Search icon

LEGACY WEALTH MANAGEMENT, INC. - Florida Company Profile

Company claim

Is this your business?

Get access!

Company Details

Entity Name: LEGACY WEALTH MANAGEMENT, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

LEGACY WEALTH MANAGEMENT, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.

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: 01 Apr 1997 (28 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 25 Oct 2004 (21 years ago)
Document Number: P97000029124
FEI/EIN Number 650732128

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 1250 S. PINE ISLAND RD., STE 350, PLANTATION, FL, 33324
Mail Address: 1250 S. PINE ISLAND RD., STE 350, PLANTATION, FL, 33324
ZIP code: 33324
County: Broward
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
DUBOSE TONY E President 1250 S. PINE ISLAND RD., STE 350, PLANTATION, FL, 33324
DUBOSE TONY E Manager 1250 S. PINE ISLAND RD., STE 350, PLANTATION, FL, 33324
DUBOSE TONY E Agent 1250 S. PINE ISLAND RD., STE 350, PLANTATION, FL, 33324

Form 5500 Series

Employer Identification Number (EIN):
650732128
Plan Year:
2023
Number Of Participants:
13
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
14
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
8
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G17000080380 FIDUCIARY RETIREMENT PLAN ADVISORS EXPIRED 2017-07-27 2022-12-31 - 1250 SOUTH PINE ISLAND ROAD, SUITE 350, PLANTATION, FL, 33324
G14000004196 LEGACY RETIREMENT PLAN ADVISORS EXPIRED 2014-01-13 2024-12-31 - 1250 S PINE ISLAND RD, STE 350, PLANTATION, FL, 33324

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2011-01-07 1250 S. PINE ISLAND RD., STE 350, PLANTATION, FL 33324 -
CHANGE OF PRINCIPAL ADDRESS 2010-07-01 1250 S. PINE ISLAND RD., STE 350, PLANTATION, FL 33324 -
CHANGE OF MAILING ADDRESS 2010-07-01 1250 S. PINE ISLAND RD., STE 350, PLANTATION, FL 33324 -
NAME CHANGE AMENDMENT 2004-10-25 LEGACY WEALTH MANAGEMENT, INC. -

Documents

Name Date
ANNUAL REPORT 2024-01-26
ANNUAL REPORT 2023-01-22
ANNUAL REPORT 2022-01-23
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-01-20
ANNUAL REPORT 2019-02-15
ANNUAL REPORT 2018-01-11
ANNUAL REPORT 2017-01-23
ANNUAL REPORT 2016-01-25
ANNUAL REPORT 2015-01-14

USAspending Awards / Financial Assistance

Date:
2020-04-09
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
91600.00
Total Face Value Of Loan:
91600.00
Date:
2010-07-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
150000.00

Trademarks

Serial Number:
98489051
Mark:
MANAGING GENERATIONS OF WEALTH
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2024-04-08
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
MANAGING GENERATIONS OF WEALTH

Goods And Services

For:
Financial services, namely, wealth management services
First Use:
2004-11-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
98496888
Mark:
RPA LEGACY RETIREMENT PLAN ADVISORS
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2024-04-12
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
RPA LEGACY RETIREMENT PLAN ADVISORS

Goods And Services

For:
Financial planning for retirement services, namely, management of corporate sponsored retirement plans
First Use:
2022-05-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
98489040
Mark:
LEGACY WEALTH MANAGEMENT
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2024-04-08
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
LEGACY WEALTH MANAGEMENT

Goods And Services

For:
Financial services, namely, wealth management services
First Use:
2004-11-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
98489043
Mark:
LWM LEGACY WEALTH MANAGEMENT
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2024-04-08
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
LWM LEGACY WEALTH MANAGEMENT

Goods And Services

For:
Financial services, namely, wealth management services
First Use:
2021-02-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-04-09
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
91600
Current Approval Amount:
91600
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
92237.44

Reviews Leave a review

This company hasn't received any reviews.

Date of last update: 02 Jun 2025

Sources: Florida Department of State