SYNERGY INVESTMENT MANAGEMENT LLC - Florida Company Profile
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| 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 |
| Name | Role |
|---|---|
| SYNERGY WEALTH ALLIANCE, PLLC | Manager |
| SYNERGY WEALTH ALLIANCE, PLLC | Agent |
A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly
traded on U.S. stock exchanges, File reports with the SEC.
Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must
comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR
database.
| 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 |
This company hasn't received any reviews.
Date of last update: 01 Jun 2025
Sources: Florida Department of State