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OXFORD WEALTH GROUP, LLC - Florida Company Profile

Company Details

Entity Name: OXFORD WEALTH GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

OXFORD WEALTH GROUP, 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: 08 Mar 2022 (3 years ago)
Document Number: L22000119170
FEI/EIN Number 88-1450234

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

Address: 111 N. ORANGE AVE., SUITE 775, ORLANDO, FL, 32801, US
Mail Address: 111 N. ORANGE AVE., SUITE 775, ORLANDO, FL, 32801, US
ZIP code: 32801
County: Orange
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
2007082 111 N. ORANGE AVENUE, ORLANDO, FL, 32801 111 N. ORANGE AVENUE, ORLANDO, FL, 32801 4074952004

Filings since 2024-11-12

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

form 5500

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
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523110
Sponsor’s telephone number 4074952004
Plan sponsor’s address 111 N ORANGE AVE, SUITE 775, ORLANDO, FL, 32801
OXFORD WEALTH GROUP 401(K) PLAN 2022 881450234 2023-10-13 OXFORD WEALTH GROUP LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523110
Sponsor’s telephone number 4074952004
Plan sponsor’s address 111 N ORANGE AVE, SUITE 775, ORLANDO, FL, 32801

Key Officers & Management

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
KELLY MICHAEL Agent 890 South Palafox Street, Pensacola, FL, 32502

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2023-01-04 KELLY, MICHAEL -
REGISTERED AGENT ADDRESS CHANGED 2023-01-04 890 South Palafox Street, Suite 200, Pensacola, FL 32502 -

Documents

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: 01 Apr 2025

Sources: Florida Department of State