| Name: | PRENTICE WEALTH MANAGEMENT, LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 28 Dec 2007 (17 years ago) |
| Entity Number: | 3610533 |
| County: | Monroe |
| Place of Formation: | New York |
| Address: | 1150 Penfield Road, ROCHESTER, NY, United States, 14625 |
| Address ZIP Code: | 14625 |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1864229 | 1150 PENFIELD RD., ROCHESTER, NY, 14625 | 1150 PENFIELD RD., ROCHESTER, NY, 14625 | 5852180001 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | N-PX |
| File number | 028-21272 |
| Filing date | 2024-08-08 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-11
| Form type | 13F-HR |
| File number | 028-21272 |
| Filing date | 2024-07-11 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-15
| Form type | 13F-HR |
| File number | 028-21272 |
| Filing date | 2024-04-15 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-11
| Form type | 13F-HR |
| File number | 028-21272 |
| Filing date | 2024-01-11 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-16
| Form type | 13F-HR |
| File number | 028-21272 |
| Filing date | 2023-10-16 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-06
| Form type | 13F-HR |
| File number | 028-21272 |
| Filing date | 2023-07-06 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-14
| Form type | 13F-HR |
| File number | 028-21272 |
| Filing date | 2023-04-14 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-18
| Form type | 13F-HR |
| File number | 028-21272 |
| Filing date | 2023-01-18 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-31
| Form type | 13F-HR |
| File number | 028-21272 |
| Filing date | 2022-10-31 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-10-31
| Form type | 13F-HR |
| File number | 028-21272 |
| Filing date | 2022-10-31 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2022-10-19
| Form type | 13F-HR |
| File number | 028-21272 |
| Filing date | 2022-10-19 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-28
| Form type | 13F-HR |
| File number | 028-21272 |
| Filing date | 2022-07-28 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2021-11-10
| Form type | 13F-HR |
| File number | 028-21272 |
| Filing date | 2021-11-10 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-11
| Form type | 13F-HR |
| File number | 028-21272 |
| Filing date | 2021-08-11 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-06-17
| Form type | 13F-HR/A |
| File number | 028-21272 |
| Filing date | 2021-06-17 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-06-08
| Form type | 13F-HR |
| File number | 028-21272 |
| Filing date | 2021-06-08 |
| Reporting date | 2021-03-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PRENTICE WEALTH MANAGEMENT, LLC 401(K) PLAN | 2023 | 364624650 | 2024-07-26 | PRENTICE WEALTH MANAGEMENT, LLC | 10 | |||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-07-26 |
| Name of individual signing | WILLIAM PRENTICE |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 5852180001 |
| Plan sponsor’s address | 110 LINDEN OAKS DRIVE, SUITE F, ROCHESTER, NY, 14625 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-18 |
| Name of individual signing | WILLIAM PRENTICE |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 5852180001 |
| Plan sponsor’s address | 110 LINDEN OAKS DRIVE, SUITE F, ROCHESTER, NY, 14625 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-12 |
| Name of individual signing | WILLIAM PRENTICE |
| Role | Employer/plan sponsor |
| Date | 2022-07-12 |
| Name of individual signing | WILLIAM PRENTICE |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 5852180001 |
| Plan sponsor’s address | 110 LINDEN OAKS DRIVE, SUITE F, ROCHESTER, NY, 14625 |
Signature of
| Role | Plan administrator |
| Date | 2021-03-29 |
| Name of individual signing | REBECCA HILCHEY |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 5852180001 |
| Plan sponsor’s address | 110 LINDEN OAKS DRIVE, SUITE F, ROCHESTER, NY, 14625 |
Signature of
| Role | Plan administrator |
| Date | 2020-04-28 |
| Name of individual signing | REBECCA HILCHEY |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 5852180001 |
| Plan sponsor’s address | 110 LINDEN OAKS DRIVE, SUITE F, ROCHESTER, NY, 14625 |
Signature of
| Role | Plan administrator |
| Date | 2020-05-15 |
| Name of individual signing | REBECCA HILCHEY |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 5852180001 |
| Plan sponsor’s address | 110 LINDEN OAKS STE F, ROCHESTER, NY, 146252835 |
Signature of
| Role | Plan administrator |
| Date | 2020-05-07 |
| Name of individual signing | REBECCA HILCHEY |
| Name | Role | Address |
|---|---|---|
| PRENTICE WEALTH MANAGEMENT, LLC | DOS Process Agent | 1150 Penfield Road, ROCHESTER, NY, United States, 14625 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2012-04-19 | 2023-12-04 | Address | 110F LINDEN OAKS, ROCHESTER, NY, 14625, USA (Type of address: Service of Process) |
| 2007-12-28 | 2012-04-19 | Address | 64 FAIR OAKS, ROCHESTER, NY, 14618, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 231204002761 | 2023-12-04 | BIENNIAL STATEMENT | 2023-12-01 |
| 211203001077 | 2021-12-03 | BIENNIAL STATEMENT | 2021-12-03 |
| 191203060230 | 2019-12-03 | BIENNIAL STATEMENT | 2019-12-01 |
| 171208006130 | 2017-12-08 | BIENNIAL STATEMENT | 2017-12-01 |
| 151203006177 | 2015-12-03 | BIENNIAL STATEMENT | 2015-12-01 |
| 131219006086 | 2013-12-19 | BIENNIAL STATEMENT | 2013-12-01 |
| 120419002766 | 2012-04-19 | BIENNIAL STATEMENT | 2011-12-01 |
| 110217003037 | 2011-02-17 | BIENNIAL STATEMENT | 2009-12-01 |
| 090224000100 | 2009-02-24 | CERTIFICATE OF PUBLICATION | 2009-02-24 |
| 071228000934 | 2007-12-28 | ARTICLES OF ORGANIZATION | 2008-01-01 |
Date of last update: 09 Nov 2024
Sources: New York Secretary of State
