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Client 1st Advisory Group, LLC

Branch

Company Details

Name: Client 1st Advisory Group, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 07 Aug 2013 (12 years ago)
Branch of: Client 1st Advisory Group, LLC, FLORIDA (Company Number L13000034762)
Business ID: 1025754
State of Incorporation: FLORIDA
Principal Office Address: 678 Douglas Ave.Dunedin, FL 34698

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CLIENT 1ST ADVISORY GROUP, LLC 401(K) PLAN 2020 462205726 2021-06-21 CLIENT 1ST ADVISORY GROUP, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6012640946
Plan sponsor’s address 104 TITUS BLVD, HATTIESBURG, MS, 39402

Signature of
Role Plan administrator
Date 2021-06-21
Name of individual signing MICHELLE MABRY
Valid signature Filed with authorized/valid electronic signature
CLIENT 1ST ADVISORY GROUP, LLC 401(K) PLAN 2019 462205726 2020-06-22 CLIENT 1ST ADVISORY GROUP, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6012640946
Plan sponsor’s address 104 TITUS BOULEVARD, HATTIESBURG, MS, 39402

Signature of
Role Plan administrator
Date 2020-06-22
Name of individual signing MICHELLE MABRY
Valid signature Filed with authorized/valid electronic signature
CLIENT 1ST ADVISORY GROUP, LLC 401(K) PLAN 2018 462205726 2019-07-16 CLIENT 1ST ADVISORY GROUP, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6012640946
Plan sponsor’s address 104 TITUS BOULEVARD, HATTIESBURG, MS, 39402

Signature of
Role Plan administrator
Date 2019-07-16
Name of individual signing MICHELLE MABRY
Valid signature Filed with authorized/valid electronic signature
CLIENT 1ST ADVISORY GROUP, LLC 401(K) PLAN 2017 462205726 2018-07-23 CLIENT 1ST ADVISORY GROUP, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6012640946
Plan sponsor’s address 104 TITUS BOULEVARD, HATTIESBURG, MS, 39402

Signature of
Role Plan administrator
Date 2018-07-23
Name of individual signing MICHELLE MABRY
Valid signature Filed with authorized/valid electronic signature
CLIENT 1ST ADVISORY GROUP, LLC 401(K) PLAN 2016 462205726 2017-08-07 CLIENT 1ST ADVISORY GROUP, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6012640946
Plan sponsor’s address 104 TITUS BOULEVARD, HATTIESBURG, MS, 39402

Signature of
Role Plan administrator
Date 2017-08-07
Name of individual signing MICHELLE MABRY
Valid signature Filed with authorized/valid electronic signature
CLIENT 1ST ADVISORY GROUP, LLC 401K PLAN 2015 462205726 2016-09-01 CLIENT 1ST ADVISORY GROUP, LLC 11
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6012640946
Plan sponsor’s address 104 TITUS BOULEVARD, HATTIESBURG, MS, 39402

Signature of
Role Plan administrator
Date 2016-09-01
Name of individual signing MICHELLE MABRY
Valid signature Filed with authorized/valid electronic signature
CLIENT 1ST ADVISORY GROUP, LLC 401K PLAN 2015 462205726 2016-09-22 CLIENT 1ST ADVISORY GROUP, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6012640946
Plan sponsor’s address 104 TITUS BOULEVARD, HATTIESBURG, MS, 39402

Signature of
Role Plan administrator
Date 2016-09-22
Name of individual signing MICHELLE MABRY
Valid signature Filed with authorized/valid electronic signature
CLIENT 1ST ADVISORY GROUP, LLC 401K PLAN 2014 462205726 2015-10-28 CLIENT 1ST ADVISORY GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6012640946
Plan sponsor’s address 104 TITUS BLVD, HATTIESBURG, MS, 39402

Signature of
Role Plan administrator
Date 2015-10-28
Name of individual signing MICHELLE MABRY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-28
Name of individual signing MICHELLE MABRY
Valid signature Filed with authorized/valid electronic signature
CLIENT 1ST ADVISORY GROUP, LLC 401K PLAN 2014 462205726 2015-10-12 CLIENT 1ST ADVISORY GROUP, LLC 7
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6012640946
Plan sponsor’s address 104 TITUS BLVD, HATTIESBURG, MS, 39402

Signature of
Role Plan administrator
Date 2015-10-12
Name of individual signing MICHELLE MABRY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-12
Name of individual signing MICHELLE MABRY
Valid signature Filed with authorized/valid electronic signature
CLIENT 1ST ADVISORY GROUP, LLC 401K PLAN 2014 462205726 2015-05-11 CLIENT 1ST ADVISORY GROUP, LLC 7
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6012640946
Plan sponsor’s address 104 TITUS BLVD, HATTIESBURG, MS, 39402

Signature of
Role Plan administrator
Date 2015-05-11
Name of individual signing MICHELLE MABRY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-11
Name of individual signing MICHELLE MABRY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/04/03/20140403163010P030326832193001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6012640946
Plan sponsor’s address 104 TITUS BLVD, HATTIESBURG, MS, 39402

Signature of
Role Plan administrator
Date 2014-04-03
Name of individual signing MICHELLE MABRY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/10/22/20151022165318P030056425511001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6012640946
Plan sponsor’s address 104 TITUS BLVD, HATTIESBURG, MS, 39402

Signature of
Role Plan administrator
Date 2015-10-22
Name of individual signing MICHELLE MABRY
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6012640946
Plan sponsor’s address 104 TITUS BLVD, HATTIESBURG, MS, 39402

Signature of
Role Plan administrator
Date 2014-04-14
Name of individual signing MICHELLE MABRY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/04/25/20130425144831P040241583681001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 6012640946
Plan sponsor’s address 6760 HWY 98 WEST, SUITE 4, HATTIESBURG, MS, 39402

Signature of
Role Plan administrator
Date 2013-04-25
Name of individual signing MICHELLE MABRY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-04-25
Name of individual signing MICHELLE MABRY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Mabry, Michelle Agent Michelle Mabry, 36 Fisher Pt, Lumberton, MS 39455

Manager

Name Role Address
Michelle Mabry Manager 36 Fisher Point, Lumberton, MS 39455
Morgan Mabry Manager 67 Douglas Ave, Dunedin, FL 34698

Member

Name Role Address
Michelle Mabry Member 36 Fisher Point, Lumberton, MS 39455

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2025-03-10 Annual Report For Client 1st Advisory Group, LLC
Annual Report LLC Filed 2024-03-22 Annual Report For Client 1st Advisory Group, LLC
Registered Agent Change of Address Filed 2024-03-22 Agent Address Change For Mabry, Michelle
Annual Report LLC Filed 2023-05-24 Annual Report For Client 1st Advisory Group, LLC
Annual Report LLC Filed 2022-04-21 Annual Report For Client 1st Advisory Group, LLC
Registered Agent Change of Address Filed 2021-06-25 Agent Address Change For Mabry, Michelle
Annual Report LLC Filed 2021-06-22 Annual Report For Client 1st Advisory Group, LLC
Annual Report LLC Filed 2020-03-09 Annual Report For Client 1st Advisory Group, LLC
Annual Report LLC Filed 2019-01-29 Annual Report For Client 1st Advisory Group, LLC
Annual Report LLC Filed 2018-04-05 Annual Report For Client 1st Advisory Group, LLC

Related by officers

Mabry, Michelle

T M Associates, LLC

Michelle Mabry

T M Associates, LLC

Related by address

No related companies by address

Date of last update: 28 Mar 2025

Sources: Mississippi Secretary of State

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