Regis Financial Partners, LLC
Florida
Registered In
10/05/2022
Incorp. Date
Company Summary
Regis Financial Partners, LLC at 501 Brickell Key Dr STE 509, Miami, FL 33131 lists Soler Francisco and Calderon Ricardo R of Miami, FL as the associates.
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Florida Limited Liability Co.
- Status
- Active
- EIN
- 20-8083708
- Website
- massvc.com
- ******@massvc.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Sunbiz Trellis.Law Recent News
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Calderon Ricardo R
Registered Agent
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501 BRICKELL KEY DR, MIAMI, FL 33131
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Soler Francisco
Manager
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501 BRICKELL KEY DR STE 509, MIAMI, FL 33131
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Calderon Ricardo R
Manager
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501 BRICKELL KEY DR STE 509, MIAMI, FL 33131
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501 BRICKELL KEY DR STE 509, MIAMI, FL 33131
View Map
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Financial Information for Regis Financial Partners, LLC
Form 5500
REGIS FINANCIAL PARTNERS, LLC
501 Brickell Key Drive Suite 509, Miami, FL 33131 (786) 884-0090 EIN:20-8083708 Plan Admin:Stephanie Alper-Lisi| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameREGIS FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY16 / 9 Assets BOY/EOY$411,672 / $382,005 | 2023 | REGIS FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001 | 16 / 9 | $411,672 / $382,005 |
| 2022 | Plan NameREGIS FINANCIAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$427,766 / $411,672 | 2022 | REGIS FINANCIAL PARTNERS, LLC 401(K) PLAN - Plan #001 | 8 / 10 | $427,766 / $411,672 |
| 2021 | Plan NameSYNERGY LIFE BROKERAGE GROUP LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$368,602 / $427,766 | 2021 | SYNERGY LIFE BROKERAGE GROUP LLC 401(K) PLAN - Plan #001 | 9 / 9 | $368,602 / $427,766 |
| 2020 | Plan NameSYNERGY LIFE BROKERAGE GROUP LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$0 / $368,602 | 2020 | SYNERGY LIFE BROKERAGE GROUP LLC 401(K) PLAN - Plan #001 | 9 / 9 | $0 / $368,602 |
Benefit & Retirement Plans based on Form 5500.
Address Match:501 Brickell Key Dr Ste 509 Miami, FL
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Regis Financial Partners, LLC
Registered in Pennsylvania
|
Miami, FL (1 more) | View Report | |
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Regis Financial Partners, LLC
Registered in Massachusetts
|
Miami, FL | View Report | |
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Miami, FL | View Report | |
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Regis Financial Partners LLC
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Regis Financial Partners, LLC
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Address Match:501 Brickell Key Dr Miami, FL
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The following government agencies have contributed data:
Florida Department of State U.S. Department of Labor
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