| Name: | Kassouf Wealth Advisors, LLC |
| Jurisdiction: | Alabama |
| Legal type: | Domestic Limited Liability Company |
| Status: | Exists |
| Date of registration: | 22 Dec 1999 (25 years ago) |
| Entity Number: | 000-667-770 |
| Register Number: | 000667770 |
| Historical Names: |
Summit Wealth Management, LLC
|
| County: | Jefferson |
| Place of Formation: | Jefferson County |
| Registered Office Street Address: | 2101 HIGHLAND AVE S SUITE 300BIRMINGHAM, AL 35205 |
| Registered Office Street Address ZIP Code: | 35205 |
Activities
PERSONAL FINANCIAL PLANING
| Name | Role | Address |
|---|---|---|
| KASSOUF, GERARD J | Agent | 2208 UNIVERSITY BLVDBIRMINGHAM, AL 35233 |
| Name | Role | Address |
|---|---|---|
| KASSOUF, DAVID P | Member | 2208 UNIVERSITY BOULEVARDBIRMINGHAM, AL 35233 |
| KASSOUF, GERARD J | Member | 2208 UNIVERSITY BLVDBIRMINGHAM, AL 35233 |
| CALLAHAN, JERRY D JR | Member | No data |
| BEALL, JAMES F | Member | No data |
| LAMBERT, MELANIE | Member | No data |
| Event Date | Event Type | Old Value | New Value |
|---|---|---|---|
| 2014-10-14 | Name Change | Summit Wealth Management, LLC | Kassouf Wealth Advisors, LLC |
Date of last update: 15 Aug 2024
Sources: Alabama Secretary of State
