| Entity Name: | WOLFE FINANCIAL GROUP, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
WOLFE FINANCIAL 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. |
| 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: | 17 Jun 2024 (9 months ago) |
| Document Number: | L24000272294 |
| Address: | 1515 INTERNATIONAL PKWY STE. 1025, LAKE MARY, FL, 32746, US |
| Mail Address: | 1515 INTERNATIONAL PKWY STE. 1025, LAKE MARY, FL, 32746, US |
| ZIP code: | 32746 |
| County: | Seminole |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WOLFE FINANCIAL GROUP 401K PLAN | 2022 | 260010294 | 2023-05-31 | WOLFE FINANCIAL GROUP | 13 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2023-05-31 |
| Name of individual signing | JOAN WOLFE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-02-01 |
| Business code | 541219 |
| Sponsor’s telephone number | 4073330355 |
| Plan sponsor’s address | 1515 INTERNATIONAL PKWY., SUITE 100, LAKE MARY, FL, 32746 |
Signature of
| Role | Plan administrator |
| Date | 2022-04-01 |
| Name of individual signing | JOAN WOLFE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-02-01 |
| Business code | 541219 |
| Sponsor’s telephone number | 4073330355 |
| Plan sponsor’s address | 1515 INTERNATIONAL PKWY., SUITE 100, LAKE MARY, FL, 32746 |
Signature of
| Role | Plan administrator |
| Date | 2021-04-07 |
| Name of individual signing | JOAN WOLFE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-02-01 |
| Business code | 541219 |
| Sponsor’s telephone number | 4073330355 |
| Plan sponsor’s address | 1515 INTERNATIONAL PKWY., SUITE 100, LAKE MARY, FL, 32746 |
Signature of
| Role | Plan administrator |
| Date | 2020-05-12 |
| Name of individual signing | JOAN WOLFE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-02-01 |
| Business code | 541219 |
| Sponsor’s telephone number | 4073330355 |
| Plan sponsor’s address | 1515 INTERNATIONAL PKWY., SUITE 100, LAKE MARY, FL, 32746 |
Signature of
| Role | Plan administrator |
| Date | 2019-06-04 |
| Name of individual signing | JOAN WOLFE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-02-01 |
| Business code | 541219 |
| Sponsor’s telephone number | 4073330355 |
| Plan sponsor’s address | 1515 INTERNATIONAL PKWY., SUITE 100, LAKE MARY, FL, 32746 |
Signature of
| Role | Plan administrator |
| Date | 2018-06-14 |
| Name of individual signing | JOAN WOLFE |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| WOLFE MEGAN | Authorized Member | 1515 INTERNATIONAL PKWY STE. 1025, LAKE MARY, FL, 32746 |
| WOLFE ROBERT | Authorized Member | 1515 INTERNATIONAL PKWY STE. 1025, LAKE MARY, FL, 32746 |
| WOLFE MEGAN | Agent | 1515 INTERNATIONAL PKWY STE. 1025, LAKE MARY, FL, 32746 |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-02-05 |
| Florida Limited Liability | 2024-06-17 |
Date of last update: 02 Mar 2025
Sources: Florida Department of State
