| Entity Name: | HOLISTIC BROKERAGE, LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 28 Aug 1998 |
| Company Number: | LLC_00217964 |
| File Number: | 00217964 |
| Type of Management: | Manager Managed |
| Date Status Change: | 26 Jul 2024 |
| Address | 800 BRICKELL AVE STE 502, MIAMI, 33131, FL |
| Place of Formation: | ILLINOIS |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | HOLISTIC BROKERAGE, LLC, NEW YORK | 4992165 | NEW YORK |
| Headquarter of | HOLISTIC BROKERAGE, LLC, FLORIDA | M14000005740 | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1070880 | 800 BRICKELL AVE, SUITE 502, MIAMI, FL, 33131 | 800 BRICKELL AVE, SUITE 502, MIAMI, FL, 33131 | 305-374-1177 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2024-03-15 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-03-30
| Form type | X-17A-5/A |
| File number | 008-51285 |
| Filing date | 2023-03-30 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2023-03-30
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2023-03-30 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-04-21
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2022-04-21 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-03-22
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2021-03-22 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-02-28
| Form type | FOCUSN |
| File number | 008-51285 |
| Filing date | 2020-02-28 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2020-02-28
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2020-02-28 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-03-15
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2019-03-15 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2019-03-01
| Form type | FOCUSN |
| File number | 008-51285 |
| Filing date | 2019-03-01 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-03-01
| Form type | FOCUSN |
| File number | 008-51285 |
| Filing date | 2018-03-01 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2018-02-20
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2018-02-20 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-02-28
| Form type | FOCUSN |
| File number | 008-51285 |
| Filing date | 2017-02-28 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2017-02-27
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2017-02-27 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-02-29
| Form type | FOCUSN |
| File number | 008-51285 |
| Filing date | 2016-02-29 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2016-02-29
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2016-02-29 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-03-12
| Form type | FOCUSN |
| File number | 008-51285 |
| Filing date | 2015-03-12 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2015-03-12
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2015-03-12 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-03-04
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2014-03-04 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-02-28
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2013-02-28 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-02-29
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2012-02-29 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2011-02-28
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2011-02-28 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2010-03-01
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2010-03-01 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2009-02-27
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2009-02-27 |
| Reporting date | 2008-12-31 |
| File | View File |
Filings since 2008-02-28
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2008-02-28 |
| Reporting date | 2007-12-31 |
| File | View File |
Filings since 2007-03-01
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2007-03-01 |
| Reporting date | 2006-12-31 |
| File | View File |
Filings since 2006-02-24
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2006-02-24 |
| Reporting date | 2005-12-31 |
| File | View File |
Filings since 2005-02-23
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2005-02-23 |
| Reporting date | 2004-12-31 |
| File | View File |
Filings since 2004-08-03
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2004-08-03 |
| Reporting date | 2003-12-31 |
| File | View File |
Filings since 2004-02-26
| Form type | FOCUSN |
| File number | 008-51285 |
| Filing date | 2004-02-26 |
| Reporting date | 2003-12-31 |
| File | View File |
Filings since 2003-02-27
| Form type | FOCUSN |
| File number | 008-51285 |
| Filing date | 2003-02-27 |
| Reporting date | 2002-12-31 |
| File | View File |
Filings since 2003-02-27
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2003-02-27 |
| Reporting date | 2002-12-31 |
| File | View File |
Filings since 2002-07-11
| Form type | FOCUSN/A |
| File number | 008-51285 |
| Filing date | 2002-07-11 |
| Reporting date | 2001-12-31 |
| File | View File |
Filings since 2002-07-11
| Form type | X-17A-5 |
| File number | 008-51285 |
| Filing date | 2002-07-11 |
| Reporting date | 2001-12-31 |
| File | View File |
| Name and Address | Role | Appointment Date |
|---|---|---|
| INCORP SERVICES, INC, 901 S 2ND ST STE 201, SPRINGFIELD, 62704 | Agent | 2019-07-15 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| HOLISTIC WM HOLDINGS, LLC, 800 BRICKELL AVE STE 502, MIAMI, FL, 33131 | Manager | 2024-07-26 |
| Name | Type | Effective Date | Cancellation Date | Cancellation Type | Last Renewal Date |
|---|---|---|---|---|---|
| LAKE FOREST SECURITIES, LLC | Assumed name | 2018-08-14 | 2021-05-19 | Voluntary cancellation | 2020-07-27 |
| Name | Change Date |
|---|---|
| ADCAP SECURITIES, LLC | 2021-05-10 |
| LAKE FOREST SECURITIES LLC | 2014-07-24 |
Date of last update: 23 Dec 2024
