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PLANSOURCE FINANCIAL SERVICES, INC. - Florida Company Profile

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Company Details

Entity Name: PLANSOURCE FINANCIAL SERVICES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 07 Dec 2000 (25 years ago)
Last Event: AMENDMENT AND NAME CHANGE
Event Date Filed: 03 Mar 2011 (14 years ago)
Document Number: P00000112152
FEI/EIN Number 593707284
Address: 122 W. Pine Street, SUITE 203, ORLANDO, FL, 32801, US
Mail Address: 122 W. Pine Street, SUITE 203, ORLANDO, FL, 32801, US
ZIP code: 32801
City: Orlando
County: Orange
Place of Formation: FLORIDA

Links between entities

Type:
Headquarter of
Company Number:
undefined602882594
State:
WASHINGTON
Type:
Headquarter of
Company Number:
000-382-539
State:
ALABAMA
Type:
Headquarter of
Company Number:
5418951
State:
NEW YORK
Type:
Headquarter of
Company Number:
07a2f40d-6f70-e211-82ac-001ec94ffe7f
State:
MINNESOTA
Type:
Headquarter of
Company Number:
0938905
State:
KENTUCKY
Type:
Headquarter of
Company Number:
20131083724
State:
COLORADO
Type:
Headquarter of
Company Number:
1195563
State:
CONNECTICUT
Type:
Headquarter of
Company Number:
587923
State:
IDAHO
Type:
Headquarter of
Company Number:
629017
State:
IDAHO
Type:
Headquarter of
Company Number:
CORP_71085171
State:
ILLINOIS

Key Officers & Management

Name Role Address
Morini Michael Chief Executive Officer 122 W. Pine Street, ORLANDO, FL, 32801
Zador Jennifer A Gene 122 W. Pine Street, ORLANDO, FL, 32801
Stockard Todd M Chief Financial Officer 122 W. Pine Street, ORLANDO, FL, 32801
- Agent -

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-08-08 122 W. Pine Street, SUITE 203, ORLANDO, FL 32801 -
CHANGE OF MAILING ADDRESS 2024-08-08 122 W. Pine Street, SUITE 203, ORLANDO, FL 32801 -
REGISTERED AGENT ADDRESS CHANGED 2024-02-09 1201 HAYS STREET, TALLAHASSEE, FL 32301 -
REGISTERED AGENT NAME CHANGED 2022-09-22 CORPORATION SERVICE COMPANY -
AMENDMENT AND NAME CHANGE 2011-03-03 PLANSOURCE FINANCIAL SERVICES, INC. -
NAME CHANGE AMENDMENT 2007-12-04 COADVANTAGE FINANCIAL SERVICES, INC. -

Documents

Name Date
AMENDED ANNUAL REPORT 2024-08-09
AMENDED ANNUAL REPORT 2024-08-08
ANNUAL REPORT 2024-02-09
ANNUAL REPORT 2023-02-02
Reg. Agent Change 2022-09-22
ANNUAL REPORT 2022-01-28
AMENDED ANNUAL REPORT 2021-09-16
ANNUAL REPORT 2021-02-05
ANNUAL REPORT 2020-01-21
ANNUAL REPORT 2019-02-07

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Date of last update: 01 Aug 2025

Sources: Florida Department of State