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Founders Advisors, LLC

Details

Name: Founders Advisors, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 29 Apr 2003 (22 years ago)
Entity Number: 000-690-018
Register Number: 000690018
Historical Names: Founders Investment Banking, LLC
County: Jefferson
Place of Formation: Jefferson County
Registered Office Street Address: 2400 5TH AVENUE SOUTH, SUITE 100BIRMINGHAM, AL 35233
Registered Office Street Address ZIP Code: 35233

Activities PROVIDE INVESTMENT BANKING SERVICES

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FOUNDERS ADVISORS, LLC 401(K) PLAN 2023 450513275 2024-07-09 FOUNDERS ADVISORS, LLC 52
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2059492043
Plan sponsor’s address LAKESHORE PARK PLAZA, 2204 LAKESHORE DRIVE, SUITE 425, BIRMINGHAM, AL, 35209

Signature of
Role Plan administrator
Date 2024-07-09
Name of individual signing ZANE TARENCE
FOUNDERS ADVISORS, LLC 401(K) PLAN 2022 450513275 2023-08-01 FOUNDERS ADVISORS, LLC 49
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2059492043
Plan sponsor’s address LAKESHORE PARK PLAZA, 2204 LAKESHORE DRIVE, SUITE 425, BIRMINGHAM, AL, 35209

Signature of
Role Plan administrator
Date 2023-08-01
Name of individual signing WESLEY LEGG
FOUNDERS ADVISORS, LLC 401(K) PLAN 2021 450513275 2022-10-03 FOUNDERS ADVISORS, LLC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2059492043
Plan sponsor’s address LAKESHORE PARK PLAZA, 2204 LAKESHORE DRIVE, SUITE 425, BIRMINGHAM, AL, 35209

Signature of
Role Plan administrator
Date 2022-10-03
Name of individual signing WESLEY LEGG
FOUNDERS ADVISORS, LLC 401(K) PLAN 2020 450513275 2022-09-22 FOUNDERS ADVISORS, LLC 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2059492043
Plan sponsor’s address LAKESHORE PARK PLAZA, 2204 LAKESHORE DRIVE, SUITE 425, BIRMINGHAM, AL, 35209

Signature of
Role Plan administrator
Date 2022-09-22
Name of individual signing WESLEY LEGG
FOUNDERS ADVISORS, LLC 401(K) PLAN 2020 450513275 2021-10-14 FOUNDERS ADVISORS, LLC 30
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2059492043
Plan sponsor’s address LAKESHORE PARK PLAZA, 2204 LAKESHORE DRIVE, SUITE 425, BIRMINGHAM, AL, 35209

Signature of
Role Plan administrator
Date 2021-10-14
Name of individual signing WESLEY LEGG
FOUNDERS ADVISORS, LLC 401(K) PLAN 2019 450513275 2020-10-07 FOUNDERS ADVISORS, LLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2059492043
Plan sponsor’s address LAKESHORE PARK PLAZA, 2204 LAKESHORE DRIVE, SUITE 425, BIRMINGHAM, AL, 35209

Signature of
Role Plan administrator
Date 2020-10-07
Name of individual signing WESLEY LEGG
FOUNDERS ADVISORS, LLC 401(K) PLAN 2018 450513275 2019-09-27 FOUNDERS ADVISORS, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2059492043
Plan sponsor’s address LAKESHORE PARK PLAZA, 2204 LAKESHORE DRIVE, SUITE 425, BIRMINGHAM, AL, 35209

Signature of
Role Plan administrator
Date 2019-09-27
Name of individual signing WESLEY LEGG
FOUNDERS ADVISORS, LLC 401(K) PLAN 2017 450513275 2018-06-19 FOUNDERS ADVISORS, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2059492043
Plan sponsor’s address LAKESHORE PARK PLAZA, 2204 LAKESHORE DRIVE, SUITE 425, BIRMINGHAM, AL, 35209

Signature of
Role Plan administrator
Date 2018-06-19
Name of individual signing WESLEY LEGG

Agent

Name Role Address
DONNER, DUANE P II Agent 2204 LAKESHORE DRIVE SUITE 425BIRMINGHAM, AL 35209

Member

Name Role Address
DONNER, DUANE P II Member 2204 LAKESHORE DRIVE SUITE 425BIRMINGHAM, AL 35209

Events

Event Date Event Type Old Value New Value
2017-10-03 Name Change Founders Investment Banking, LLC Founders Advisors, LLC

Related by officers

DONNER, DUANE P II

Founders Investment I, LLC Donner Farms, LLC Founders Investment III, LLC Gulf Coast Sand and Gravel LLC Donner LMO Holdings, LLC Donner Finance Holdings, LLC E & I Advisory Partners, LLC Albertville Industrial Properties, LLC Foundation Fund Management Company, LLC Founders Development Solutions, LLC

Related by address

2400 5TH AVENUE SOUTH, SUITE 100BIRMINGHAM, AL 35233

Founders M&A Advisory, LLC D&Z Holdings LLC

Date of last update: 15 Aug 2024

Sources: Alabama Secretary of State

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