| Entity Name: | SYNERGY INVESTMENT MANAGEMENT LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
SYNERGY INVESTMENT MANAGEMENT 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: | 13 Sep 2019 (6 years ago) |
| Document Number: | L19000232302 |
| FEI/EIN Number |
APPLIED FOR
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 215 NORTH WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL, 32714, US |
| Mail Address: | 215 NORTH WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL, 32714, US |
| ZIP code: | 32714 |
| County: | Seminole |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0002053786 | 215 N WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL, 32714 | 215 N WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL, 32714 | 321-203-4458 | |||||||||||
|
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| Form type | 13F-HR |
| File number | 028-24788 |
| Filing date | 2025-02-06 |
| Reporting date | 2024-12-31 |
| File | View File |
| Name | Role |
|---|---|
| SYNERGY WEALTH ALLIANCE, PLLC | Manager |
| SYNERGY WEALTH ALLIANCE, PLLC | Agent |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2021-10-08 | 215 NORTH WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL 32714 | - |
| CHANGE OF MAILING ADDRESS | 2021-10-08 | 215 NORTH WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL 32714 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2021-10-08 | 215 NORTH WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL 32714 | - |
| REGISTERED AGENT NAME CHANGED | 2021-04-27 | SYNERGY WEALTH ALLIANCE, LLC | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-03-27 |
| ANNUAL REPORT | 2023-04-10 |
| ANNUAL REPORT | 2022-01-20 |
| AMENDED ANNUAL REPORT | 2021-10-08 |
| ANNUAL REPORT | 2021-04-27 |
| ANNUAL REPORT | 2020-06-08 |
| Florida Limited Liability | 2019-09-13 |
Date of last update: 01 May 2025
Sources: Florida Department of State
