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  5. THE RETIREMENT ADVISOR UNIVERSITY, INC.

THE RETIREMENT ADVISOR UNIVERSITY, INC. - Florida Company Profile

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Company Details

Entity Name: THE RETIREMENT ADVISOR UNIVERSITY, INC.
Jurisdiction: FLORIDA
Filing Type: Foreign Profit
Status: Active
Date Filed: 30 Oct 2009 (16 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 06 May 2010 (15 years ago)
Document Number: F09000004288
FEI/EIN Number 271219777
Address: 4269 E Main Street, JUPITER, FL, 33458, US
Mail Address: 4269 E Main Street, JUPITER, FL, 33458, US
ZIP code: 33458
City: Jupiter
County: Palm Beach
Place of Formation: DELAWARE

Key Officers & Management

Name Role Address
Nason Yeager Gerson Harris & Fumero, P.A. Agent 3001 PGA Boulevard, Palm Beach Gardens, FL, 33410
BARSTEIN FRED D President 4514 Main Street, JUPITER, FL, 33458
BARSTEIN FRED D Director 4514 Main Street, JUPITER, FL, 33458
BARSTEIN DIANE N Chief Operating Officer 4269 E MAIN ST, JUPITER, FL, 33458

U.S. Small Business Administration Profile

Phone Number:
561-308-7133
E-mail Address:
diane@trauniversity.com
Contact Person:
DIANE BARSTEIN
Ownership and Self-Certifications:
Black American, Other Minority Owned, Self-Certified Small Disadvantaged Business, Women-Owned Small Business, Woman Owned
User ID:
P3241491

Unique Entity ID

Unique Entity ID:
KUBRG7JEY416
CAGE Code:
9TQQ3
UEI Expiration Date:
2025-02-19

Business Information

Division Name:
THE RETIREMENT ADVISOR UNIVERSITY INC
Activation Date:
2024-02-29
Initial Registration Date:
2024-02-20

Form 5500 Series

Employer Identification Number (EIN):
271219777
Plan Year:
2023
Number Of Participants:
27
Sponsors Telephone Number:
8557554015
File:
View File
Plan Year:
2022
Number Of Participants:
27
Sponsors Telephone Number:
8557554015
File:
View File
Plan Year:
2021
Number Of Participants:
28
Sponsors Telephone Number:
8557554015
File:
View File
Plan Year:
2020
Number Of Participants:
28
Sponsors Telephone Number:
8557554015
File:
View File
Plan Year:
2019
Number Of Participants:
27
Sponsors Telephone Number:
8557554015
File:
View File

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G16000037980 401K TV ACTIVE 2016-04-14 2027-12-31 - 4514 MAIN STREET, APT 1036, JUPITER, FL, 33458
G12000068239 THE PLAN SPONSOR UNIVERSITY ACTIVE 2012-07-09 2027-12-31 - 4514 MAIN STREET, APT 1036, JUPITER, FL, 33458

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2021-08-20 Nason Yeager Gerson Harris & Fumero, P.A. -
REGISTERED AGENT ADDRESS CHANGED 2021-08-20 3001 PGA Boulevard, Suite 305, Palm Beach Gardens, FL 33410 -
CHANGE OF PRINCIPAL ADDRESS 2021-01-19 4514 Main Street, Apt. 1036, JUPITER, FL 33458 -
CHANGE OF MAILING ADDRESS 2021-01-19 4514 Main Street, Apt. 1036, JUPITER, FL 33458 -
NAME CHANGE AMENDMENT 2010-05-06 THE RETIREMENT ADVISOR UNIVERSITY, INC. -

Documents

Name Date
ANNUAL REPORT 2025-01-03
ANNUAL REPORT 2024-01-08
ANNUAL REPORT 2023-01-29
ANNUAL REPORT 2022-01-30
AMENDED ANNUAL REPORT 2021-08-20
ANNUAL REPORT 2021-01-19
AMENDED ANNUAL REPORT 2020-10-03
ANNUAL REPORT 2020-02-02
AMENDED ANNUAL REPORT 2019-09-17
ANNUAL REPORT 2019-02-07

USAspending Awards / Financial Assistance

Date:
2020-06-01
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
2000000.00
Date:
2020-04-15
Link:
View on USAspending
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:
179740.00
Total Face Value Of Loan:
179740.00

Trademarks

Serial Number:
97544577
Mark:
401K REAL CHAT
Status:
ABANDONED - NO STATEMENT OF USE FILED
Mark Type:
SERVICE MARK
Application Filing Date:
2022-08-11
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
401K REAL CHAT
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Providing information, news and commentary in the field of current events relating to retirement and investments; Providing online non-downloadable visual and audio recordings featuring retirement and investments
International Classes:
041 - Primary Class
Class Status:
Active
Serial Number:
97544565
Mark:
401(K) REAL CHAT
Status:
ABANDONED - NO STATEMENT OF USE FILED
Mark Type:
SERVICE MARK
Application Filing Date:
2022-08-11
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
401(K) REAL CHAT
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Providing information, news and commentary in the field of current events relating to retirement and investments; Providing online non-downloadable visual and audio recordings featuring retirement and investments
International Classes:
041 - Primary Class
Class Status:
Active
Serial Number:
97544559
Mark:
401(K) REAL TALK
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2022-08-11
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
401(K) REAL TALK
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Providing information, news and commentary in the field of current events relating to retirement and investments; Providing online non-downloadable visual and audio recordings featuring retirement and investments
First Use:
2022-01-26
International Classes:
041 - Primary Class
Class Status:
Active
Serial Number:
90739486
Mark:
401K REAL TALK
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2021-05-27
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
401K REAL TALK
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Providing information, news and commentary in the field of current events relating to retirement and investments; Providing online non-downloadable visual and audio recordings featuring retirement and investments
First Use:
2021-05-21
International Classes:
041 - Primary Class
Class Status:
Active
Serial Number:
88945547
Mark:
IC(K)P
Status:
REGISTERED
Mark Type:
CERTIFICATION-MARK
Application Filing Date:
2020-06-03
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
IC(K)P
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Retirement plan consulting, management and servicing
First Use:
2022-06-13
International Classes:
B 1 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
20
Initial Approval Amount:
$179,740
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$179,740
Race:
Asian
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$180,802.94
Servicing Lender:
TD Bank, National Association
Use of Proceeds:
Payroll: $179,740

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Date of last update: 03 Aug 2025

Sources: Florida Department of State

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