RETIREMENT STRATEGIES, INC.
CRD #134385 SEC #801-64010 JACKSONVILLE, FL 904-730-3863
SEC Registered
Total AUM
$340.9M
Discretionary
$324.2M
Employees
10
Clients
1
Accounts
1,146
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARR, JAMES, WILLIAM | I | SECRETARY | NA | Control |
| CARR, JAMES, WILLIAM | I | SECRETARY | NA | Control |
| CARR, JAMES, WILLIAM | I | SECRETARY | NA | Control |
| CARR, JAMES, WILLIAM | I | SECRETARY | NA | Control |
| CARR, JAMES, WILLIAM | I | SECRETARY | NA | Control |
| CARR, JAMES, WILLIAM | I | SECRETARY | NA | Control |
| CARR, JAMES, WILLIAM | I | SECRETARY | NA | Control |
| CARR, JAMES, WILLIAM | I | SECRETARY | NA | Control |
| CARR, JAMES, WILLIAM | I | SECRETARY | NA | Control |
| CARR, JAMES, WILLIAM | I | SECRETARY | NA | Control |
| CARR, JAMES, WILLIAM | I | SECRETARY | NA | Control |
| CARR, JAMES, WILLIAM | I | SECRETARY | NA | Control |
| CARR, JAMES, WILLIAM | I | SECRETARY | NA | Control |
| CARR, JAMES, WILLIAM | I | SECRETARY | NA | Control |
| CARR, JAMES, WILLIAM | I | SECRETARY | NA | Control |
| CARR, JAMES, WILLIAM | I | SECRETARY | NA | Control |
| CARR, JAMES, WILLIAM | I | SECRETARY | NA | Control |
| CARR, JAMES, WILLIAM | I | SECRETARY | NA | Control |
| HART, WILLIAM, SHELDON | I | PRESIDENT | NA | Control |
| HART, WILLIAM, SHELDON | I | PRESIDENT | NA | Control |
| HART, WILLIAM, SHELDON | I | PRESIDENT | NA | Control |
| HART, WILLIAM, SHELDON | I | PRESIDENT | NA | Control |
| HART, WILLIAM, SHELDON | I | PRESIDENT | NA | Control |
| HART, WILLIAM, SHELDON | I | PRESIDENT | NA | Control |
| HART, WILLIAM, SHELDON | I | PRESIDENT | NA | Control |
| HART, WILLIAM, SHELDON | I | PRESIDENT | NA | Control |
| HART, WILLIAM, SHELDON | I | PRESIDENT | NA | Control |
| HART, WILLIAM, SHELDON | I | PRESIDENT | NA | Control |
| HART, WILLIAM, SHELDON | I | PRESIDENT | NA | Control |
| HART, WILLIAM, SHELDON | I | PRESIDENT | NA | Control |
| HART, WILLIAM, SHELDON | I | PRESIDENT | NA | Control |
| HART, WILLIAM, SHELDON | I | PRESIDENT | NA | Control |
| HART, WILLIAM, SHELDON | I | PRESIDENT | NA | Control |
| HART, WILLIAM, SHELDON | I | PRESIDENT | NA | Control |
| HART, WILLIAM, SHELDON | I | PRESIDENT | NA | Control |
| HART, WILLIAM, SHELDON | I | PRESIDENT | NA | Control |
| NEELEY, MARY BETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEELEY, MARY BETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEELEY, MARY BETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEELEY, MARY BETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEELEY, MARY BETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEELEY, MARY BETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEELEY, MARY BETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEELEY, MARY BETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEELEY, MARY BETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEELEY, MARY BETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEELEY, MARY BETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEELEY, MARY BETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEELEY, MARY BETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEELEY, MARY BETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEELEY, MARY BETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEELEY, MARY BETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEELEY, MARYBETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEELEY, MARYBETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| RETIREMENT STRATEGIES, LLC | DE | SHAREHOLDER | E | |
| RETIREMENT STRATEGIES, LLC | DE | SHAREHOLDER | E | |
| RETIREMENT STRATEGIES, LLC | DE | SHAREHOLDER | E | |
| RETIREMENT STRATEGIES, LLC | DE | SHAREHOLDER | E | |
| RETIREMENT STRATEGIES, LLC | DE | SHAREHOLDER | E | |
| RETIREMENT STRATEGIES, LLC | DE | SHAREHOLDER | E | |
| RETIREMENT STRATEGIES, LLC | DE | SHAREHOLDER | E | |
| RETIREMENT STRATEGIES, LLC | DE | SHAREHOLDER | E | |
| RETIREMENT STRATEGIES, LLC | DE | SHAREHOLDER | E | |
| RETIREMENT STRATEGIES, LLC | DE | SHAREHOLDER | E | |
| RETIREMENT STRATEGIES, LLC | DE | SHAREHOLDER | E | |
| RETIREMENT STRATEGIES, LLC | DE | SHAREHOLDER | E | |
| RETIREMENT STRATEGIES, LLC | DE | SHAREHOLDER | E | |
| RETIREMENT STRATEGIES, LLC | DE | SHAREHOLDER | E | |
| RETIREMENT STRATEGIES, LLC | DE | SHAREHOLDER | E | |
| RETIREMENT STRATEGIES, LLC | DE | SHAREHOLDER | E | |
| RETIREMENT STRATEGIES, LLC | DE | SHAREHOLDER | E | |
| RETIREMENT STRATEGIES, LLC | DE | SHAREHOLDER | E |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CARR, JAMES, WILLIAM | I | RETIREMENT STRATEGIES, LLC | C | Control |
| CARR, JAMES, WILLIAM | I | RETIREMENT STRATEGIES, LLC | C | Control |
| CARR, JAMES, WILLIAM | I | RETIREMENT STRATEGIES, LLC | C | Control |
| CARR, JAMES, WILLIAM | I | RETIREMENT STRATEGIES, LLC | C | Control |
| CARR, JAMES, WILLIAM | I | RETIREMENT STRATEGIES, LLC | C | Control |
| CARR, JAMES, WILLIAM | I | RETIREMENT STRATEGIES, LLC | C | Control |
| CARR, JAMES, WILLIAM | I | RETIREMENT STRATEGIES, LLC | C | Control |
| CARR, JAMES, WILLIAM | I | RETIREMENT STRATEGIES, LLC | C | Control |
| CARR, JAMES, WILLIAM | I | RETIREMENT STRATEGIES, LLC | C | Control |
| CARR, JAMES, WILLIAM | I | RETIREMENT STRATEGIES, LLC | C | Control |
| CARR, JAMES, WILLIAM | I | RETIREMENT STRATEGIES, LLC | C | Control |
| CARR, JAMES, WILLIAM | I | RETIREMENT STRATEGIES, LLC | C | Control |
| CARR, JAMES, WILLIAM | I | RETIREMENT STRATEGIES, LLC | C | Control |
| CARR, JAMES, WILLIAM | I | RETIREMENT STRATEGIES, LLC | C | Control |
| CARR, JAMES, WILLIAM | I | RETIREMENT STRATEGIES, LLC | C | Control |
| CARR, JAMES, WILLIAM | I | RETIREMENT STRATEGIES, LLC | C | Control |
| CARR, JAMES, WILLIAM | I | RETIREMENT STRATEGIES, LLC | C | Control |
| CARR, JAMES, WILLIAM | I | RETIREMENT STRATEGIES, LLC | C | Control |
| HART, WILLIAM, SHELDON | I | RETIREMENT STRATEGIES, LLC | C | Control |
| HART, WILLIAM, SHELDON | I | RETIREMENT STRATEGIES, LLC | C | Control |
| HART, WILLIAM, SHELDON | I | RETIREMENT STRATEGIES, LLC | C | Control |
| HART, WILLIAM, SHELDON | I | RETIREMENT STRATEGIES, LLC | C | Control |
| HART, WILLIAM, SHELDON | I | RETIREMENT STRATEGIES, LLC | C | Control |
| HART, WILLIAM, SHELDON | I | RETIREMENT STRATEGIES, LLC | C | Control |
| HART, WILLIAM, SHELDON | I | RETIREMENT STRATEGIES, LLC | C | Control |
| HART, WILLIAM, SHELDON | I | RETIREMENT STRATEGIES, LLC | C | Control |
| HART, WILLIAM, SHELDON | I | RETIREMENT STRATEGIES, LLC | C | Control |
| HART, WILLIAM, SHELDON | I | RETIREMENT STRATEGIES, LLC | C | Control |
| HART, WILLIAM, SHELDON | I | RETIREMENT STRATEGIES, LLC | C | Control |
| HART, WILLIAM, SHELDON | I | RETIREMENT STRATEGIES, LLC | C | Control |
| HART, WILLIAM, SHELDON | I | RETIREMENT STRATEGIES, LLC | C | Control |
| HART, WILLIAM, SHELDON | I | RETIREMENT STRATEGIES, LLC | C | Control |
| HART, WILLIAM, SHELDON | I | RETIREMENT STRATEGIES, LLC | C | Control |
| HART, WILLIAM, SHELDON | I | RETIREMENT STRATEGIES, LLC | C | Control |
| HART, WILLIAM, SHELDON | I | RETIREMENT STRATEGIES, LLC | C | Control |
| HART, WILLIAM, SHELDON | I | RETIREMENT STRATEGIES, LLC | C | Control |
Registrations
Federal
IA
Mar 28, 2018 REGISTERED
Notice Filings (4)
FL GA SC TX
Address
10751 DEERWOOD PARK BOULEVARDSUITE 302
JACKSONVILLE, FL 32256
United States
Phone: 904-730-3863