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COLLABORATIVE WEALTH MANAGEMENT, INC.

COLLABORATIVE WEALTH MANAGEMENT, INC. - Florida Company Profile

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Company Details

Entity Name:	COLLABORATIVE WEALTH MANAGEMENT, INC.
Jurisdiction:	FLORIDA
Filing Type:	Foreign Profit
Status:	Active
Date Filed:	25 Mar 2014 (11 years ago)
Document Number:	F14000001377
FEI/EIN Number	352280124
Address:	972 International Parkway, LAKE MARY, FL, 32746, US
Mail Address:	972 International Parkway, LAKE MARY, FL, 32746, US
ZIP code:	32746
City:	Lake Mary
County:	Seminole
Place of Formation:	TEXAS

Key Officers & Management

Name	Role	Address
JUSTICE CHAD R	Chairman	972 International Parkway, LAKE MARY, FL, 32746
JUSTICE CHAD R	President	972 International Parkway, LAKE MARY, FL, 32746
JUSTICE CHAD	Agent	972 International Parkway, LAKE MARY, FL, 32746

Form 5500 Series

Employer Identification Number (EIN):

352280124

Plan Year:

2024

Number Of Participants:

13

Sponsors Telephone Number:

4077923336

File:

Plan Year:

2023

Number Of Participants:

13

Sponsors Telephone Number:

4077923336

File:

Plan Year:

2022

Number Of Participants:

16

Sponsors Telephone Number:

4077923336

File:

Plan Year:

2021

Number Of Participants:

19

Sponsors Telephone Number:

4077923336

File:

Plan Year:

2020

Number Of Participants:

16

Sponsors Telephone Number:

4077923336

File:

Events

Event Type	Filed Date	Value	Description
CHANGE OF PRINCIPAL ADDRESS	2017-02-25	972 International Parkway, LAKE MARY, FL 32746	-
CHANGE OF MAILING ADDRESS	2017-02-25	972 International Parkway, LAKE MARY, FL 32746	-
REGISTERED AGENT ADDRESS CHANGED	2017-02-25	972 International Parkway, LAKE MARY, FL 32746	-

Documents

Name	Date
ANNUAL REPORT	2025-02-13
ANNUAL REPORT	2024-02-08
ANNUAL REPORT	2023-04-04
ANNUAL REPORT	2022-03-24
ANNUAL REPORT	2021-05-04
ANNUAL REPORT	2020-05-05
ANNUAL REPORT	2019-02-06
ANNUAL REPORT	2018-02-19
ANNUAL REPORT	2017-02-25
ANNUAL REPORT	2016-04-12

USAspending Awards / Financial Assistance

Date:

2020-04-28

Link:

View on USAspending

Awarding Agency Name:

Small Business Administration

Transaction Description:

ECONOMIC INJURY DISASTER GRANT

Obligated Amount:

8000.00

Face Value Of Loan:

0.00

Total Face Value Of Loan:

0.00

Date:

2020-04-14

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:

162500.00

Total Face Value Of Loan:

162500.00

Trademarks

Serial Number:

86637500

Mark:

COLLABORATIVE WEALTH

Status:

A Sections 8 and 15 combined declaration has been accepted and acknowledged.

Mark Type:

Service Mark

Application Filing Date:

2015-05-21

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

COLLABORATIVE WEALTH

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Financial planning

First Use:

2006-09-01

International Classes:

036 - Primary Class

Class Status:

ACTIVE

Paycheck Protection Program

Jobs Reported:

8

Initial Approval Amount:

$162,500

Date Approved:

2020-04-14

Loan Status:

Paid in Full

SBA Guaranty Percentage:

100

Current Approval Amount:

$162,500

Race:

White

Ethnicity:

Unknown/NotStated

Gender:

Male Owned

Veteran:

Non-Veteran

Forgiveness Amount:

$163,959.79

Servicing Lender:

JPMorgan Chase Bank, National Association

Use of Proceeds:

Payroll: $130,080.57
Utilities: $2,700
Rent: $13,766.25
Healthcare: $15953.18

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Date of last update: 03 Aug 2025

Sources: Florida Department of State