| Entity Name: | WOLFE FINANCIAL MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 09 Nov 2023 (a year ago) |
| Last Event: | CONVERSION |
| Event Date Filed: | 09 Nov 2023 (a year ago) |
| Document Number: | L23000518242 |
| FEI/EIN Number | 26-0010294 |
| Address: | 1515 INTERNATIONAL PKWY SUITE 1025, LAKE MARY, FL 32746 |
| Mail Address: | 1515 INTERNATIONAL PKWY SUITE 1025, LAKE MARY, FL 32746 |
| ZIP code: | 32746 |
| County: | Seminole |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WOLFE FINANCIAL MANAGEMENT 401K PLAN | 2023 | 260010294 | 2024-06-10 | WOLFE FINANCIAL MANAGEMENT LLC | 12 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-06-10 |
| Name of individual signing | JOAN WOLFE |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| WOLFE, MEGAN | Agent | 1515 INTERNATIONAL PARKWAY, SUITE 1019, LAKE MARY, FL 32746 |
| Name | Role | Address |
|---|---|---|
| WOLFE, MEGAN | Authorized Member | 1515 INTERNATIONAL PKWY SUITE 1025, LAKE MARY, FL 32746 |
| WOLFE, ROBERT | Authorized Member | 1515 INTERNATIONAL PKWY SUITE 1025, LAKE MARY, FL 32746 |
| WOLFE, JOAN | Authorized Member | 1515 INTERNATIONAL PKWY SUITE 1025, LAKE MARY, FL 32746 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G23000149951 | WOLFE FINANCIAL MANAGEMENT | ACTIVE | 2023-12-11 | 2028-12-31 | No data | 1515 INTERNATIONAL PARKWAY, SUITE 1019, LAKE MARY, FL, 32746 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2024-08-12 | 1515 INTERNATIONAL PKWY SUITE 1025, LAKE MARY, FL 32746 | No data |
| CHANGE OF MAILING ADDRESS | 2024-08-12 | 1515 INTERNATIONAL PKWY SUITE 1025, LAKE MARY, FL 32746 | No data |
| CONVERSION | 2023-11-09 | No data | CORPORATION WAS A CONVERSION RESULT. CONVERTING CORPORATION WAS P01000117031. CONVERSION NUMBER 500000246525 |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-02-09 |
| Florida Limited Liability | 2023-11-09 |
Date of last update: 08 Jan 2025
Sources: Florida Department of State
