| Entity Name: | COLLABORATIVE FINANCIAL STRATEGIES, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Domestic Profit |
| Status: | Active |
| Date Filed: | 19 May 2009 (16 years ago) |
| Last Event: | REINSTATEMENT |
| Event Date Filed: | 08 Oct 2024 (4 months ago) |
| Document Number: | P09000044082 |
| FEI/EIN Number | 270227919 |
| Address: | 9191 RG Skinner Pkwy., Ste. 502, JACKSONVILLE, FL, 32256, US |
| Mail Address: | 9191 RG Skinner Pkwy., Ste. 502, JACKSONVILLE, FL, 32256, US |
| ZIP code: | 32256 |
| County: | Duval |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COLLABORATIVE FINANCIAL STRATEGIES, INC. 401(K) P/S PLAN | 2016 | 270227919 | 2017-07-19 | COLLABORATIVE FINANCIAL STRATEGIES, INC. | 10 | |||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||
| Administrator’s EIN | 270227919 |
| Plan administrator’s name | COLLABORATIVE FINANCIAL STRATEGIES, INC. |
| Plan administrator’s address | 7807 BAYMEADOWS RD E STE 402, JACKSONVILLE, FL, 32256 |
| Administrator’s telephone number | 9044250943 |
Signature of
| Role | Plan administrator |
| Date | 2017-07-19 |
| Name of individual signing | SAM MAGDALEIN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| STRATTON ERIC F | Agent | 9191 RG Skinner Pkwy., Ste. 502, JACKSONVILLE, FL, 32256 |
| Name | Role | Address |
|---|---|---|
| STRATTON ERIC F | Director | 9191 RG Skinner Pkwy., Ste. 502, JACKSONVILLE, FL, 32256 |
| Name | Role | Address |
|---|---|---|
| Magdalein Sam | Vice President | 9191 RG Skinner Pkwy., Ste. 502, JACKSONVILLE, FL, 32256 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G13000036409 | STRATTON & COMPANY | EXPIRED | 2013-04-16 | 2018-12-31 | No data | 7807 BAYMEADOWS ROAD, EAST, SUITE 402, JACKSONVILLE, FL, 32256 |
| G12000120477 | STRATTON & COMPANY RETIREMENT FINANCIAL STRATEGIES | EXPIRED | 2012-12-13 | 2017-12-31 | No data | 7807 BAYMEADOWS ROAD, SUITE 402, JACKSONVILLE, FL, 32256 |
| G12000081139 | THE RETIREMENT TEAM | EXPIRED | 2012-08-15 | 2017-12-31 | No data | 7807 BAYMEADOWS DR., E., SUITE 402, JACKSONVILLE, FL, 32256 |
| G09000186470 | MAGDALEIN & STRATTON | EXPIRED | 2009-12-18 | 2014-12-31 | No data | 4887 BELFORT ROAD, 205, JACKSONVILLE, FL, 32256 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT NAME CHANGED | 2024-10-08 | STRATTON, ERIC F | No data |
| REINSTATEMENT | 2024-10-08 | No data | No data |
| ADMIN DISSOLUTION FOR ANNUAL REPORT | 2024-09-27 | No data | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2023-04-24 | 9191 RG Skinner Pkwy., Ste. 502, JACKSONVILLE, FL 32256 | No data |
| CHANGE OF MAILING ADDRESS | 2023-04-24 | 9191 RG Skinner Pkwy., Ste. 502, JACKSONVILLE, FL 32256 | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2023-04-24 | 9191 RG Skinner Pkwy., Ste. 502, JACKSONVILLE, FL 32256 | No data |
| ARTICLES OF CORRECTION | 2009-06-18 | No data | No data |
| Name | Date |
|---|---|
| REINSTATEMENT | 2024-10-08 |
| ANNUAL REPORT | 2023-04-24 |
| ANNUAL REPORT | 2022-03-16 |
| ANNUAL REPORT | 2021-04-15 |
| ANNUAL REPORT | 2020-03-30 |
| ANNUAL REPORT | 2019-04-16 |
| ANNUAL REPORT | 2018-04-23 |
| ANNUAL REPORT | 2017-03-16 |
| ANNUAL REPORT | 2016-04-12 |
| ANNUAL REPORT | 2015-04-30 |
Date of last update: 01 Feb 2025
Sources: Florida Department of State
