGE | 2022-08-17 | THE INSTITUTE OF FINANCIAL WELLNESS, LLC | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-02-05 |
| ANNUAL REPORT | 2024-04-20 |
| CORLCRACHG | 2024-04-04 |
| ANNUAL REPORT | 2023-01-27 |
| LC Name Change | 2022-08-17 |
| ANNUAL REPORT | 2022-04-25 |
| ANNUAL REPORT | 2021-04-26 |
| ANNUAL REPORT | 2020-03-19 |
| ANNUAL REPORT | 2019-04-22 |
| Florida Limited Liability | 2018-12-11 |
Date of last update: 01 Apr 2025
Sources: Florida Department of State
