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PRIVATE VISTA LLC

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Company Details

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

Agent

Name and Address Role Appointment Date
JEFFREY M. TONER, 2211 YORK ROAD, SUITE 310, CHICAGO, 60523 Agent 2017-12-12

Member

Name and Address Role Account Number
STEVEN I MERDINGER Member 202344
ROBERT A WESTRICK Member 202344
JEFFREY M TONER Member 202344
DOUGLAS S BROWN Member 202344
JAMES M. WEIL Member 202344

Manager

Name and Address Role Appointment Date
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
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
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
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

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001640638
Phone:
3128314370

Latest Filings

Form type:
13F-HR
File number:
028-17272
Filing date:
2020-07-31
File:
Form type:
13F-HR
File number:
028-17272
Filing date:
2020-05-04
File:
Form type:
13F-HR
File number:
028-17272
Filing date:
2020-01-31
File:
Form type:
13F-HR
File number:
028-17272
Filing date:
2019-10-22
File:
Form type:
13F-HR
File number:
028-17272
Filing date:
2019-07-19
File:

Form 5500 Series

Employer Identification Number (EIN):
364060292
Plan Year:
2021
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
38
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
33
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
31
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
30
Sponsors Telephone Number:

License

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

Historical Names

Name Change Date
FINANCIAL STRATEGY NETWORK L.L.C. 2016-07-01

USAspending Awards / Financial Assistance

Date:
2020-04-07
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
599000.00
Total Face Value Of Loan:
599000.00

Paycheck Protection Program

Date Approved:
2020-04-06
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
599000
Current Approval Amount:
599000
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
602327.78

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Date of last update: 10 Jul 2025

Sources: Illinois Office of the Secretary of State