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