| Entity Name: | CONCIERGE WEALTH STRATEGISTS, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Company
CONCIERGE WEALTH STRATEGISTS, 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: |
Inactive
The business entity is inactive. This status may signal operational issues or voluntary closure, raising concerns about the business's ability to repay loans and requiring careful risk assessment by lenders. |
| Date Filed: | 25 Jun 2019 (6 years ago) |
| Date of dissolution: | 23 Sep 2022 (2 years ago) |
| Last Event: | ADMIN DISSOLUTION FOR ANNUAL REPORT |
| Event Date Filed: | 23 Sep 2022 (2 years ago) |
| Document Number: | L19000166377 |
| FEI/EIN Number |
85-2733075
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 1676 Cherry Ridge Drive, Heathrow, FL 32746 |
| Mail Address: | 1676 Cherry Ridge Dr, Lake Mary, FL 32746 |
| ZIP code: | 32746 |
| County: | Seminole |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| CHISHOLM, ALEX B | Agent | 1676 Cherry Ridge Drive, Heathrow, FL 32746 |
| CHISHOLM, ALEX B | Authorized Member | 1676 Cherry Ridge Drive, Heathrow, FL 32746 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| ADMIN DISSOLUTION FOR ANNUAL REPORT | 2022-09-23 | - | - |
| CHANGE OF PRINCIPAL ADDRESS | 2020-06-20 | 1676 Cherry Ridge Drive, Heathrow, FL 32746 | - |
| CHANGE OF MAILING ADDRESS | 2020-06-20 | 1676 Cherry Ridge Drive, Heathrow, FL 32746 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2020-06-20 | 1676 Cherry Ridge Drive, Heathrow, FL 32746 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2021-03-25 |
| ANNUAL REPORT | 2020-06-20 |
| Florida Limited Liability | 2019-06-25 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 2326358806 | 2021-04-12 | 0491 | PPP | 1676 Cherry Ridge Dr, Lake Mary, FL, 32746-1945 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 16 Feb 2025
Sources: Florida Department of State
