| Entity Name: | ADVISORS TRUST PLANNING & INVESTMENT COMPANY, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Domestic Profit
ADVISORS TRUST PLANNING & INVESTMENT COMPANY, 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: | 05 May 1998 (27 years ago) |
| Last Event: | NAME CHANGE AMENDMENT |
| Event Date Filed: | 14 Oct 1998 (27 years ago) |
| Document Number: | P98000040480 |
| FEI/EIN Number |
593513696
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 1185 IMMOKALEE ROAD, SUITE 120, NAPLES, FL, 34110, US |
| Mail Address: | 1185 IMMOKALEE ROAD, SUITE 120, NAPLES, FL, 34110, US |
| ZIP code: | 34110 |
| County: | Collier |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| COX JOE B | Vice President | 5150 Tamiami Trail North, NAPLES, FL, 34103 |
| COX JOE B | Secretary | 5150 Tamiami Trail North, NAPLES, FL, 34103 |
| COX JOE B | Director | 5150 Tamiami Trail North, NAPLES, FL, 34103 |
| SMARG RICHARD M | President | 1185 IMMOKALEE RD., NAPLES, FL, 34110 |
| SMARG RICHARD M | Director | 1185 IMMOKALEE RD., NAPLES, FL, 34110 |
| MANTZIDIS GEORGE ESQ. | Agent | 5150 Tamiami Trail North, NAPLES, FL, 34103 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT ADDRESS CHANGED | 2020-01-12 | 5150 Tamiami Trail North, Suite 503, NAPLES, FL 34103 | - |
| REGISTERED AGENT NAME CHANGED | 2013-10-04 | MANTZIDIS, GEORGE, ESQ. | - |
| CHANGE OF PRINCIPAL ADDRESS | 2007-01-06 | 1185 IMMOKALEE ROAD, SUITE 120, NAPLES, FL 34110 | - |
| CHANGE OF MAILING ADDRESS | 2007-01-06 | 1185 IMMOKALEE ROAD, SUITE 120, NAPLES, FL 34110 | - |
| NAME CHANGE AMENDMENT | 1998-10-14 | ADVISORS TRUST PLANNING & INVESTMENT COMPANY, INC. | - |
| AMENDMENT AND NAME CHANGE | 1998-10-02 | ADVISORS TRUST PLANNING & INVESTMENT MANAGEMENT, INC. | - |
| 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 May 2025
Sources: Florida Department of State
