| Entity Name: | SWAN INVESTMENT STRATEGIES, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
SWAN INVESTMENT STRATEGIES, 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: | 28 Jul 2021 (4 years ago) |
| Document Number: | L21000342237 |
| FEI/EIN Number |
87-1977053
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 2553 FRUITVILLE ROAD, SARASOTA, FL, 34237, US |
| Mail Address: | 2553 FRUITVILLE ROAD, SARASOTA, FL, 34237, US |
| ZIP code: | 34237 |
| County: | Sarasota |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| MW FINANCIALS, LLC | Manager | 2553 FRUITVILLE ROAD, SARASOTA, FL, 34237 |
| WINTER MURRELL L | Agent | 2553 FRUITVILLE ROAD, SARASOTA, FL, 34237 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G22000131882 | SWAN RETIREMENT STRATEGIES | ACTIVE | 2022-10-21 | 2027-12-31 | - | 2553 FRUITVILLE ROAD, SARASOTA, FL, 34237 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2024-06-04 | 2553 FRUITVILLE ROAD, SARASOTA, FL 34237 | - |
| CHANGE OF MAILING ADDRESS | 2024-06-04 | 2553 FRUITVILLE ROAD, SARASOTA, FL 34237 | - |
| REGISTERED AGENT NAME CHANGED | 2024-06-04 | WINTER, MURRELL L | - |
| REGISTERED AGENT ADDRESS CHANGED | 2024-06-04 | 2553 FRUITVILLE ROAD, SARASOTA, FL 34237 | - |
| Name | Date |
|---|---|
| AMENDED ANNUAL REPORT | 2024-06-04 |
| ANNUAL REPORT | 2024-04-01 |
| ANNUAL REPORT | 2023-03-24 |
| ANNUAL REPORT | 2022-01-26 |
| Florida Limited Liability | 2021-07-28 |
Date of last update: 02 Apr 2025
Sources: Florida Department of State
