| Entity Name: | REZNY WEALTH MANAGEMENT, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Profit Corporation |
| Status: | Active |
| Date Filed: | 09 Sep 2013 (11 years ago) |
| Document Number: | P13000074878 |
| FEI/EIN Number | 36-3826115 |
| Address: | 5237 SUMMERLIN COMMONS BOULEVARD, SUITE 206, FORT MYERS, FL 33907 |
| Mail Address: | 5237 SUMMERLIN COMMONS BOULEVARD, SUITE 206, FORT MYERS, FL 33907 |
| ZIP code: | 33907 |
| County: | Lee |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1535859 | 5237 SUMMERLIN COMMONS BLVD., SUITE 206, FORT MYERS, FL, 33907 | 5237 SUMMERLIN COMMONS BLVD., SUITE 206, FORT MYERS, FL, 33907 | (630) 527-1897 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2024-11-14 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-14
| Form type | N-PX |
| File number | 028-16880 |
| Filing date | 2024-08-14 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-24
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2024-07-24 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-15
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2024-04-15 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-12
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2024-02-12 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-19
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2023-10-19 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-28
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2023-07-28 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-08
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2023-05-08 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-19
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2023-01-19 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-28
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2022-10-28 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-11
| Form type | 13F-HR/A |
| File number | 028-16880 |
| Filing date | 2022-08-11 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-08-08
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2022-08-08 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-06
| Form type | 13F-HR/A |
| File number | 028-16880 |
| Filing date | 2022-05-06 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-04-20
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2022-04-20 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-26
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2022-01-26 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-21
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2021-10-21 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-20
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2021-07-20 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-23
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2021-04-23 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-01-13
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2021-01-13 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-30
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2020-10-30 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-07-16
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2020-07-16 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-17
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2020-04-17 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-17
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2020-01-17 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-22
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2019-10-22 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-07-24
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2019-07-24 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-07
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2019-05-07 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-05
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2019-02-05 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-10-31
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2018-10-31 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-07-30
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2018-07-30 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-09
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2018-05-09 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-06
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2018-02-06 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-07
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2017-11-07 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-01
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2017-08-01 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-07-19
| Form type | 13F-HR/A |
| File number | 028-16880 |
| Filing date | 2017-07-19 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2017-07-19
| Form type | 13F-HR/A |
| File number | 028-16880 |
| Filing date | 2017-07-19 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-05-08
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2017-05-08 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-02
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2017-02-02 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-11-14
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2016-11-14 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-08-05
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2016-08-05 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-10
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2016-05-10 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-09
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2016-02-09 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-11-16
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2015-11-16 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-07-27
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2015-07-27 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-05-13
| Form type | 13F-HR |
| File number | 028-16880 |
| Filing date | 2015-05-13 |
| Reporting date | 2015-03-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REZNY WEALTH MANAGEMENT, INC. 401(K) PLAN | 2023 | 363826115 | 2024-05-13 | REZNY WEALTH MANAGEMENT, INC. | 7 | |||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-05-13 |
| Name of individual signing | BRIAN C REZNY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8006188577 |
| Plan sponsor’s address | 5237 SUMMERLIN COMMONS BLVD, SUITE 209, FORT MYERS, FL, 33907 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-07 |
| Name of individual signing | BRIAN C. REZNY |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-06-07 |
| Name of individual signing | BRIAN C. REZNY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8006188577 |
| Plan sponsor’s address | 5237 SUMMERLIN COMMONS BLVD, SUITE 209, FORT MYERS, FL, 33907 |
Signature of
| Role | Plan administrator |
| Date | 2022-05-16 |
| Name of individual signing | BRIAN C. REZNY |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-05-16 |
| Name of individual signing | BRIAN C. REZNY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8006188577 |
| Plan sponsor’s address | 5237 SUMMERLIN COMMONS BLVD, SUITE 209, FORT MYERS, FL, 33907 |
Signature of
| Role | Plan administrator |
| Date | 2021-06-17 |
| Name of individual signing | BRIAN C. REZNY |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2021-06-17 |
| Name of individual signing | BRIAN C. REZNY |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| REZNY, BRIAN C | Agent | 5237 SUMMERLIN COMMONS BOULEVARD, SUITE 206, FORT MYERS, FL 33907 |
| Name | Role | Address |
|---|---|---|
| REZNY, BRIAN C | Director | 5237 SUMMERLIN COMMONS BOULEVARD, STE 206, FORT MYERS, FL 33907 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2025-02-04 | 5237 SUMMERLIN COMMONS BOULEVARD, SUITE 206, FORT MYERS, FL 33907 | No data |
| CHANGE OF MAILING ADDRESS | 2025-02-04 | 5237 SUMMERLIN COMMONS BOULEVARD, SUITE 206, FORT MYERS, FL 33907 | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2025-02-04 | 5237 SUMMERLIN COMMONS BOULEVARD, SUITE 206, FORT MYERS, FL 33907 | No data |
| CHANGE OF MAILING ADDRESS | 2022-02-01 | 5237 SUMMERLIN COMMONS BOULEVARD, SUITE 209, FORT MYERS, FL 33907 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-02-04 |
| ANNUAL REPORT | 2024-01-11 |
| ANNUAL REPORT | 2023-01-10 |
| ANNUAL REPORT | 2022-02-01 |
| ANNUAL REPORT | 2021-02-03 |
| ANNUAL REPORT | 2020-01-20 |
| ANNUAL REPORT | 2019-01-23 |
| ANNUAL REPORT | 2018-01-24 |
| ANNUAL REPORT | 2017-01-06 |
| ANNUAL REPORT | 2016-01-26 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 6649387702 | 2020-05-01 | 0455 | PPP | SUITE 209 5237 SUMMERLIN COMMONS BLVD, FORT MYERS, FL, 33907-2158 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 21 Feb 2025
Sources: Florida Department of State
