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INTEGRITY WEALTH ADVISORS LLC

Company Details

Entity Name: INTEGRITY WEALTH ADVISORS LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 10 Jun 2021 (4 years ago)
Document Number: L21000271414
FEI/EIN Number 87-1182211
Address: 3535 MILITARY TRAIL, SUITE 201, JUPITER, FL 33458
Mail Address: 3535 MILITARY TRAIL, SUITE 201, JUPITER, FL 33458
ZIP code: 33458
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INTEGRITY WEALTH ADVISORS RETIREMENT PLAN 2023 871182211 2024-06-20 INTEGRITY WEALTH ADVISORS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-08-01
Business code 523900
Sponsor’s telephone number 5616251070
Plan sponsor’s address 3535 MILITARY TRL, JUPITER, FL, 33458

Signature of

Role Plan administrator
Date 2024-06-20
Name of individual signing SHIRLEY HORNER
Valid signature Filed with authorized/valid electronic signature
INTEGRITY WEALTH ADVISORS RETIREMENT PLAN 2022 871182211 2023-06-22 INTEGRITY WEALTH ADVISORS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-08-01
Business code 523900
Sponsor’s telephone number 5616585177
Plan sponsor’s address 3535 MILITARY TRL, JUPITER, FL, 33458

Signature of

Role Plan administrator
Date 2023-06-22
Name of individual signing NICK RICE
Valid signature Filed with authorized/valid electronic signature
INTEGRITY WEALTH ADVISORS RETIREMENT PLAN 2021 871182211 2022-09-14 INTEGRITY WEALTH ADVISORS LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-08-01
Business code 523900
Sponsor’s telephone number 5616251070
Plan sponsor’s address 3535 MILITARY TRL, JUPITER, FL, 33458

Signature of

Role Plan administrator
Date 2022-09-14
Name of individual signing SHIRLEY HORNER
Valid signature Filed with authorized/valid electronic signature
INTEGRITY WEALTH ADVISORS RETIREMENT PLAN 2021 871182211 2022-07-14 INTEGRITY WEALTH ADVISORS LLC 0
Three-digit plan number (PN) 001
Effective date of plan 2021-08-01
Business code 523900
Sponsor’s telephone number 5616251070
Plan sponsor’s address 3535 MILITARY TRL, SUITE 201, JUPITER, FL, 33458

Signature of

Role Plan administrator
Date 2022-07-14
Name of individual signing SHIRLEY HORNER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
LEVINE, CARY M Agent 3535 MILITARY TRAIL, SUITE 201, JUPITER, FL 33458

Manager

Name Role Address
LEVINE, CARY M Manager 111 N RIVER DRIVE W, JUPITER, FL 33458

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G21000142605 INTEGRITY TAX & WEALTH ADVISORS ACTIVE 2021-10-23 2026-12-31 No data 3535 MILITARY TRAIL, SUITE #201, JUPITER, FL, 33458

Documents

Name Date
ANNUAL REPORT 2024-01-25
ANNUAL REPORT 2023-01-19
ANNUAL REPORT 2022-02-03
Florida Limited Liability 2021-06-10

Date of last update: 14 Jan 2025

Sources: Florida Department of State