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  5. DYNASTY FINANCIAL PARTNERS, LLC

DYNASTY FINANCIAL PARTNERS, LLC - Florida Company Profile

Company Details

Entity Name: DYNASTY FINANCIAL PARTNERS, 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: 09 Dec 2019 (5 years ago)
Document Number: M20000000299
FEI/EIN Number 272037539

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

Key Officers & Management

Name Role Address
PENNEY SHIRL Manager 200 CENTRAL AVE FL 15, ST PETERSBURG, FL, 33701
PENNEY SHIRL Chief Executive Officer 200 CENTRAL AVE FL 15, ST PETERSBURG, FL, 33701
Morris Jonathan Manager 200 CENTRAL AVE FL 15, ST PETERSBURG, FL, 33701
Morris Jonathan Agent 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 -
REGISTERED AGENT ADDRESS CHANGED 2020-05-04 200 CENTRAL AVE FL 15, ST PETERSBURG, FL 33701 -

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1088847106 2020-04-09 0455 PPP 200 CENTRAL AVE 15TH FLOOR, SAINT PETERSBURG, FL, 33701-3565
Loan Status Date 2021-08-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 1601500
Loan Approval Amount (current) 1317400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 123499
Servicing Lender Name BayFirst National Bank
Servicing Lender Address 700 Central Avenue, Saint Petersburg, FL, 33701
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address SAINT PETERSBURG, PINELLAS, FL, 33701-3565
Project Congressional District FL-14
Number of Employees 69
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 123499
Originating Lender Name BayFirst National Bank
Originating Lender Address Saint Petersburg, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount -
Forgiveness Paid Date -

Companies related by officers

PENNEY SHIRL

DYNASTY SECURITIES, LLC - Active
Foreign Limited Liability Co. (2019 )
2ND AVENUE AND 49TH STREET DEVELOPERS, LLC - Inactive
Florida Limited Liability Co. (2009 - 2010)

Morris Jonathan

TRITONEXEC INC. - Active
Foreign Profit (2019 )
TRITONEXEC INC. - Active
Foreign Profit (2019 )
DYNASTY FINANCIAL PARTNERS INC. - Active
Foreign Profit (2022 )
QCVOICE INC. - Active
Foreign Profit (2021 )
DYNASTY SECURITIES, LLC - Active
Foreign Limited Liability Co. (2019 )
DYNASTY SECURITIES, LLC - Active
Foreign Limited Liability Co. (2019 )

Companies related by address

No other companies in our directory share the same address as DYNASTY FINANCIAL PARTNERS, LLC

Date of last update: 03 Apr 2025

Sources: Florida Department of State

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