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RIVER TREE CAPITAL MANAGEMENT, INC. - Florida Company Profile

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Company Details

Entity Name: RIVER TREE CAPITAL MANAGEMENT, INC.
Jurisdiction: FLORIDA
Filing Type: Foreign Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 30 May 2007 (18 years ago)
Branch of: RIVER TREE CAPITAL MANAGEMENT, INC., MINNESOTA (Company Number f3a30d91-9dd4-e011-a886-001ec94ffe7f)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 09 Oct 2012 (13 years ago)
Document Number: F07000002822
FEI/EIN Number 411901677

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 26419 LUCKY STONE RD UNIT 201, BONITA SPRINGS, FL, 34135, US
Mail Address: 26419 LUCKY STONE RD UNIT 201, BONITA SPRINGS, FL, 34135, US
ZIP code: 34135
City: Bonita Springs
County: Lee
Place of Formation: MINNESOTA

Key Officers & Management

Name Role Address
BARES DENNIS J President 26419 LUCKY STONE RD UNIT 201, BONITA SPRINGS, FL, 34135
BARES DENNIS J Secretary 26419 LUCKY STONE RD UNIT 201, BONITA SPRINGS, FL, 34135
BARES DENNIS J Agent 26419 LUCKY STONE RD UNIT 201, BONITA SPRINGS, FL, 34135
BARES DENNIS J Treasurer 26419 LUCKY STONE RD UNIT 201, BONITA SPRINGS, FL, 34135
BARES DENNIS J Chairman 26419 LUCKY STONE RD UNIT 201, BONITA SPRINGS, FL, 34135

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-03-16 26419 LUCKY STONE RD UNIT 201, BONITA SPRINGS, FL 34135 -
CHANGE OF MAILING ADDRESS 2021-03-16 26419 LUCKY STONE RD UNIT 201, BONITA SPRINGS, FL 34135 -
REGISTERED AGENT ADDRESS CHANGED 2021-03-16 26419 LUCKY STONE RD UNIT 201, BONITA SPRINGS, FL 34135 -
NAME CHANGE AMENDMENT 2012-10-09 RIVER TREE CAPITAL MANAGEMENT, INC. -

Documents

Name Date
ANNUAL REPORT 2024-03-27
ANNUAL REPORT 2023-04-17
ANNUAL REPORT 2022-03-28
ANNUAL REPORT 2021-03-16
ANNUAL REPORT 2020-03-17
ANNUAL REPORT 2019-04-03
ANNUAL REPORT 2018-03-12
ANNUAL REPORT 2017-02-22
ANNUAL REPORT 2016-03-11
ANNUAL REPORT 2015-04-13

USAspending Awards / Financial Assistance

Date:
2020-05-06
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
-8200.00
Total Face Value Of Loan:
0.00
Date:
2020-04-29
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
1000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks

Serial Number:
87320562
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2017-02-01
Mark Drawing Type:
Illustration: Drawing or design without any word(s)/letter(s)/number(s)

Goods And Services

For:
financial planning services, namely, the creation of personalized strategies to achieve financial independence; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; providing information, commentary and advice in the field...
First Use:
2013-01-04
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
87047703
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2016-05-24
Mark Drawing Type:
Illustration: Drawing or design without any word(s)/letter(s)/number(s)

Goods And Services

For:
Financial planning services, namely, the creation of personalized strategies to achieve financial independence; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; providing information, commentary and advice in the field...
First Use:
2013-01-04
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
86597008
Mark:
RIVER TREE CAPITAL MANAGEMENT
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2015-04-14
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
RIVER TREE CAPITAL MANAGEMENT

Goods And Services

For:
financial planning services, namely, the creation of personalized strategies to achieve financial independence; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; providing information, commentary and advice in the field...
First Use:
2013-01-04
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 01 Jul 2025

Sources: Florida Department of State