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WALLER & WAX ADVISORS, INC. - Florida Company Profile

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Company Details

Entity Name: WALLER & WAX ADVISORS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

WALLER & WAX ADVISORS, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.

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: 29 Aug 1984 (41 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 08 Dec 2005 (20 years ago)
Document Number: H18725
FEI/EIN Number 592449554

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

Address: 3010 W. Azeele St. Ste 120, TAMPA, FL, 33609, US
Mail Address: 3010 W. Azeele St. Ste 120, TAMPA, FL, 33609, US
ZIP code: 33609
County: Hillsborough
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
WAX JONATHAN D Director 3010 W. Azeele St. Ste 120, TAMPA, FL, 33609
WAX JONATHAN D Treasurer 3010 W. Azeele St. Ste 120, TAMPA, FL, 33609
WAX JONATHAN D President 3010 W. Azeele St. Ste 120, TAMPA, FL, 33609
WAX JONATHAN D Agent 3010 W. Azeele St. Ste 120, TAMPA, FL, 33609

Form 5500 Series

Employer Identification Number (EIN):
592449554
Plan Year:
2019
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2017
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2016
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2016
Number Of Participants:
6
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2024-01-29 3010 W. Azeele St. Ste 120, TAMPA, FL 33609 -
CHANGE OF PRINCIPAL ADDRESS 2023-07-24 3010 W. Azeele St. Ste 120, TAMPA, FL 33609 -
CHANGE OF MAILING ADDRESS 2023-07-24 3010 W. Azeele St. Ste 120, TAMPA, FL 33609 -
REGISTERED AGENT NAME CHANGED 2009-01-13 WAX, JONATHAN D -
NAME CHANGE AMENDMENT 2005-12-08 WALLER & WAX ADVISORS, INC. -

Documents

Name Date
ANNUAL REPORT 2025-01-04
ANNUAL REPORT 2024-01-29
ANNUAL REPORT 2023-01-18
ANNUAL REPORT 2022-01-21
ANNUAL REPORT 2021-04-16
ANNUAL REPORT 2020-03-19
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-01-10
ANNUAL REPORT 2017-02-02
ANNUAL REPORT 2016-01-21

USAspending Awards / Financial Assistance

Date:
2020-04-30
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:
175000.00
Total Face Value Of Loan:
0.00

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Date of last update: 02 Jun 2025

Sources: Florida Department of State