| Entity Name: | CENTERCOAST PRIVATE WEALTH MANAGEMENT LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 19 Dec 2022 |
| Company Number: | LLC_12603363 |
| File Number: | 12603363 |
| Type of Management: | Manager Managed |
| Date Status Change: | 20 Nov 2024 |
| Address | ONE CONWAY, 100 NORTH FIELD DR., SUITE 170, LAKE FOREST, 60045, IL |
| Place of Formation: | ILLINOIS |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CENTERCOAST 401(K) PLAN | 2023 | 921472768 | 2024-04-30 | CENTERCOAST PRIVATE WEALTH MANAGEMENT | 0 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-04-30 |
| Name of individual signing | ROBERT H WEIS |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| DAN E. BABARIK, 200 N MARTIN LUTHER KING JR AVE, WAUKEGAN, 60085 | Agent | 2022-12-19 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| ROBERT H. WEIS, ONE CONWAY, 100 NORTH FIELD DR. SUITE 170, LAKE FOREST, IL, 60045 | Manager | 2024-11-20 |
| MARC R. LUBKEMAN, 505 ORCHARD STREET, SUITE 100, ANTIOCH, IL, 60002 | Manager | 2024-11-20 |
| Name | Change Date |
|---|---|
| CENTER COAST PRIVATE WEALTH MANAGEMENT LLC | 2023-01-12 |
Date of last update: 23 Dec 2024
