| Entity Name: | JAMES PHILLIPS P.A. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Domestic Profit |
| Status: | Active |
| Date Filed: | 06 Aug 2014 (10 years ago) |
| Document Number: | P14000065804 |
| FEI/EIN Number | 47-1520891 |
| Address: | 1900 S. Harbor City Blvd. Suite 111, Melbourne, FL, 32901, US |
| Mail Address: | 1900 S. Harbor City Blvd. Suite 111, Melbourne, FL, 32901, US |
| ZIP code: | 32901 |
| County: | Brevard |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHILLIPS FINANCIAL ADVISORS 401(K) PLAN | 2023 | 923655730 | 2024-10-02 | JAMES PHILLIPS P.A. | 2 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-10-02 |
| Name of individual signing | ALLISON BRECHER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3217227822 |
| Plan sponsor’s address | 1360 S. PATRICK DRIVE. SUITE 5, SATELLITE BEACH, FL, 32937 |
Signature of
| Role | Plan administrator |
| Date | 2023-09-28 |
| Name of individual signing | ALLISON BRECHER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3217227822 |
| Plan sponsor’s address | 1360 S. PATRICK DRIVE. SUITE 5, SATELLITE BEACH, FL, 32937 |
Signature of
| Role | Plan administrator |
| Date | 2022-10-07 |
| Name of individual signing | ALLISON BRECHER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| PHILLIPS JAMES | Agent | 3172 Tuscawillow Dr., Melbourne, FL, 32934 |
| Name | Role | Address |
|---|---|---|
| PHILLIPS JAMES | President | 3172 Tuscawillow Dr., Melbourne, FL, 32934 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G14000082807 | PHILLIPS FINANCIAL ADVISORS | EXPIRED | 2014-08-12 | 2024-12-31 | No data | 1360 S. PATRICK DR., SUITE 5, SATELLITE BEACH, FL, 32937 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT ADDRESS CHANGED | 2025-01-05 | 3172 Tuscawillow Dr., Melbourne, FL 32934 | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2025-01-02 | 1900 S. Harbor City Blvd. Suite 111, Melbourne, FL 32901 | No data |
| CHANGE OF MAILING ADDRESS | 2025-01-02 | 1900 S. Harbor City Blvd. Suite 111, Melbourne, FL 32901 | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2016-03-03 | 1360 SOUTH PATRICK DRIVE, SUITE 5, SATELLITE BEACH, FL 32937 | No data |
| CHANGE OF MAILING ADDRESS | 2016-03-03 | 1360 SOUTH PATRICK DRIVE, SUITE 5, SATELLITE BEACH, FL 32937 | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2016-03-03 | 1360 SOUTH PATRICK DRIVE, SUITE 5, SATELLITE BEACH, FL 32937 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-05 |
| ANNUAL REPORT | 2024-03-10 |
| ANNUAL REPORT | 2023-01-21 |
| ANNUAL REPORT | 2022-02-03 |
| ANNUAL REPORT | 2021-02-07 |
| ANNUAL REPORT | 2020-05-02 |
| ANNUAL REPORT | 2019-02-08 |
| ANNUAL REPORT | 2018-04-10 |
| ANNUAL REPORT | 2017-05-01 |
| ANNUAL REPORT | 2016-03-03 |
Date of last update: 01 Feb 2025
Sources: Florida Department of State
