MERITAGE WEALTH INSURANCE ADVISORS, LLC is a South Dakota LLC, registered on July 22, 2025. It is based at 2650 MCCORMICK DR, CLEARWATER, FL, 33759. The company is currently listed as active on the South Dakota register and is registered under company number FL305243. Public records for the company include 1 SoS registration, 1 license, 1 federal contract, 1 loan record and 4 Form 5500 filings. Every fact here is republished from an official public register and traces back to a primary source document.
| Legal entity name | MERITAGE WEALTH INSURANCE ADVISORS, LLC |
|---|---|
| Principal address | 2650 MCCORMICK DRCLEARWATER33759FLUnited States |
| Registration state | South Dakota |
| Status | Active |
| Formed in | Texas (foreign registration) |
| Home company | Meritage Wealth Insurance Advisors, LLC · Active |
| Registered | 22 July 2025 (about 1 year ago) |
| Entity type | LLC |
| Standing | compliant |
| Company number | FL305243 |
| EIN | 84-3080441 |
| Employees (modeled) | ≈18 employees2024 |
| Registered agent | CORPORATION SERVICE COMPANY |
|---|
| Source registry | South Dakota Secretary of State · updated 15 June 2026 |
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| Public records | 1 SoS registration |
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| Est. revenue (modeled) | $3.1M2024 |
|---|---|
| Federal contractor | Yes · 1 federal recipient record (SAM) |
| SBA loans | $53K · approved amounts |
| State | Business name | Filed | Registered agent | Officers | Status | |
|---|---|---|---|---|---|---|
| South DakotaTHIS | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-22 | CORPORATION SERVICE COMPANY | — | Active | |
Filing ID FL305243 Jurisdiction Foreign · LLCFormed in Texas Principal address 2650 MCCORMICK DR, CLEARWATER, FL, 33759 Registered agent CORPORATION SERVICE COMPANY503 S PIERRE ST, PIERRE, SD, 57501-4522 Officers Not reported | ||||||
| Alaska | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-30 | Corporation Service Company | Saybrus Partners, LLCManager, Member | Active | |
| Alabama | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-24 | CORPORATION SERVICE COMPANY | — | Active | |
| Arkansas | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-30 | CORPORATION SERVICE COMPANY | GIDEON MOOREOfficer | Active | |
| Arizona | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-18 | Corporation Service Company | — | Active | |
| California | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2020-02-21 | FRED RECCHIO | Jerry Charles AdamManagerRICHARD STEINOfficer, Manager4 more | Revoked | |
| Colorado | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-18 | CORPORATION SERVICE COMPANY | — | Active | |
| Connecticut | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-18 | CORPORATION SERVICE COMPANY | — | Active | |
| District of Columbia | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-18 | CORPORATION SERVICE COMPANY | — | Active | |
| Delaware | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-17 | CORPORATION SERVICE COMPANY | — | Unknown | |
| Florida | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-22 | CORPORATION SERVICE COMPANY | GIDEON MOOREMember | Active | |
| Georgia | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-23 | CORPORATION SERVICE COMPANY | — | Active | |
| Hawaii | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-18 | CORPORATION SERVICE COMPANY | SAYBRUS PARTNERS, LLCManager | Active | |
| Iowa | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-18 | CORPORATION SERVICE COMPANY | — | Active | |
| Idaho | Meritage Wealth Insurance Advisors, LLC | 2020-09-10 | DEAN L CAMERON | Jerry C AdamDirector | Active | |
| Illinois | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-28 | ILLINOIS CORPORATION SERVICE COMPANY | SAYBRUS PARTNERS, LLCManager | Active | |
| Indiana | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-18 | CORPORATION SERVICE COMPANY | — | Active | |
| Kansas | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-18 | CORPORATION SERVICE COMPANY | — | Active | |
| Kentucky | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-30 | Corporation Service Company | SAYBRUS PARTNERS, LLCManager | Active | |
| Massachusetts | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2023-05-17 | CORPORATION SERVICE COMPANY | SAYBRUS PARTNERS, LLCManager | Active | |
| Maryland | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-18 | CSC-LAWYERS INCORPORATING SERVICE COMPANY | — | Active | |
| Minnesota | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-18 | CORPORATION SERVICE COMPANY | — | Active | |
| Missouri | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-18 | CSC-LAWYERS INCORPORATING SERVICE COMPANY | — | Active | |
| North Carolina | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-08-05 | CSC - Delaware | SAYBRUS PARTNERS, LLCManager | Active | |
| Nebraska | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-22 | CSC-LAWYERS INCORPORATING SERVICE COMPANY | — | Inactive | |
| New Hampshire | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-18 | CORPORATION SERVICE COMPANY | SAYBRUS PARTNERS, LLCManager | Active | |
| New Mexico | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-18 | CORPORATION SERVICE COMPANY | — | Active | |
| Nevada | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-30 | CORPORATION SERVICE COMPANY* | SAYBRUS PARTNERS, LLCManager | Active | |
| Ohio | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-21 | CSC-LAWYERS INCORPORATING SERVICE (CORPORATION SERVICE COMPANY) | GIDEON MOOREOfficer | Active | |
| Oklahoma | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-21 | CORPORATION SERVICE COMPANY | — | Active | |
| Oregon | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-22 | CORPORATION SERVICE COMPANY | — | Active | |
| Pennsylvania | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-30 | — | SAYBRUS PARTNERS, LLCDirector | Active | |
| South Carolina | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-22 | CORPORATION SERVICE COMPANY | — | Active | |
| Tennessee | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-22 | CORPORATION SERVICE COMPANY | — | Active | |
| Texas | Meritage Wealth Insurance Advisors, LLC | 2019-09-20 | Corporation Service Company d/b/a CSC-Lawyers Incorporating Service Company | RICHARD STEINDirector, Partner | Active | |
| Utah | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-22 | CORPORATION SERVICE COMPANY | SAYBRUS PARTNERS, LLCManager | Active | |
| Virginia | Meritage Wealth Insurance Advisors, LLC | 2020-12-04 | CORPORATION SERVICE COMPANY | — | Active | |
| Washington | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-25 | CORPORATION SERVICE COMPANY | SAYBRUS PARTNERS, LLCDirector | Active | |
| West Virginia | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-07-23 | Corporation Services Company | — | Active | |
| Wyoming | MERITAGE WEALTH INSURANCE ADVISORS, LLC | 2025-08-01 | Corporation Service Company | — | Active | |
Companies and people linked to MERITAGE WEALTH INSURANCE ADVISORS, LLC in the state registers through shared officers, a shared registered agent, shared filing contacts or a shared address. Service companies file for many unrelated businesses — a shared agent, address or contact alone does not prove affiliation.
company person group former role
Browse the indexed registries by state, or look up any debtor name free, at UCC lien search.
| State | License / ID | Type | Issued | Status | |
|---|---|---|---|---|---|
| Florida | L114980 | — | — | VALID | |
| Amount | Approved | Lender | Jobs | Status | |
|---|---|---|---|---|---|
| $52,982 | 05/01/2020 | JPMorgan Chase Bank, National Association | 4 | Paid in Full | |
Employee-benefit plan filings by MERITAGE WEALTH INSURANCE ADVISORS, LLC with the Department of Labor. Employee and revenue figures are modeled estimates derived from retirement-plan participant counts and industry ratios — not official headcount or reported revenue.
| Employees (modeled) | ≈18 · plan year 2024 |
|---|---|
| Est. annual revenue (modeled) | $3.1M |
| Benefit plans | 401(k) plan on file · plan terminated |
| Filing history | 4 plan years filed, 2021–2024 |
| Sponsor EIN | 84-3080441 |
| Plan year | Employees (est.) | Participants | Plan assets | Revenue (est.) | 401(k) | |
|---|---|---|---|---|---|---|
| 2024 | ≈18 | 16 (16 active) | — | $3.1M | 401(k) | |
| 2023 | ≈13 | 12 (12 active) | $248,869 | $3.2M | 401(k) | |
| 2022 | ≈12 | 18 (11 active) | $130,296 | $2.9M | 401(k) | |
| 2021 | ≈6 | 5 (5 active) | $109,465 | $1.8M | 401(k) | |
Matched Form 5500 filing records:
| Plan | Plan year | Participants | EIN | |
|---|---|---|---|---|
| MERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN | — | — | — | |
| MERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN | — | — | — | |
| MERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN | — | — | — | |
| MERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN | — | — | — | |
Federal court records load when you reach this section.
Companies adjacent to MERITAGE WEALTH INSURANCE ADVISORS, LLC in the South Dakota Secretary of State register, in alphabetical order.
266 companies are registered at 2650 MCCORMICK DR, CLEARWATER — shared registered-office and agent addresses are common; a shared address alone does not link businesses.
Netstate aggregates public records from federal, state and municipal sources; records are matched to this company by its registered legal names. Latest source snapshot 2026-07-29. Document getpalm-companies/7572-2241-0852.