Regis Financial Partners, LLC

Miami, FL

Massachusetts

Registered In

03/07/2023

Incorp. Date

Foreign

Registration Type

Florida

Foreign Jurisdiction

Company Summary

Regis Financial Partners, LLC at 501 Brickell Key Dr STE 509, Miami, FL 33131 lists Stephanie Alper-Lisi and Ricardo R. Calderon of Miami, FL as associates.

Overview

Registered In

Massachusetts

Incorporation Date

03/07/2023

Company Type

Foreign Limited Liability Company (Llc)

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Florida

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People

Incorporating Services, Ltd. Registered Agent	44 SCHOOL ST STE 505, BOSTON, MA 02108
Stephanie Alper-Lisi Manager
Ricardo R. Calderon Manager	901 BRICKELL KEY BLVD # 1603, MIAMI, FL 33131
Robert Becerra Manager
Stephanie Alper-Lisi Member/Manager
Stephanie Alper-Lisi REAL PROPERTY
Ricardo R. Claderon REAL PROPERTY	901 BRICKELL KEY BLVD # 1603, MIAMI, FL 33131
Robert Becerra REAL PROPERTY

Map & Locations

501 BRICKELL KEY DR STE 509, MIAMI, FL 33131 View Map

Financials

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

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Address Match:501 Brickell Key Dr Ste 509 Miami, FL

Regis Financial Partners, LLC Registered in Pennsylvania	Miami, FL (1 more)	View Report
Regis Financial Partners, LLC Registered in Florida	Miami, FL	View Report
Regis Financial Partners, LLC Registered in Vermont	Miami, FL	View Report
Regis Financial Partners, LLC Registered in California	Miami, FL	View Report
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Related Business Names:

Regis Financial Partners LLC Registered in New Jersey		View Report
Regis Financial Partners, LLC Registered in New York	Miami, FL	View Report
Regis Fp, Llc (Regis Fp, Llc (Regis Financial Partners, Llc)) Registered in Ohio	Marion, OH	View Report
Regis Financial Partners, LLC Registered in Washington	Miami, FL Tumwater, WA	View Report
Regis Financial Partners, LLC Registered in Nevada	Carson City, NV Dover, DE	View Report
Regis Financial Partners, LLC Registered in Connecticut	Miami, FL Succasunna, NJ	View Report
Regis Financial Partners, LLC Registered in North Carolina	Miami, FL Raleigh, NC	View Report
Regis Financial Partners, LLC Registered in Wisconsin	Sun Prairie, WI	View Report
Regis Financial Partners, LLC Registered in New Hampshire	Derry, NH Miami, FL	View Report

Address Match:501 Brickell Key Dr Miami, FL

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Person/City Match:Ricardo R Calderon - Miami, FL

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Sources

The following government agencies have contributed data:

• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor