Client 1st Advisory Group, LLC
Mississippi
Registered In
08/07/2013
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction
Company Summary
Client 1st Advisory Group, LLC at 678 Douglas Ave, Dunedin, FL 34698 lists Morgan Mabry of Dunedin, FL and Michelle Mabry of Lumberton, MS as the associates.
- Registered In
- Mississippi
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Florida
- Company Type
- Limited Liability Company
- Status
- Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Mabry, Michelle
Registered Agent
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36 FISHER PT, LUMBERTON, MS 39455
(View Past Addresses)
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Morgan Mabry
Manager
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67 DOUGLAS AVE, DUNEDIN, FL 34698
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Michelle Mabry
Manager, Member
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36 FISHER PT, LUMBERTON, MS 39455
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678 DOUGLAS AVE, DUNEDIN, FL 34698
View Map
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Financial Information for Client 1st Advisory Group, LLC
Form 5500
CLIENT 1ST ADVISORY GROUP, LLC
104 Titus Blvd, Hattiesburg, Ms 39402 (601) 264-0946 EIN:46-2205726 Plan Admin:Michelle Mabry| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2020 | Plan NameCLIENT 1ST ADVISORY GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 8 Assets BOY/EOY$776,276 / $991,541 | 2020 | CLIENT 1ST ADVISORY GROUP, LLC 401(K) PLAN - Plan #001 | 10 / 8 | $776,276 / $991,541 |
| 2019 | Plan NameCLIENT 1ST ADVISORY GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$721,582 / $776,276 | 2019 | CLIENT 1ST ADVISORY GROUP, LLC 401(K) PLAN - Plan #001 | 11 / 10 | $721,582 / $776,276 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CLIENT 1ST ADVISORY GROUP LLC
611 Druid Rd East Suite 707, Clearwater, FL 33756-3911| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/10/2020 | Approved$102,600 Forgiven$103,286 LenderHancock Whitney Bank Jobs11 | 04/10/2020 | $102,600 | $103,286 | Hancock Whitney Bank | 11 |
PPP Loans based on Paycheck Protection Program.
Address Match:678 Douglas Ave Dunedin, FL
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Person/City Match:Mabry Michelle - Lumberton, MS
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The following government agencies have contributed data:
Mississippi Secretary of State U.S. Department of Labor U.S. Small Business Administration
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