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SUMMIT WEALTH STRATEGIES, LLC - Florida Company Profile

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Company Details

Entity Name: SUMMIT WEALTH STRATEGIES, LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
Status: Active
Date Filed: 13 Feb 2024 (2 years ago)
Branch of: SUMMIT WEALTH STRATEGIES, LLC, COLORADO (Company Number 20141021071)
Document Number: M24000002449
FEI/EIN Number 815153504
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

Key Officers & Management

Name Role Address
O'KEEFE SHAWN Member 425 S CHERRY STREET SUITE 840, DENVER, CO, 80246
- Agent -

Fictitious Names

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

Documents

Name Date
Foreign Limited 2024-02-13

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Date of last update: 03 Aug 2025

Sources: Florida Department of State