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ASCEND WEALTH ADVISORS, LLC - Florida Company Profile

Company Details

Entity Name: ASCEND WEALTH ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

ASCEND WEALTH ADVISORS, 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.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

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: 15 Feb 2019 (6 years ago)
Last Event: LC AMENDMENT AND NAME CHANGE
Event Date Filed: 13 Feb 2024 (a year ago)
Document Number: L19000046448
FEI/EIN Number 93-4907421

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 3560 SOUTH THIRD STREET, JACKSONVILLE BEACH, FL, 32250, US
Mail Address: 3560 SOUTH THIRD STREET, JACKSONVILLE BEACH, FL, 32250, US
ZIP code: 32250
County: Duval
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Phillips Stephen L Auth 3560 SOUTH THIRD STREET, JACKSONVILLE BEACH, FL, 32250
Wilson Travis B Manager 3560 SOUTH THIRD STREET, JACKSONVILLE BEACH, FL, 32250
Cutler Christina A Auth 3560 SOUTH THIRD STREET, JACKSONVILLE BEACH, FL, 32250
Grysko James J Auth 3560 SOUTH THIRD STREET, JACKSONVILLE BEACH, FL, 32250
GRYSKO JAMES J Agent 3560 SOUTH THIRD STREET, JACKSONVILLE BEACH, FL, 32250

Events

Event Type Filed Date Value Description
LC AMENDMENT AND NAME CHANGE 2024-02-13 ASCEND WEALTH ADVISORS, LLC -
LC NAME CHANGE 2021-11-08 ASCEND WEALTH GROUP, LLC -

Documents

Name Date
AMENDED ANNUAL REPORT 2024-04-29
ANNUAL REPORT 2024-03-19
LC Amendment and Name Change 2024-02-13
ANNUAL REPORT 2023-02-21
ANNUAL REPORT 2022-01-24
LC Name Change 2021-11-08
ANNUAL REPORT 2021-02-15
ANNUAL REPORT 2020-02-08
Florida Limited Liability 2019-02-15

Date of last update: 03 Apr 2025

Sources: Florida Department of State