| Entity Name: | SUMMIT WEALTH STRATEGIES, 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: | 13 Feb 2024 (a year ago) |
| Branch of: | SUMMIT WEALTH STRATEGIES, LLC, COLORADO (Company Number 20141021071) |
| Document Number: | M24000002449 |
| FEI/EIN Number |
815153504
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 425 S. CHERRY STREET SUITE 840, DENVER, CO, 80246, US |
| Mail Address: | 425 S. CHERRY STREET SUITE 840, DENVER, CO, 80246, US |
| Place of Formation: | COLORADO |
| Name | Role | Address |
|---|---|---|
| O'KEEFE SHAWN | Member | 425 S CHERRY STREET SUITE 840, DENVER, CO, 80246 |
| NRAI SERVICES, INC. | Agent | - |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G24000031428 | SWS FINANCIAL AND INSURANCE SERVICES, LLC | ACTIVE | 2024-02-29 | 2029-12-31 | - | 425 S CHERRY STREET, SUITE 840, DENVER, CO, 80246 |
| Name | Date |
|---|---|
| Foreign Limited | 2024-02-13 |
Date of last update: 03 Apr 2025
Sources: Florida Department of State
