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.

Registered In: Massachusetts
Incorporation Date: 03/07/2023
Registration Type: Foreign
Foreign Jurisdiction: Florida
Company Type: Foreign Limited Liability Company (Llc)
Status: Active
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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

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

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.

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The following government agencies have contributed data:

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

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