0002029781-24-000001.txt : 20240709 0002029781-24-000001.hdr.sgml : 20240709 20240709171208 ACCESSION NUMBER: 0002029781-24-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20240709 DATE AS OF CHANGE: 20240709 EFFECTIVENESS DATE: 20240709 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Eaglestone Tax & Wealth Advisors, Inc. CENTRAL INDEX KEY: 0002029781 ORGANIZATION NAME: IRS NUMBER: 873150064 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-518172 FILM NUMBER: 241108082 BUSINESS ADDRESS: STREET 1: 1101 WOOTTON PARKWAY STREET 2: SUITE 400 CITY: ROCKVILLE STATE: MD ZIP: 20852 BUSINESS PHONE: 3019242160 MAIL ADDRESS: STREET 1: 1101 WOOTTON PARKWAY STREET 2: SUITE 400 CITY: ROCKVILLE STATE: MD ZIP: 20852 D 1 primary_doc.xml X0708 D LIVE 0002029781 Eaglestone Tax & Wealth Advisors, Inc. 1101 WOOTTON PARKWAY SUITE 400 ROCKVILLE MD MARYLAND 20852 3019242160 FLORIDA None None Corporation true 2021 James Warring 1101 Wootton Parkway Suite 400 Rockville MD MARYLAND 20852 Executive Officer Other Decline to Disclose 06b false 2024-07-01 false true false 1890000 3990000 3990000 0 false 2 0 0 0 false Eaglestone Tax & Wealth Advisors, Inc. Rebecca A. O'Neill Rebecca A. O'Neill Authorized Representative, by POA from James D. Warring, CEO 2024-07-09