Search icon

SFG WEALTH ADVISORS, LLC

Company Details

Entity Name: SFG WEALTH ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 07 Jan 2020 (5 years ago)
Document Number: L20000004470
FEI/EIN Number 844240269
Address: 705 W. AZEELE STREET, TAMPA, FL, 33606, US
Mail Address: 705 W. AZEELE STREET, TAMPA, FL, 33606, US
ZIP code: 33606
County: Hillsborough
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SFG WEALTH ADVISORS, LLC RETIREMENT PLAN 2023 844240269 2024-05-10 SFG WEALTH ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 8132519095
Plan sponsor’s address 705 WEST AZEELE STREET, TAMPA, FL, 33606
SFG WEALTH ADVISORS, LLC RETIREMENT PLAN 2022 844240269 2023-08-15 SFG WEALTH ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 8132519095
Plan sponsor’s address 705 WEST AZEELE STREET, TAMPA, FL, 33606

Agent

Name Role Address
HINES JAMES PJR Agent 315 S. HYDE PARK AVE, TAMPA, FL, 33606

Manager

Name Role Address
SNYDER BRUCE DJR Manager 705 W. AZEELE STREET, TAMPA, FL, 33606

Documents

Name Date
ANNUAL REPORT 2024-02-12
ANNUAL REPORT 2023-01-26
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-03-10
Florida Limited Liability 2020-01-07

Date of last update: 01 Feb 2025

Sources: Florida Department of State