Piedmont Financial Services, LLC

Charlotte, NC

Georgia

Registered In

11/19/2019

Incorp. Date

Foreign

Registration Type

North Carolina

Foreign Jurisdiction

Company Summary

Piedmont Financial Services, LLC at 322 Lamar Ave STE 300, Charlotte, Nc 28204 lists Anil Jivani of Decatur, GA.

Overview

Registered In

Georgia

Incorporation Date

11/19/2019

Company Type

Foreign Limited Liability Company

Status

Active/Compliance

Registration Type

Foreign

Foreign Jurisdiction

North Carolina

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People

Anil Jivani Registered Agent

1307 STRATFORD COMMONS, DECATUR, GA 30033

Map & Locations

322 LAMAR AVE STE 300, CHARLOTTE, NC 28204 View Map

Financials

Financial Information for Piedmont Financial Services, LLC

Form 5500

PIEDMONT FINANCIAL SERVICES, LLC

322 Lamar Avenue, Suite 300, Charlotte, Nc 28204 (704) 582-7870 EIN:61-1922184 Plan Admin:Joel Childress

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePIEDMONT FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$61,716 / $85,443	2023	PIEDMONT FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001	2 / 2	$61,716 / $85,443
2022	Plan NamePIEDMONT FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$55,895 / $61,716	2022	PIEDMONT FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001	2 / 2	$55,895 / $61,716
2021	Plan NamePIEDMONT FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$24,479 / $55,895	2021	PIEDMONT FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001	2 / 2	$24,479 / $55,895
2020	Plan NamePIEDMONT FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $24,479	2020	PIEDMONT FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001	2 / 2	$0 / $24,479

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:

Piedmont Financial Services, LLC Registered in Florida	Charlotte, NC Naples, FL	View Report
Piedmont Financial Services, LLC Registered in North Carolina	Charlotte, NC	View Report
Piedmont Financial Services, LLC Registered in Alabama	Birmingham, AL Charlotte, NC	View Report
Piedmont Financial Services LLC Registered in Virginia	Bassett, VA Collinsville, VA	View Report
Piedmont Financial Services, LLC Registered in North Carolina	Greensboro, NC	View Report

Address Match:322 Lamar Ave Ste 300 Charlotte, NC

Piedmont Financial LLC Registered in Virginia	Charlotte, NC Richmond, VA		View Report

Address Match:322 Lamar Ave Charlotte, NC

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Person/City Match:Anil Jivani - Decatur, GA

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Sources

The following government agencies have contributed data:

• Georgia Corporations Division • U.S. Department of Labor