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Courtesy Investment Advisory Services LLC

Active Deerfield Beach, FL

Courtesy Investment Advisory Services LLC Overview

Courtesy Investment Advisory Services LLC filed as a Foreign Limited Liability Company (LLC) in the State of Texas on Tuesday, March 24, 2015 and is approximately eleven years old, as recorded in documents filed with Texas Secretary of State. A corporate filing is called a foreign filing when an existing corporate entity files in a state other than the state they originally filed in. This does not necessarily mean that they are from outside the United States.

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Name
Forrest W. Heathcott 14 ~ Background Report ~	President Director
Robert J. Haeffner 12 ~ Background Report ~	Director Vice President Assistant Treasurer Chief Financial Officer CFO Vice-President
Donna C. McWilliams 11 ~ Background Report ~	Director Vice President Assistant Treasurer Vice-President
Maria K. Guttuso 10 ~ Background Report ~	Secretary Vice President General Counsel Vice-President
Eric M. Gebhard 43 ~ Background Report ~	Treasurer
Brent D. Burns 49 ~ Background Report ~	Director
Chris W. Costello 6 ~ Background Report ~	Vice President Vice-President
Rosie Puello Burkman 4 ~ Background Report ~	Vice President Vice-President
Thomas M. Casey 1 ~ Background Report ~	Vice President Vice-President
Joshua A. Bass 1 ~ Background Report ~	Vice President Vice-President
Alan Browdy 31 ~ Background Report ~	Assistant Treasurer
Peter J. Sheptak 23 ~ Background Report ~	Assistant Secretary
Bryan Romano 3 ~ Background Report ~	Assistant Treasurer
Kimberly M. Magner 34 ~ Background Report ~	Vp-Coporate Taxes Vice President Vice-President
Ronald M. Coombs 30 ~ Background Report ~	Director COO Sr Vice President
Raymond V. Dejaco 2 ~ Background Report ~	Vice-President
Travis Mazza 1 ~ Background Report ~	Vice-President
Michael Stellmach 1 ~ Background Report ~	Vice-President
Jason P. Marino 4 ~ Background Report ~	Assistant Secretary

Showing 8 records out of 19

Courtesy Investment Advisory Services LLC lists two other companies as an officer in their company. It is not uncommon for one company to hold a position in another company.

Name	Status	Incorporated	Key People	Role
Jim Moran & Associates, Inc.	Active	1982	18	Member
Moran & Associates, Jim	Inactive			Member

Florida Department of State

Filing Type:	Foreign Limited Liability
Status:	Active
State:	Florida
State ID:	M15000002236
Date Filed:	Wednesday, March 25, 2015

Texas Secretary of State

Filing Type:	Foreign Limited Liability Company (LLC)
Status:	Active In existence
State:	Texas
State ID:	802181856
Date Filed:	Tuesday, March 24, 2015

Nevada Secretary of State

Filing Type:	Foreign Limited-Liability Company
Status:	Active
State:	Nevada
Foreign State:	Delaware
State ID:	E0176372015-5
Date Filed:	Wednesday, April 1, 2015
Registered Agent	The Corporation Trust Company of Nevada

California Secretary of State

Filing Type:	Foreign
Status:	Active
State:	California
Foreign State:	Delaware
State ID:	201508610367
Date Filed:	Tuesday, March 24, 2015

Corporate Notes

Source	Date	Type	Note
	3/24/2015	Application for Registration
	4/1/2015	Application for Foreign Registration
	4/1/2015	Initial List
	3/30/2016	Annual List
	12/31/2016	Public Information Report (PIR)
	3/28/2017	Annual List
	12/31/2017	Public Information Report (PIR)
	3/12/2018	Annual List
	12/31/2018	Public Information Report (PIR)
	3/9/2019	Annual List
	12/31/2019	Public Information Report (PIR)
	2/4/2020	Change of Registered Agent/Office

Sources

Florida Department of State
Data last refreshed on Monday, April 6, 2026

Nevada Secretary of State
Data last refreshed on Wednesday, May 8, 2019

California Secretary of State
Data last refreshed on Monday, April 4, 2022

Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024

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Courtesy Investment Advisory Services LLC

Active Deerfield Beach, FL