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CERTIFIED FINANCIAL GROUP, INC. - Florida Company Profile

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Company Details

Entity Name: CERTIFIED FINANCIAL GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 25 May 1989 (36 years ago)
Last Event: AMENDMENT
Event Date Filed: 13 Oct 2017 (8 years ago)
Document Number: K90765
FEI/EIN Number 592951303
Address: 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714, US
Mail Address: 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714, US
ZIP code: 32714
City: Altamonte Springs
County: Seminole
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
BERT JOSEPH F Chief Executive Officer 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714
Liddon Valerie M Chief Financial Officer 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714
Bert Aaron President 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714
Anez Kathleen Chief Operating Officer 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714
Bert Joseph F Agent 1111 Douglas Avenue, Altamonte Springs, FL, 32714

Legal Entity Identifier

LEI Number:
5493006S6K4S5WRRX723

Registration Details:

Initial Registration Date:
2019-09-20
Next Renewal Date:
2020-09-18
Registration Status:
LAPSED
Validation Source:
FULLY_CORROBORATED

Form 5500 Series

Employer Identification Number (EIN):
592951303
Plan Year:
2023
Number Of Participants:
38
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
27
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
29
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
24
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
27
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G10000117073 DONOR MOTIVATION PROGRAM OF CENTRAL FLORIDA EXPIRED 2010-12-21 2015-12-31 - 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714

Events

Event Type Filed Date Value Description
AMENDMENT 2017-10-13 - -
REGISTERED AGENT ADDRESS CHANGED 2017-03-17 1111 Douglas Avenue, Altamonte Springs, FL 32714 -
REGISTERED AGENT NAME CHANGED 2016-03-29 Bert, Joseph F -
AMENDMENT 2013-10-17 - -
AMENDMENT 2013-04-02 - -
CHANGE OF PRINCIPAL ADDRESS 2004-04-01 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL 32714 -
CHANGE OF MAILING ADDRESS 2004-04-01 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL 32714 -

Documents

Name Date
ANNUAL REPORT 2024-03-15
ANNUAL REPORT 2023-03-14
ANNUAL REPORT 2022-03-16
ANNUAL REPORT 2021-03-16
ANNUAL REPORT 2020-03-30
ANNUAL REPORT 2019-04-15
ANNUAL REPORT 2018-03-06
Amendment 2017-10-13
ANNUAL REPORT 2017-03-17
ANNUAL REPORT 2016-03-29

Trademarks

Serial Number:
97764227
Mark:
BUILDING PEACE OF MIND TOGETHER!
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2023-01-23
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
BUILDING PEACE OF MIND TOGETHER!

Goods And Services

For:
Financial services, namely, financial planning for retirement and financial planning; investment services, namely, financial portfolio analysis and portfolio management, financial planning for social security and estate planning for individuals and corporations; Providing information and advice in t...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
90836008
Mark:
GROWTH FOCUSED
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2021-07-19
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
GROWTH FOCUSED

Goods And Services

For:
Financial planning; Financial planning for retirement; Financial portfolio management; Investment consultation; Financial services, namely, wealth management services
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
90835988
Mark:
STABILITY FOCUSED
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2021-07-19
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
STABILITY FOCUSED

Goods And Services

For:
Financial planning; Financial planning for retirement; Financial portfolio management; Investment consultation; Financial services, namely, wealth management services
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
90816972
Mark:
CERTIFIED 401(K) PLAN
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2021-07-08
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CERTIFIED 401(K) PLAN

Goods And Services

For:
Fiduciary and investment management services in the nature selecting and monitoring of retirement investment options offered in a pooled employer plan (PEP)
First Use:
2021-06-25
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
88532422
Mark:
CERTIFIED FINANCIAL GROUP
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-07-24
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CERTIFIED FINANCIAL GROUP

Goods And Services

For:
Financial services, namely, financial planning for retirement and financial planning; investment services, namely, financial portfolio analysis and portfolio management, financial planning for social security and estate planning for individuals and corporations; Providing information and advice in t...
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
24
Initial Approval Amount:
$369,165
Date Approved:
2020-04-13
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$369,165
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$371,779.92
Servicing Lender:
SouthState Bank, National Association
Use of Proceeds:
Payroll: $369,165

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Date of last update: 02 Jul 2025

Sources: Florida Department of State