0001909316-23-000002.txt : 20230615
0001909316-23-000002.hdr.sgml : 20230615
20230615120416
ACCESSION NUMBER: 0001909316-23-000002
CONFORMED SUBMISSION TYPE: D
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06b
FILED AS OF DATE: 20230615
DATE AS OF CHANGE: 20230615
EFFECTIVENESS DATE: 20230615
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: JOURNEY STRATEGIC WEALTH LLC
CENTRAL INDEX KEY: 0001909316
IRS NUMBER: 861197123
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-484324
FILM NUMBER: 231016629
BUSINESS ADDRESS:
STREET 1: 104 SUMMIT AVENUE
CITY: SUMMIT
STATE: NJ
ZIP: 07901
BUSINESS PHONE: (201) 905-0070
MAIL ADDRESS:
STREET 1: 104 SUMMIT AVENUE
CITY: SUMMIT
STATE: NJ
ZIP: 07901
D
1
primary_doc.xml
X0708
D
LIVE
0001909316
JOURNEY STRATEGIC WEALTH LLC
104 SUMMIT AVENUE
SUMMIT
NJ
NEW JERSEY
07901
(201) 905-0070
DELAWARE
None
None
Limited Liability Company
true
2021
Damian
Lo Basso
104 SUMMIT AVENUE
SUMMIT
NJ
NEW JERSEY
07901
Director
Michael
Brown
104 SUMMIT AVENUE
SUMMIT
NJ
NEW JERSEY
07901
Executive Officer
Director
Brian
Flynn
104 SUMMIT AVENUE
SUMMIT
NJ
NEW JERSEY
07901
Director
Penny
Phillips
104 SUMMIT AVENUE
SUMMIT
NJ
NEW JERSEY
07901
Director
Charles
Britton
104 SUMMIT AVENUE
SUMMIT
NJ
NEW JERSEY
07901
Director
Other Banking and Financial Services
Decline to Disclose
- 06b
false
2023-06-01
false
true
true
true
false
0
4000000
4000000
0
false
1
0
0
0
false
JOURNEY STRATEGIC WEALTH LLC
/s/ Michael Brown
Michael Brown
Manager
2023-06-15