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  5. PRIVATE WEALTH MANAGEMENT INCORPORATED

PRIVATE WEALTH MANAGEMENT INCORPORATED

Company Details

Entity Name: PRIVATE WEALTH MANAGEMENT INCORPORATED
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Inactive
Date Filed: 01 Feb 2021 (4 years ago)
Date of dissolution: 27 Sep 2024 (4 months ago)
Last Event: ADMIN DISSOLUTION FOR ANNUAL REPORT
Event Date Filed: 27 Sep 2024 (4 months ago)
Document Number: P21000011829
FEI/EIN Number 86-2066118
Address: 3210 Tanager Court, A, TALLAHASSEE, FL, 32308, US
Mail Address: 3210 Tanager Court, A, TALLAHASSEE, FL, 32308, US
ZIP code: 32308
County: Leon
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PRIVATE WEALTH MANAGEMENT 401(K) PLAN 2020 203028884 2021-10-06 PRIVATE WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 4078041444
Plan sponsor’s address 1540 INTERNATIONAL PARKWAY, SUITE 3030, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2021-10-06
Name of individual signing PATRICK R. BUCHANAN
Valid signature Filed with authorized/valid electronic signature
PRIVATE WEALTH MANAGEMENT 401(K) PLAN 2019 203028884 2020-04-02 PRIVATE WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 4078041444
Plan sponsor’s address 1540 INTERNATIONAL PARKWAY, SUITE 3030, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2020-04-02
Name of individual signing PATRICK R. BUCHANAN
Valid signature Filed with authorized/valid electronic signature
PRIVATE WEALTH MANAGEMENT 401(K) PLAN 2018 203028884 2019-04-22 PRIVATE WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 4078041444
Plan sponsor’s address 1540 INTERNATIONAL PARKWAY, SUITE 3030, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2019-04-22
Name of individual signing PATRICK R. BUCHANAN
Valid signature Filed with authorized/valid electronic signature
PRIVATE WEALTH MANAGEMENT 401(K) PLAN 2017 203028884 2018-08-01 PRIVATE WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 4078041444
Plan sponsor’s address 1540 INTERNATIONAL PARKWAY, SUITE 3030, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2018-08-01
Name of individual signing PATRICK R. BUCHANAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-08-01
Name of individual signing PATRICK R BUCHANAN
Valid signature Filed with authorized/valid electronic signature
PRIVATE WEALTH MANAGEMENT 401(K) PLAN 2016 203028884 2017-04-28 PRIVATE WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 4078041444
Plan sponsor’s address 1540 INTERNATIONAL PARKWAY, SUITE 3030, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2017-04-28
Name of individual signing PATRICK R. BUCHANAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-28
Name of individual signing PATRICK R BUCHANAN
Valid signature Filed with authorized/valid electronic signature
PRIVATE WEALTH MANAGEMENT 401(K) PLAN 2015 203028884 2016-05-05 PRIVATE WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 4078041444
Plan sponsor’s address 1540 INTERNATIONAL PARKWAY, SUITE 3030, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2016-05-05
Name of individual signing PATRICK R. BUCHANAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-05
Name of individual signing PATRICK R BUCHANAN
Valid signature Filed with authorized/valid electronic signature
PRIVATE WEALTH MANAGEMENT 401(K) PLAN 2014 203028884 2015-06-24 PRIVATE WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523120
Sponsor’s telephone number 4078041444
Plan sponsor’s address 1540 INTERNATIONAL PARKWAY, SUITE 3030, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2015-06-24
Name of individual signing PATRICK R. BUCHANAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
GAGLIOTTI CARMELO Agent 3210 Tanager Court, TALLAHASSEE, FL, 32308

President

Name Role Address
GAGLIOTTI CARMELO President 3210 Tanager Court, TALLAHASSEE, FL, 32308

Events

Event Type Filed Date Value Description
ADMIN DISSOLUTION FOR ANNUAL REPORT 2024-09-27 No data No data
CHANGE OF PRINCIPAL ADDRESS 2022-02-22 3210 Tanager Court, A, TALLAHASSEE, FL 32308 No data
CHANGE OF MAILING ADDRESS 2022-02-22 3210 Tanager Court, A, TALLAHASSEE, FL 32308 No data
REGISTERED AGENT ADDRESS CHANGED 2022-02-22 3210 Tanager Court, A, TALLAHASSEE, FL 32308 No data

Documents

Name Date
ANNUAL REPORT 2023-03-27
ANNUAL REPORT 2022-02-22
Domestic Profit 2021-02-01

Related by officers

GAGLIOTTI CARMELO

EAST COAST AC, LLC CARMELO GAGLIOTTI, LLC ELITE EXTERIORS, LLC PRESSURE WASH TALLAHASSEE LLC

Related by address

No related companies by address

Date of last update: 03 Feb 2025

Sources: Florida Department of State

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