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COAST FINANCIAL ADVISORS, INC. - Florida Company Profile

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Company Details

Entity Name: COAST FINANCIAL ADVISORS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 19 Sep 1984 (41 years ago)
Document Number: H21681
FEI/EIN Number 592448746
Address: 23188 FREEDOM AVENUE, CHARLOTTE HARBOR, FL, 33980
Mail Address: 23188 FREEDOM AVENUE, CHARLOTTE HARBOR, FL, 33980
ZIP code: 33980
City: Punta Gorda
County: Charlotte
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
GERACE, CATHERINE L. President 700 JARVIS ST., PORT CHARLOTTE, FL, 33948
GERACE, CATHERINE L. Director 700 JARVIS ST., PORT CHARLOTTE, FL, 33948
GERACE, CATHERINE L. Agent 700 JARVIS ST., PORT CHARLOTTE, FL, 33948

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2000-05-23 700 JARVIS ST., PORT CHARLOTTE, FL 33948 -
CHANGE OF PRINCIPAL ADDRESS 1989-05-17 23188 FREEDOM AVENUE, CHARLOTTE HARBOR, FL 33980 -
CHANGE OF MAILING ADDRESS 1989-05-17 23188 FREEDOM AVENUE, CHARLOTTE HARBOR, FL 33980 -

Documents

Name Date
ANNUAL REPORT 2024-04-23
ANNUAL REPORT 2023-03-13
ANNUAL REPORT 2022-03-04
ANNUAL REPORT 2021-04-15
ANNUAL REPORT 2020-06-11
ANNUAL REPORT 2019-04-29
ANNUAL REPORT 2018-04-17
ANNUAL REPORT 2017-04-26
ANNUAL REPORT 2016-04-25
ANNUAL REPORT 2015-04-30

USAspending Awards / Financial Assistance

Date:
2021-01-26
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:
10827.00
Total Face Value Of Loan:
10827.00
Date:
2020-06-05
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:
25000.00
Total Face Value Of Loan:
25000.00
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:
10827.96
Total Face Value Of Loan:
10827.96
Date:
2020-04-23
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
15000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$10,827.96
Date Approved:
2020-04-30
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$10,827.96
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Unanswered
Veteran:
Non-Veteran
Forgiveness Amount:
$10,939.21
Servicing Lender:
Square Capital, LLC
Use of Proceeds:
Payroll: $8,120.97
Utilities: $1,353.49
Mortgage Interest: $1,353.5
Jobs Reported:
2
Initial Approval Amount:
$10,827
Date Approved:
2021-01-26
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$10,827
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Unanswered
Veteran:
Non-Veteran
Forgiveness Amount:
$10,870.01
Servicing Lender:
Crews Bank and Trust
Use of Proceeds:
Payroll: $10,821
Utilities: $1

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Date of last update: 01 Jul 2025

Sources: Florida Department of State