| Entity Name: | WATERSIDE FINANCIAL ADVISORS, LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 11 Jan 2005 |
| Company Number: | LLC_01393367 |
| File Number: | 01393367 |
| Type of Management: | Manager Managed |
| Date Status Change: | 16 Dec 2024 |
| Address | 124 N WATER STREET, ROCKFORD, 61107, IL |
| Place of Formation: | ILLINOIS |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WATERSIDE FINANCIAL ADVISORS, LLC 401(K) PLAN | 2023 | 300294707 | 2024-09-11 | WATERSIDE FINANCIAL ADVISORS, LLC | 5 | |||||||||||||
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| WATERSIDE FINANCIAL ADVISORS, LLC 401(K) PLAN | 2022 | 300294707 | 2023-10-09 | WATERSIDE FINANCIAL ADVISORS, LLC | 5 | |||||||||||||
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| WATERSIDE FINANCIAL ADVISORS, LLC 401(K) PLAN | 2021 | 300294707 | 2022-10-04 | WATERSIDE FINANCIAL ADVISORS, LLC | 3 | |||||||||||||
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| Name and Address | Role | Appointment Date |
|---|---|---|
| MICHAEL A. WHITE, JR., 124 WATER STREET STE 20, ROCKFORD, 61107, WINNEBAGO | Agent | 2012-04-11 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| WHITE, MICHAEL A JR., 124 N WATER ST, ROCKFORD, IL, 61107 | Manager | 2024-12-16 |
| WHITE, KRISTINE L, 124 N WATER ST, ROCKFORD, IL, 61107 | Manager | 2024-12-16 |
Date of last update: 27 Jan 2025
