| Name: | Roberts Wealth Management, LLC |
| Jurisdiction: | MISSISSIPPI |
| Business Type: | Limited Liability Company |
| Status: | Good Standing |
| Effective Date: | 07 Feb 2017 (8 years ago) |
| Business ID: | 1110998 |
| ZIP code: | 39531 |
| County: | Harrison |
| State of Incorporation: | MISSISSIPPI |
| Principal Office Address: | 2555 MARSHALL ROAD, SUITE CBILOXI, MS 39531 |
| Historical names: |
Retirement Planning Services, LLC Roberts Retirement Solutions LLC |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | Roberts Wealth Management, LLC, ALABAMA | 001-040-452 | ALABAMA |
| Name | Role | Address |
|---|---|---|
| Paul E Roberts III | Agent | 7496 E. Oaklawn Rd, Biloxi, MS 39532 |
| Name | Role | Address |
|---|---|---|
| Paul E Roberts III | Manager | 21652 Mueschke Road, Tomball, TX 77377 |
| Name | Role | Address |
|---|---|---|
| Paul E Roberts III | Member | 21652 Mueschke Road, Tomball, TX 77377 |
| Name | Role | Address |
|---|---|---|
| Paul E Roberts III | President | 21652 Mueschke Road, Tomball, TX 77377 |
| Type | Status | Filed Date | Description |
|---|---|---|---|
| Notice to Dissolve/Revoke | Filed | 2024-09-01 | Notice of Intent to Dissolve: Tax: Roberts Wealth Management, LLC |
| Annual Report LLC | Filed | 2024-06-19 | Annual Report For Roberts Wealth Management, LLC |
| Annual Report LLC | Filed | 2023-11-28 | Annual Report For Roberts Wealth Management, LLC |
| Notice to Dissolve/Revoke | Filed | 2023-09-08 | Notice of Intent to Dissolve: AR: Roberts Wealth Management, LLC |
| Annual Report LLC | Filed | 2022-09-19 | Annual Report For Roberts Wealth Management, LLC |
| Notice to Dissolve/Revoke | Filed | 2022-09-05 | Notice of Intent to Dissolve: AR: Roberts Wealth Management, LLC |
| Amendment Form | Filed | 2021-05-03 | Amendment For Retirement Planning Services, LLC |
| Amendment Form | Filed | 2021-02-25 | Amendment For Retirement Planning Services, LLC |
| Annual Report LLC | Filed | 2021-02-25 | Annual Report For Retirement Planning Services, LLC |
| Annual Report LLC | Filed | 2020-09-15 | Annual Report For Retirement Planning Services, LLC |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3785577200 | 2020-04-27 | 0470 | PPP | 2555 MARSHALL RD SUITE C, BILOXI, MS, 39531-4705 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4899648806 | 2021-04-16 | 0470 | PPS | 2555 Marshall Rd Ste C, Biloxi, MS, 39531-4705 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Date of last update: 31 Mar 2025
Sources: Mississippi Secretary of State
