| Entity Name: | CUNA BROKERAGE SERVICES, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Foreign Profit |
| Status: |
Active
The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness. |
| Date Filed: | 31 Mar 1992 (33 years ago) |
| Document Number: | P38159 |
| FEI/EIN Number |
39-1437257
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 5910 Mineral Point Road, Madison, WI, 53705, US |
| Mail Address: | 5910 Mineral Point Road, Madison, WI, 53705, US |
| Place of Formation: | WISCONSIN |
| Name | Role | Address |
|---|---|---|
| Sweitzer David L | Director | 5910 Mineral Point Road, Madison, WI, 53705 |
| Brock Jenny M | Treasurer | 5910 Mineral Point Road, Madison, WI, 53705 |
| Karls William | Director | 5910 Mineral Point Road, Madison, WI, 53705 |
| Barbato Paul D | Secretary | 5910 Mineral Point Road, Madison, WI, 53705 |
| Copeland Christopher J | Director | 5910 Mineral Point Road, Madison, WI, 53705 |
| Chong Paul L | Director | 5910 Mineral Point Road, Madison, WI, 53705 |
| C T CORPORATION SYSTEM | Agent | - |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G23000055373 | TRUSTAGE WEALTH MANAGEMENT SOLUTIONS | ACTIVE | 2023-05-02 | 2028-12-31 | - | 5910 MINERAL POINT RD, MADISON, WI, 53705 |
| G21000067215 | CUNA MUTUAL GROUP FINANCIAL ADVISORS | ACTIVE | 2021-05-17 | 2026-12-31 | - | 5910 MINERAL POINT ROAD, MADISON, WI, 53705 |
| G19000123116 | CUNA MUTUAL FINANCIAL ADVISORS | EXPIRED | 2019-11-18 | 2024-12-31 | - | 5910 MINERAL POINT ROAD, MADISON, WI, 53705 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2024-03-22 | 5910 Mineral Point Road, Madison, WI 53705 | - |
| CHANGE OF MAILING ADDRESS | 2024-03-22 | 5910 Mineral Point Road, Madison, WI 53705 | - |
| REGISTERED AGENT NAME CHANGED | 2006-06-15 | C T CORPORATION SYSTEM | - |
| REGISTERED AGENT ADDRESS CHANGED | 2006-06-15 | 1200 SOUTH PINE ISLAND ROAD, PLANTATION, FL 33324 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-03-22 |
| ANNUAL REPORT | 2023-03-06 |
| ANNUAL REPORT | 2022-04-01 |
| ANNUAL REPORT | 2021-04-17 |
| ANNUAL REPORT | 2020-04-26 |
| ANNUAL REPORT | 2019-03-20 |
| ANNUAL REPORT | 2018-04-03 |
| ANNUAL REPORT | 2017-04-18 |
| ANNUAL REPORT | 2016-03-30 |
| ANNUAL REPORT | 2015-04-12 |
Date of last update: 03 Apr 2025
Sources: Florida Department of State
