| Entity Name: | PRIVATE VISTA LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 02 Jan 1996 |
| Company Number: | LLC_00053481 |
| File Number: | 00053481 |
| Type of Management: | Manager Managed |
| Date Status Change: | 09 Jan 2025 |
| Expiration Date: | 01 Jan 2050 |
| Address | 2211 YORK RD, SUITE 310, OAK BROOK, 60523, IL |
| Place of Formation: | ILLINOIS |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1640638 | 1 N. LASALLE ST., 33RD FL., CHICAGO, IL, 60602 | 1 N. LASALLE ST., 33RD FL., CHICAGO, IL, 60602 | 3128314370 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2020-07-31 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-04
| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2020-05-04 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-31
| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2020-01-31 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-22
| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2019-10-22 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-07-19
| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2019-07-19 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-08
| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2019-05-08 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-01-29
| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2019-01-29 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-13
| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2018-11-13 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-08-14
| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2018-08-14 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-06-06
| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2018-06-06 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-04-11
| Form type | SC 13G/A |
| Filing date | 2018-04-11 |
| File | View File |
Filings since 2018-04-10
| Form type | SC 13G |
| Filing date | 2018-04-10 |
| File | View File |
Filings since 2018-04-10
| Form type | SC 13G/A |
| Filing date | 2018-04-10 |
| File | View File |
Filings since 2018-01-17
| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2018-01-17 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-02
| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2017-11-02 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-08
| Form type | 13F-HR/A |
| File number | 028-17272 |
| Filing date | 2017-08-08 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-08-04
| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2017-08-04 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-07-24
| Form type | SC 13G |
| Filing date | 2017-07-24 |
| File | View File |
Filings since 2017-05-11
| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2017-05-11 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-13
| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2017-02-13 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-11-10
| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2016-11-10 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-07-19
| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2016-07-19 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-16
| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2016-05-16 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-16
| Form type | 13F-HR |
| File number | 028-17272 |
| Filing date | 2016-02-16 |
| Reporting date | 2015-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PRIVATE VISTA LLC 401(K) PLAN | 2021 | 364060292 | 2022-07-06 | PRIVATE VISTA LLC | 1 | |||||||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2022-07-06 |
| Name of individual signing | JEFFREY TONER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3128314370 |
| Plan sponsor’s address | 1 N. LASALLE STREET, 33RD FLOOR, CHICAGO, IL, 60602 |
Signature of
| Role | Plan administrator |
| Date | 2021-09-07 |
| Name of individual signing | JEFFREY TONER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1999-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3128314370 |
| Plan sponsor’s address | 1 NORTH LASALLE STREET, 33RD FLOOR, CHICAGO, IL, 60602 |
Signature of
| Role | Plan administrator |
| Date | 2021-10-14 |
| Name of individual signing | JEFFREY TONER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3128314370 |
| Plan sponsor’s address | 1 N. LASALLE STREET, 33RD FLOOR, CHICAGO, IL, 60602 |
Signature of
| Role | Plan administrator |
| Date | 2020-09-30 |
| Name of individual signing | JEFFREY TONER |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2020-09-30 |
| Name of individual signing | JEFFREY TONER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3128314370 |
| Plan sponsor’s address | 1 N. LASALLE STREET, 33RD FLOOR, CHICAGO, IL, 60602 |
Signature of
| Role | Plan administrator |
| Date | 2019-07-17 |
| Name of individual signing | JEFFREY TONER |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2019-07-17 |
| Name of individual signing | JEFFREY TONER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3128314370 |
| Plan sponsor’s address | 1 N. LASALLE STREET, 33RD FLOOR, CHICAGO, IL, 60602 |
Signature of
| Role | Plan administrator |
| Date | 2018-10-15 |
| Name of individual signing | JEFFREY TONER |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2018-10-15 |
| Name of individual signing | JEFFREY TONER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3128314370 |
| Plan sponsor’s address | 1 N. LASALLE STREET, 33RD FLOOR, CHICAGO, IL, 60602 |
Signature of
| Role | Plan administrator |
| Date | 2017-10-05 |
| Name of individual signing | JEFFREY TONER |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2017-10-05 |
| Name of individual signing | JEFFREY TONER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| JEFFREY M. TONER, 2211 YORK ROAD, SUITE 310, CHICAGO, 60523 | Agent | 2017-12-12 |
| Name and Address | Role | Account Number |
|---|---|---|
| STEVEN I MERDINGER | Member | 202344 |
| DOUGLAS S BROWN | Member | 202344 |
| JAMES M. WEIL | Member | 202344 |
| ROBERT A WESTRICK | Member | 202344 |
| JEFFREY M TONER | Member | 202344 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| TONER, JEFFREY M, 313 53RD STREET, WESTERN SPRINGS, IL, 60558 | Manager | 2023-01-09 |
| WEIL, JAMES M, 5605 SOUTH QUINCY STREET, HINSDALE, IL, 60521 | Manager | 2023-01-09 |
| MERDINGER, STEVEN I, 1941 SUNSET RIDGE ROAD, GLENVIEW, IL, 60025 | Manager | 2023-01-09 |
| WESTRICK, ROBERT A., 136 NORTH PECK AVENUE, LA GRANGE, IL, 60525 | Manager | 2023-01-09 |
| BROWN, DOUGLAS S., 5416 COUNTRY CLUB DRIVE, LA GRANGE, IL, 60525 | Manager | 2023-01-09 |
| ROMITO, NICOLE J., 3401 NORTH JANSSEN AVENUE, UNIT F, CHCIAGO, IL, 60657 | Manager | 2023-01-09 |
| NANNEY, STEPHANIE C., 1488 EDGEWOOD LANE, WINNETKA, IL, 60093 | Manager | 2023-01-09 |
| PORZEL, RANDY E., 5121 JOHNSON, WESTERN SPRINGS, IL, 60558 | Manager | 2023-01-09 |
| PARENTI, MATT J., 205 SOUTH PEORIA STREET, UNIT 1516, CHICAGO, IL, 60607 | Manager | 2023-01-09 |
| License Type | License Number | Status | License Code | License Description | Business Activity | Date Issued | Effective Date | Expiration Date |
|---|---|---|---|---|---|---|---|---|
| BUSINESS LICENSE | 2109162 | Issued | 1010 | Limited Business License | No data | 2020-08-04 | 2020-09-16 | 2022-09-15 |
| BUSINESS LICENSE | 1516561 | Cancelled | 1010 | Limited Business License | No data | 2010-08-30 | 2010-09-16 | 2012-09-15 |
| BUSINESS LICENSE | 1043400 | Cancelled | 1010 | Limited Business License | No data | 2003-07-29 | 2003-08-16 | 2004-08-15 |
| PUBLIC ACCOUNTANT | 158002116 | No data | No data | PUBLIC ACCOUNTANT CE SPONSOR | No data | 2003-05-28 | 2016-12-12 | 2017-12-31 |
| Name | Change Date |
|---|---|
| FINANCIAL STRATEGY NETWORK L.L.C. | 2016-07-01 |
Date of last update: 27 Jan 2025
