| Entity Name: | ADVISORS TRUST PLANNING & INVESTMENT COMPANY, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Profit Corporation |
| Status: | Active |
| Date Filed: | 05 May 1998 (27 years ago) |
| Last Event: | NAME CHANGE AMENDMENT |
| Event Date Filed: | 14 Oct 1998 (26 years ago) |
| Document Number: | P98000040480 |
| FEI/EIN Number | 59-3513696 |
| Address: | 1185 IMMOKALEE ROAD, SUITE 120, NAPLES, FL 34110 |
| Mail Address: | 1185 IMMOKALEE ROAD, SUITE 120, NAPLES, FL 34110 |
| ZIP code: | 34110 |
| County: | Collier |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| MANTZIDIS, GEORGE, ESQ. | Agent | 5150 Tamiami Trail North, Suite 503, NAPLES, FL 34103 |
| Name | Role | Address |
|---|---|---|
| COX, JOE B | Vice President | 5150 Tamiami Trail North, Suite 503 NAPLES, FL 34103 |
| Name | Role | Address |
|---|---|---|
| COX, JOE B | Secretary | 5150 Tamiami Trail North, Suite 503 NAPLES, FL 34103 |
| Name | Role | Address |
|---|---|---|
| COX, JOE B | Director | 5150 Tamiami Trail North, Suite 503 NAPLES, FL 34103 |
| SMARG, RICHARD M | Director | 1185 IMMOKALEE RD., Suite 120 NAPLES, FL 34110 |
| Name | Role | Address |
|---|---|---|
| SMARG, RICHARD M | President | 1185 IMMOKALEE RD., Suite 120 NAPLES, FL 34110 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT ADDRESS CHANGED | 2020-01-12 | 5150 Tamiami Trail North, Suite 503, NAPLES, FL 34103 | No data |
| REGISTERED AGENT NAME CHANGED | 2013-10-04 | MANTZIDIS, GEORGE, ESQ. | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2007-01-06 | 1185 IMMOKALEE ROAD, SUITE 120, NAPLES, FL 34110 | No data |
| CHANGE OF MAILING ADDRESS | 2007-01-06 | 1185 IMMOKALEE ROAD, SUITE 120, NAPLES, FL 34110 | No data |
| NAME CHANGE AMENDMENT | 1998-10-14 | ADVISORS TRUST PLANNING & INVESTMENT COMPANY, INC. | No data |
| AMENDMENT AND NAME CHANGE | 1998-10-02 | ADVISORS TRUST PLANNING & INVESTMENT MANAGEMENT, INC. | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-02-08 |
| ANNUAL REPORT | 2023-02-05 |
| ANNUAL REPORT | 2022-01-24 |
| ANNUAL REPORT | 2021-01-16 |
| ANNUAL REPORT | 2020-01-12 |
| ANNUAL REPORT | 2019-02-11 |
| ANNUAL REPORT | 2018-03-13 |
| ANNUAL REPORT | 2017-01-08 |
| ANNUAL REPORT | 2016-04-16 |
| ANNUAL REPORT | 2015-04-05 |
Date of last update: 01 Feb 2025
Sources: Florida Department of State
