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SWBC INVESTMENT ADVISORY SERVICES LLC - Florida Company Profile

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Company Details

Entity Name: SWBC INVESTMENT ADVISORY SERVICES LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
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 2013 (12 years ago)
Document Number: M13000001514
FEI/EIN Number 274316789

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

Address: 9311 SAN PEDRO AVE, SUITE 600, SAN ANTONIO, TX, 78216, US
Mail Address: 9311 SAN PEDRO AVE, SUITE 600, SAN ANTONIO, TX, 78216, US
Place of Formation: TEXAS

Key Officers & Management

Name Role Address
NRAI SERVICES, INC. Agent -
Ferguson Brad Chief Executive Officer 9311 SAN PEDRO AVE, SUITE 600, SAN ANTONIO, TX, 78216
Matlock Sara Seni 9311 SAN PEDRO AVE, SUITE 600, SAN ANTONIO, TX, 78216
Aylieff Brian Vice President 9311 SAN PEDRO AVE, SUITE 600, SAN ANTONIO, TX, 78216

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2014-03-24 9311 SAN PEDRO AVE, SUITE 600, SAN ANTONIO, TX 78216 -
CHANGE OF MAILING ADDRESS 2014-03-24 9311 SAN PEDRO AVE, SUITE 600, SAN ANTONIO, TX 78216 -

Documents

Name Date
ANNUAL REPORT 2025-01-28
ANNUAL REPORT 2024-02-12
ANNUAL REPORT 2023-01-09
ANNUAL REPORT 2022-02-17
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-01-14
ANNUAL REPORT 2019-01-14
ANNUAL REPORT 2018-01-30
ANNUAL REPORT 2017-02-21
ANNUAL REPORT 2016-02-19

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Date of last update: 02 Jun 2025

Sources: Florida Department of State