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ATA ADVISORS LLC - Florida Company Profile

Company Details

Entity Name: ATA ADVISORS LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

ATA ADVISORS 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.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

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: 17 Mar 2021 (4 years ago)
Document Number: L21000126768
FEI/EIN Number 86-2936968

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 55 Weston Rd, Suite 301, Sunrise, FL, 33326, US
Mail Address: 55 Weston Rd, Suite 301, Sunrise, FL, 33326, US
ZIP code: 33326
County: Broward
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ATA ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 862936968 2024-06-17 ATA ADVISORS LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 9547278500
Plan sponsor’s address 55 WESTON RD, SUITE 301, SUNRISE, FL, 33326

Signature of

Role Plan administrator
Date 2024-06-17
Name of individual signing LEONARDO TEDESCHI
Valid signature Filed with authorized/valid electronic signature
ATA ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 862936968 2023-03-30 ATA ADVISORS LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 9547278500
Plan sponsor’s address 55 WESTON ROAD, SUITE 301, SUNRISE, FL, 33326

Signature of

Role Plan administrator
Date 2023-03-30
Name of individual signing LEONARDO TEDESCHI
Valid signature Filed with authorized/valid electronic signature
ATA ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 862936968 2022-05-24 ATA ADVISORS LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 9546551813
Plan sponsor’s address 1441 BRICKELL AVE, SUITE 1700, MIAMI, FL, 33131

Signature of

Role Plan administrator
Date 2022-05-24
Name of individual signing JORGE AGUERREVERE
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
TEDESCHI LEONARDO C Member 55 Weston Rd, Sunrise, FL, 33326
AGUERREVERE JORGE E Member 55 Weston Rd, Sunrise, FL, 33326
AMENGUAL ERNESTO Member 55 Weston Rd, Sunrise, FL, 33326
Tedeschi Leonardo Agent 55 Weston Rd, Sunrise, FL, 33326

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-01-19 55 Weston Rd, Suite 301, Sunrise, FL 33326 -
CHANGE OF MAILING ADDRESS 2023-01-19 55 Weston Rd, Suite 301, Sunrise, FL 33326 -
REGISTERED AGENT NAME CHANGED 2023-01-19 Tedeschi, Leonardo -
REGISTERED AGENT ADDRESS CHANGED 2023-01-19 55 Weston Rd, SUITE 301, Sunrise, FL 33326 -

Documents

Name Date
ANNUAL REPORT 2025-01-16
ANNUAL REPORT 2024-01-17
ANNUAL REPORT 2023-01-19
ANNUAL REPORT 2022-04-15
Florida Limited Liability 2021-03-17

Date of last update: 03 Apr 2025

Sources: Florida Department of State