| Entity Name: | BERSTEIN FREEMAN WEALTH PARTNERS LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 19 May 2023 (2 years ago) |
| Document Number: | L23000247062 |
| FEI/EIN Number | 93-1718445 |
| Address: | 1800 N Military Trail, Suite 210, Boca Raton, FL 33431 |
| Mail Address: | 10425 N Barnsley Dr, Parkland, FL 33076 |
| ZIP code: | 33431 |
| County: | Palm Beach |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BERSTEIN FREEMAN WEALTH PARTNERS LLC 401K PROFIT SHARING PLAN AND TRUST | 2023 | 931718445 | 2024-03-22 | BERSTEIN FREEMAN WEALTH PARTNERS LLC | 6 | |||||||||||||
|
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| Name | Role | Address |
|---|---|---|
| Berstein, Jonathan Louis | Agent | 1800 N Military Trail, Suite 210, Boca Raton, FL 33431 |
| Name | Role | Address |
|---|---|---|
| FREEMAN, JASON | Manager | 10425 N Barnsley Drive, Parkland, FL 33076-4465 |
| BERSTEIN, JONATHAN Louis | Manager | 455 E Palmetto Park Road, Apt 4E Boca Raton, FL 33432 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT NAME CHANGED | 2025-01-27 | Berstein, Jonathan Louis | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2024-03-08 | 1800 N Military Trail, Suite 210, Boca Raton, FL 33431 | No data |
| REGISTERED AGENT NAME CHANGED | 2024-03-08 | Berstein, Jonathan Louis | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2024-03-08 | 1800 N Military Trail, Suite 210, Boca Raton, FL 33431 | No data |
| CHANGE OF MAILING ADDRESS | 2023-08-09 | 1800 N Military Trail, Suite 210, Boca Raton, FL 33431 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-27 |
| ANNUAL REPORT | 2024-03-08 |
| Florida Limited Liability | 2023-05-19 |
Date of last update: 10 Feb 2025
Sources: Florida Department of State
