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Updated 5/4/2025 9:02:12 AM

Vertex Financial Services, LLC

Vertex Financial Services, LLC is a Limited Liability Company located in Gilbert, AZ. The company was incorporated on May 1, 2025, under the Arisona Corporation Commission’s registration number 23821544. It is currently listed as an active entity.

The principal address of Vertex Financial Services, LLC is 2335 S Lindsay Road, Suite 114, Gilbert, AZ 85295, where all official business activities and communication are managed.

The company is managed by David Jon Satter from Maricopa County AZ, holding the position of Member; Jaclyn Marie Najarian from Maricopa County AZ, serving as the Member; Jacob David Satter from Maricopa County AZ, serving as the Member, who takes the lead in overseeing its operations. For legal purposes, David Jon Satter serves as the registered agent for the company, located at the same address as the company, handling all compliance and official matters for company.

At present, the company has not filed any annual reports, which is typical for a business in the early stages of its formation. As the company continues to expand and develop, future updates regarding filings and activities will be available.

Filing information

Company Name Vertex Financial Services, LLC
Entity type Limited Liability Company
Governing Agency Arisona Corporation Commission
Document Number 23821544
Date Filed May 1, 2025
Company Age 3 months
State AZ
Status Active
Reason for Status In Good Standing
Status Date 05/01/2025
Approval Date 05/01/2025
Original Incorporation Date 05/01/2025
Domicile State Arizona
Business Type Any Legal Purpose
Life Period Perpetual

The data on Vertex Financial Services, LLC was extracted from the Arizona Corporation Commission (https://ecorp.azcc.gov/EntitySearch/Index) as of 5/4/2025.

Contact details

Principal Address

2335 S Lindsay Road, Suite 114
Gilbert, AZ 85295
Attention: David Jon Satter
County: Maricopa
Last Updated: 05/01/2025

Statutory Agent Information

David Jon Satter
2335 S Lindsay Road, Suite 114
Gilbert, Az 85295
Agent Last Updated: 05/01/2025
County: Maricopa
Appointed Status: Active 5/1/2025
Mailing Address: 2335 S Lindsay Road, Suite 114, Gilbert, Az 85295, USA

Officer/Director Details

David Jon Satter
Member
2335 S Lindsay Road, Suite 114, Gilbert
Maricopa County, AZ 85295
Jaclyn Marie Najarian
Member
2335 S Lindsay Road, Suite 114, Gilbert
Maricopa County, AZ 85295
Jacob David Satter
Member
2335 S Lindsay Road, Suite 114, Gilbert
Maricopa County, AZ 85295

Document History

Document Type
Barcode ID
Date
Status
Document Type Articles of Organization
Barcode ID 25050116471469
Filed Date 5/1/2025
Status Approved

Name / Restructuring History

Effective Date
Barcode ID
Name Type
Name
Effective Date 5/1/2025
Barcode ID 25050116471469
Name Type True Name
Name Vertex Financial Services, LLC

Annual Reports

No Annual Reports Filed

Document Images