| Name: | Navitas Wealth Advisors, LLC |
| Jurisdiction: | MISSISSIPPI |
| Business Type: | Limited Liability Company |
| Status: | Good Standing |
| Effective Date: | 27 Sep 2019 (5 years ago) |
| Business ID: | 1189886 |
| ZIP code: | 39157 |
| County: | Madison |
| State of Incorporation: | MISSISSIPPI |
| Principal Office Address: | 574 Highland Colony Parkway, STE 310Ridgeland, MS 39157 |
| Fictitious names: |
Navitas Insurance Agency LLC |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NAVITAS WEALTH ADVISORS 401(K) PLAN | 2023 | 843201990 | 2024-07-12 | NAVITAS WEALTH ADVISORS, LLC | 19 | |||||||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-07-12 |
| Name of individual signing | CHRIS TIPTON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 6019912830 |
| Plan sponsor’s address | 574 HIGHLAND COLONY PARKWAY, SUITE 310, RIDGELAND, MS, 39157 |
Signature of
| Role | Plan administrator |
| Date | 2023-09-18 |
| Name of individual signing | CHRIS TIPTON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 6019912830 |
| Plan sponsor’s address | 574 HIGHLAND COLONY PARKWAY, SUITE 310, RIDGELAND, MS, 39157 |
Signature of
| Role | Plan administrator |
| Date | 2022-05-10 |
| Name of individual signing | CHRIS TIPTON |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-05-10 |
| Name of individual signing | CHRIS TIPTON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2017-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 6019912830 |
| Plan sponsor’s address | 574 HIGHLAND COLONY PARKWAY, SUITE 310, RIDGELAND, MS, 39157 |
Signature of
| Role | Plan administrator |
| Date | 2021-09-29 |
| Name of individual signing | CHRIS TIPTON |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2021-09-29 |
| Name of individual signing | CHRIS TIPTON |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| Benjamin W. Roberson | Organizer | 1020 Highland Colony Parkway, Suite 1400, Ridgeland, MS 39157 |
| Name | Role | Address |
|---|---|---|
| George Hester | Member | 574 Highland Colony Parkway, Suite 310, Ridgeland, MS 39157 |
| Name | Role | Address |
|---|---|---|
| Jason S Hester | President | 574 Highland Colony Parkway, Suite 310, Ridgeland, MS 39157 |
| Name | Role | Address |
|---|---|---|
| George W. Hester | Agent | 574 Highland Colony Parkway, Suite 120, STE 310, Ridegland, MS 39157 |
| Type | Status | Filed Date | Description |
|---|---|---|---|
| Annual Report LLC | Filed | 2024-01-23 | Annual Report For Navitas Wealth Advisors, LLC |
| Fictitious Name Registration | Filed | 2023-11-02 | Fictitious Name Registration For Navitas Wealth Advisors, LLC |
| Annual Report LLC | Filed | 2023-10-25 | Annual Report For Navitas Wealth Advisors, LLC |
| Annual Report LLC | Filed | 2023-03-06 | Annual Report For Navitas Wealth Advisors, LLC |
| Annual Report LLC | Filed | 2022-02-11 | Annual Report For Navitas Wealth Advisors, LLC |
| Annual Report LLC | Filed | 2021-03-01 | Annual Report For Navitas Wealth Advisors, LLC |
| Annual Report LLC | Filed | 2021-02-01 | Annual Report For Navitas Wealth Advisors, LLC |
| Annual Report LLC | Filed | 2020-02-24 | Annual Report For Navitas Wealth Advisors, LLC |
| Formation Form | Filed | 2019-09-27 | Formation For Navitas Wealth Advisors, LLC |
Date of last update: 17 Jan 2025
Sources: Mississippi Secretary of State
