OSBORNE LEVELL WEALTH MANAGEMENT, LLC
PUNTA GORDA, FLORIDA

⚠ NOTE: This page is outdated.
please follow the link.

OSBORNE LEVELL WEALTH MANAGEMENT, LLC, PUNTA GORDA

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (FL, MI, MO, OR, TX, VA, WI). Investment and insurance products: Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members , separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. : Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites. This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (FL, MI, MO, OR, TX, VA, WI). Investment and insurance products: Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members , separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. : Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites. This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (FL, MI, MO, OR, TX, VA, WI). Investment and insurance products: Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members , separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. : Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.

KEY FACTS ABOUT OSBORNE LEVELL WEALTH MANAGEMENT, LLC

Company name
OSBORNE LEVELL WEALTH MANAGEMENT, LLC
Status
Active
Filed Number
L14000173205
FEI Number
NOT APPLICABLE
Date of Incorporation
November 6, 2014
Age - 10 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://osbornelevellwealthmanagement.com
Phones
(941) 833-3272
(844) 672-6763
(941) 391-8833

OSBORNE LEVELL WEALTH MANAGEMENT, LLC NEAR ME

Principal Address
230 BAL HARBOR,
PUNTA GORDA,
FL,
33950

See Also

Officers and Directors

The OSBORNE LEVELL WEALTH MANAGEMENT, LLC managed by the two persons from PUNTA GORDA on following positions: Authorized Member

James M Levell

Position
Authorized Member Active
From
PUNTA GORDA, 33983

Steven W Osborne

Position
Authorized Member Active
From
PUNTA GORDA, 33983





Registered Agent is MCCRORY LAW FIRM, PL

Address
309 TAMIAMI TRAIL, PUNTA GORDA, FL, 33950

Events

November 26, 2019
LC AMENDMENT AND NAME CHANGE

Annual Reports

2018
April 20, 2018
2017
April 10, 2017