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  5. LESLIE GLOBAL WEALTH, LLC

LESLIE GLOBAL WEALTH, LLC

Company Details

Entity Name: LESLIE GLOBAL WEALTH, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 19 Mar 2012
Company Number: LLC_03903419
File Number: 03903419
Type of Management: Manager Managed
Date Status Change: 15 Mar 2024
Address 500 PARK BLVD STE 1440, ITASCA, 60143, IL
Place of Formation: ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
1954832 500 PARK BLVD, SUITE 1440, ITASCA, IL, 60143 500 PARK BLVD, SUITE 1440, ITASCA, IL, 60143 312-946-1000

Filings since 2024-10-30
Form type 13F-HR
File number 028-24251
Filing date 2024-10-30
Reporting date 2024-09-30
File View File

Filings since 2024-08-21
Form type N-PX
File number 028-24251
Filing date 2024-08-21
Reporting date 2024-06-30
File View File

Filings since 2024-07-31
Form type 13F-HR
File number 028-24251
Filing date 2024-07-31
Reporting date 2024-06-30
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LESLIE GLOBAL WEALTH, LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 383871023 2024-08-20 LESLIE GLOBAL WEALTH, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-15
Business code 523900
Sponsor’s telephone number 3129461000
Plan sponsor’s address 500 PARK BLVD., SUITE 1440, ITASCA, IL, 60143

Signature of
Role Plan administrator
Date 2024-08-20
Name of individual signing BARRY LESLIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-08-20
Name of individual signing BARRY LESLIE
Valid signature Filed with authorized/valid electronic signature
LESLIE GLOBAL WEALTH, LLC CASH BALANCE PLAN & TRUST 2023 383871023 2024-09-09 LESLIE GLOBAL WEALTH, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3129461000
Plan sponsor’s address 500 PARK BLVD., SUITE 1440, ITASCA, IL, 60143

Signature of
Role Plan administrator
Date 2024-09-09
Name of individual signing BARRY LRSLIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-09
Name of individual signing BARRY LRSLIE
Valid signature Filed with authorized/valid electronic signature
LESLIE GLOBAL WEALTH, LLC CASH BALANCE PLAN & TRUST 2022 383871023 2023-05-04 LESLIE GLOBAL WEALTH, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3129461000
Plan sponsor’s address 500 PARK BLVD., SUITE 1440, ITASCA, IL, 60143

Signature of
Role Plan administrator
Date 2023-05-04
Name of individual signing BARRY LESLIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-04
Name of individual signing BARRY LESLIE
Valid signature Filed with authorized/valid electronic signature
LESLIE GLOBAL WEALTH, LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 383871023 2023-06-28 LESLIE GLOBAL WEALTH, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-15
Business code 523900
Sponsor’s telephone number 3129461000
Plan sponsor’s address 500 PARK BLVD., SUITE 1440, ITASCA, IL, 60143

Signature of
Role Plan administrator
Date 2023-06-28
Name of individual signing BARRY LESLIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-28
Name of individual signing BARRY LESLIE
Valid signature Filed with authorized/valid electronic signature
LESLIE GLOBAL WEALTH, LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 383871023 2022-08-22 LESLIE GLOBAL WEALTH, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-15
Business code 523900
Sponsor’s telephone number 3129461000
Plan sponsor’s address 500 PARK BLVD., SUITE 1440, ITASCA, IL, 60143

Signature of
Role Plan administrator
Date 2022-08-22
Name of individual signing BARRY LESLIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-08-22
Name of individual signing BARRY LESLIE
Valid signature Filed with authorized/valid electronic signature
LESLIE GLOBAL WEALTH, LLC CASH BALANCE PLAN & TRUST 2021 383871023 2022-08-22 LESLIE GLOBAL WEALTH, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3129461000
Plan sponsor’s address 500 PARK BLVD., SUITE 1440, ITASCA, IL, 60143

Signature of
Role Plan administrator
Date 2022-08-22
Name of individual signing BARRY LESLIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-08-22
Name of individual signing BARRY LESLIE
Valid signature Filed with authorized/valid electronic signature
LESLIE GLOBAL WEALTH, LLC CASH BALANCE PLAN & TRUST 2020 383871023 2021-05-10 LESLIE GLOBAL WEALTH, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3129461000
Plan sponsor’s address 205 N. MICHIGAN AVE., SUITE 3912, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2021-05-10
Name of individual signing BARRY LESLIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-10
Name of individual signing BARRY LESLIE
Valid signature Filed with authorized/valid electronic signature
LESLIE GLOBAL WEALTH, LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 383871023 2021-07-13 LESLIE GLOBAL WEALTH, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-15
Business code 523900
Sponsor’s telephone number 3129461000
Plan sponsor’s address 205 N. MICHIGAN AVE., SUITE 3912, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2021-07-12
Name of individual signing BARRY LESLIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-12
Name of individual signing BARRY LESLIE
Valid signature Filed with authorized/valid electronic signature
LESLIE GLOBAL WEALTH, LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 383871023 2020-06-19 LESLIE GLOBAL WEALTH, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-15
Business code 523900
Sponsor’s telephone number 3129461000
Plan sponsor’s address 205 N. MICHIGAN AVE., SUITE 3912, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2020-06-19
Name of individual signing BARRY LESLIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-19
Name of individual signing BARRY LESLIE
Valid signature Filed with authorized/valid electronic signature
LESLIE GLOBAL WEALTH, LLC CASH BALANCE PLAN & TRUST 2019 383871023 2020-06-19 LESLIE GLOBAL WEALTH, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3129461000
Plan sponsor’s address 205 N. MICHIGAN AVE., SUITE 3912, CHICAGO, IL, 60601

Signature of
Role Plan administrator
Date 2020-06-19
Name of individual signing BARRY LESLIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-19
Name of individual signing BARRY LESLIE
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
BARRY D. LESLIE, 500 PARK BLVD. SUITE 1440, ITASCA, 60143 Agent 2024-03-22

Manager

Name and Address Role Appointment Date
LESLIE, BARRY D., 500 PARK BLVD STE 1440, ITASCA, IL, 60143 Manager 2024-03-15

Managing member

Name and Address Role Account Number
Barry Leslie Managing member 376240

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
BUSINESS LICENSE 2363032 Issued 1010 Limited Business License 659 | 897 - Financial and Accounting Services | Financial Services Commercial Office 2014-12-15 2014-12-15 2016-10-15
BUSINESS LICENSE 2192773 Issued 1010 Limited Business License 897 - Financial Services Commercial Office 2012-10-10 2012-10-10 2014-10-15

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
CAPITAL PROGRAMS ADVISORY COMPANY Assumed name 2015-09-30 2020-08-04 Involuntary cancellation No data

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State

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