WealthShield, LLC info
WealthShield, LLC (SEC CIK 1730973) first filed with the SEC on 2018-02-14 (Form 13F-HR) and has filed 12 times since, including 1 Form 13F-HR quarterly holdings reports. It is organized in NC and registered at 175 REGENCY WOODS PLACE, SUITE 210, CARY, NC, 27518.
- Name: Value WealthShield, LLC.
- SEC CIK: Value 1730973.
- State of organization: Value NC.
- Business address: Value 175 REGENCY WOODS PLACE, SUITE 210, CARY, NC, 27518.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | WealthShield, LLC |
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| SEC CIK | 1730973 |
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| State of organization | NC |
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| Business address | 175 REGENCY WOODS PLACE, SUITE 210, CARY, NC, 27518 |
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| Mailing address | 175 REGENCY WOODS PLACE, SUITE 210, CARY, NC, 27518 |
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| Phone | 9199484452 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2018-02-14 (Form 13F-HR) |
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| Latest SEC filing | 2021-05-17 (Form 13F-NT) |
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| Filings on EDGAR | 12 |
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| First Form 13F-HR | 2018-02-14 (quarter ended 2017-12-31) |
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| Latest Form 13F-HR | 2018-02-14 (quarter ended 2017-12-31) |
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| Form 13F-HR filings | 1 |
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Filings by Year
| Year | Filings | Form 13F-HR |
|---|
| 2021 | 2 | 0 |
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| 2020 | 4 | 0 |
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| 2019 | 4 | 0 |
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| 2018 | 2 | 1 |
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