| Entity Name: | LAIDLAW WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
LAIDLAW WEALTH 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: | 26 Mar 2021 (4 years ago) |
| Document Number: | L21000141742 |
| FEI/EIN Number |
26-2822137
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 1 TOWER CENTER RD, SUITE 202, BOCA RATON, FL, 33486, UN |
| Mail Address: | 521 5TH AVENUE, 12TH FLOOR, NEW YORK, NY, 10175 |
| ZIP code: | 33486 |
| County: | Palm Beach |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| COOLONG JOHN | Chief Financial Officer | 521 5TH AVENUE, 12TH FLOOR, NEW YORK, NY, 10175 |
| SHTAYNBERGER ALEX | Vice President | 521 5TH AVENUE, 12TH FLOOR, NEW YORK, NY, 10175 |
| HASSAN KEITH | Chief Operating Officer | 1 TOWER CENTER RD, Boca Raton, FL, 33486 |
| Hassan Keith COO | Agent | 1 TOWER CENTER RD, Boca Raton, FL, 33486 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G21000100919 | NAPLES WEALTH PLANNING | ACTIVE | 2021-08-03 | 2026-12-31 | - | 1016 COLLIER CENTER WAY, SUITE 201, NAPLES, FL, 34110 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT NAME CHANGED | 2025-02-10 | Shtaynberger, Alex, COO | - |
| REGISTERED AGENT NAME CHANGED | 2024-04-25 | Hassan, Keith, COO | - |
| REGISTERED AGENT ADDRESS CHANGED | 2024-04-25 | 1 TOWER CENTER RD, Suite 202, Boca Raton, FL 33486 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-02-10 |
| ANNUAL REPORT | 2024-04-25 |
| ANNUAL REPORT | 2023-04-25 |
| ANNUAL REPORT | 2022-04-06 |
| Florida Limited Liability | 2021-03-26 |
Date of last update: 01 Apr 2025
Sources: Florida Department of State
