| Entity Name: | OXFORD WEALTH GROUP, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 08 Mar 2022 (3 years ago) |
| Document Number: | L22000119170 |
| FEI/EIN Number | 88-1450234 |
| Address: | 111 N. ORANGE AVE., SUITE 775, ORLANDO, FL 32801 |
| Mail Address: | 111 N. ORANGE AVE., SUITE 775, ORLANDO, FL 32801 |
| ZIP code: | 32801 |
| County: | Orange |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007082 | 111 N. ORANGE AVENUE, ORLANDO, FL, 32801 | 111 N. ORANGE AVENUE, ORLANDO, FL, 32801 | 4074952004 | |||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-24186 |
| Filing date | 2024-11-12 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-13
| Form type | N-PX |
| File number | 028-24186 |
| Filing date | 2024-08-13 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-12
| Form type | 13F-HR |
| File number | 028-24186 |
| Filing date | 2024-08-12 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-16
| Form type | 13F-HR |
| File number | 028-24186 |
| Filing date | 2024-05-16 |
| Reporting date | 2024-03-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OXFORD WEALTH GROUP 401(K) PLAN | 2023 | 881450234 | 2024-05-28 | OXFORD WEALTH GROUP LLC | 5 | |||||||||||||
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| OXFORD WEALTH GROUP 401(K) PLAN | 2022 | 881450234 | 2023-10-13 | OXFORD WEALTH GROUP LLC | 8 | |||||||||||||
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| Name | Role | Address |
|---|---|---|
| KELLY, MICHAEL | Agent | 890 South Palafox Street, Suite 200, Pensacola, FL 32502 |
| Name | Role | Address |
|---|---|---|
| DIXON, SAMUEL J | Authorized Member | 111 N. ORANGE AVE., SUITE 775, ORLANDO, FL 32801 |
| DIXON, CHRIS J | Authorized Member | 111 N. ORANGE AVE., SUITE 775, ORLANDO, FL 32801 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT NAME CHANGED | 2023-01-04 | KELLY, MICHAEL | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2023-01-04 | 890 South Palafox Street, Suite 200, Pensacola, FL 32502 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-09 |
| ANNUAL REPORT | 2024-01-03 |
| ANNUAL REPORT | 2023-01-04 |
| Florida Limited Liability | 2022-03-08 |
Date of last update: 12 Jan 2025
Sources: Florida Department of State
