| Entity Name: | CONCIERGE FINANCIAL ADVISOR LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 10 Mar 2021 (4 years ago) |
| Document Number: | L21000114094 |
| FEI/EIN Number | 86-2756603 |
| Address: | 3828 TWIN RIVERS TRL, PARRISH, FL, 34219, US |
| Mail Address: | 3828 TWIN RIVERS TRL, PARRISH, FL, 34219, US |
| ZIP code: | 34219 |
| County: | Manatee |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| PHELAN ROBERT E | Agent | 3828 TWIN RIVERS TRL, PARRISH, FL, 34219 |
| Name | Role | Address |
|---|---|---|
| PHELAN ROBERT E | Manager | 3828 TWIN RIVERS TRL, PARRISH, FL, 34219 |
| MCAFEE SHERYL E | Manager | 3828 TWIN RIVERS TRL, PARRISH, FL, 34219 |
| PHELAN NICOLE M | Manager | 3828 TWIN RIVERS TRL, PARRISH, FL, 34219 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G21000150180 | CFADVISOR | ACTIVE | 2021-11-09 | 2026-12-31 | No data | 3828 TWIN RIVERS TRL, PARRISH, FL, 34219 |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-01-28 |
| ANNUAL REPORT | 2023-03-22 |
| ANNUAL REPORT | 2022-04-01 |
| Florida Limited Liability | 2021-03-10 |
Date of last update: 02 Feb 2025
Sources: Florida Department of State
