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DYNASTY FINANCIAL PARTNERS, LLC

Company Details

Entity Name: DYNASTY FINANCIAL PARTNERS, LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
Status: Active
Date Filed: 09 Dec 2019 (5 years ago)
Document Number: M20000000299
FEI/EIN Number 272037539
Address: 200 CENTRAL AVE FL 15, ST PETERSBURG, FL, 33701
Mail Address: 200 CENTRAL AVE FL 15, ST PETERSBURG, FL, 33701
ZIP code: 33701
County: Pinellas
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DYNASTY FINANCIAL PARTNERS, LLC 401(K) PLAN 2023 272037539 2024-08-13 DYNASTY FINANCIAL PARTNERS, LLC 113
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8133681640
Plan sponsor’s address 200 CENTRAL AVE, 15TH FLOOR, ST. PETERSBURG, FL, 33701

Signature of

Role Plan administrator
Date 2024-08-13
Name of individual signing MEREDITH PIPPIO
Valid signature Filed with authorized/valid electronic signature
DYNASTY FINANCIAL PARTNERS LLC 401(K) PLAN 2022 272037539 2023-06-22 DYNASTY FINANCIAL PARTNERS, LLC 98
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7278654826
Plan sponsor’s address 200 CENTRAL AVENUE, 15TH FL, ST PETERSBURG, FL, 33701

Signature of

Role Plan administrator
Date 2023-06-22
Name of individual signing MEREDITH PIPPIO
Valid signature Filed with authorized/valid electronic signature
DYNASTY FINANCIAL PARTNERS LLC 401(K) PLAN 2021 272037539 2022-10-14 DYNASTY FINANCIAL PARTNERS, LLC 89
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7278654826
Plan sponsor’s address 200 CENTRAL AVENUE, 15TH FL, ST PETERSBURG, FL, 33701

Signature of

Role Plan administrator
Date 2022-10-14
Name of individual signing AMANDA KERLEY
Valid signature Filed with authorized/valid electronic signature
DYNASTY FINANCIAL PARTNERS LLC 401(K) PLAN 2020 272037539 2022-02-04 DYNASTY FINANCIAL PARTNERS, LLC 70
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7278654826
Plan sponsor’s address 200 CENTRAL AVENUE, 15TH FL, ST PETERSBURG, FL, 33701

Signature of

Role Plan administrator
Date 2022-02-04
Name of individual signing AMANDA KERLEY
Valid signature Filed with authorized/valid electronic signature
DYNASTY FINANCIAL PARTNERS LLC 401(K) PLAN 2020 272037539 2022-03-18 DYNASTY FINANCIAL PARTNERS, LLC 70
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7278654826
Plan sponsor’s address 200 CENTRAL AVENUE, 15TH FL, ST PETERSBURG, FL, 33701

Signature of

Role Plan administrator
Date 2022-03-18
Name of individual signing AMANDA KERLEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Morris Jonathan Agent 200 CENTRAL AVE FL 15, ST PETERSBURG, FL, 33701

Manager

Name Role Address
PENNEY SHIRL Manager 200 CENTRAL AVE FL 15, ST PETERSBURG, FL, 33701
Morris Jonathan Manager 200 CENTRAL AVE FL 15, ST PETERSBURG, FL, 33701

Chief Executive Officer

Name Role Address
PENNEY SHIRL Chief Executive Officer 200 CENTRAL AVE FL 15, ST PETERSBURG, FL, 33701

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2024-04-23 Morris, Jonathan No data
REGISTERED AGENT ADDRESS CHANGED 2020-05-04 200 CENTRAL AVE FL 15, ST PETERSBURG, FL 33701 No data

Documents

Name Date
ANNUAL REPORT 2024-04-23
ANNUAL REPORT 2023-04-24
ANNUAL REPORT 2022-02-03
ANNUAL REPORT 2021-04-30
ANNUAL REPORT 2020-05-04
Foreign Limited 2019-12-09

Date of last update: 03 Feb 2025

Sources: Florida Department of State