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  5. PROVENANCE WEALTH ADVISORS, LLC

PROVENANCE WEALTH ADVISORS, LLC - Florida Company Profile

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Company Details

Entity Name: PROVENANCE WEALTH ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 31 Jan 2000 (25 years ago)
Last Event: AMENDMENT
Event Date Filed: 05 May 2003 (22 years ago)
Document Number: L00000001271
FEI/EIN Number 650978008
Address: 200 EAST LAS OLAS BLVD, 19TH FLOOR, Fort Lauderdale, FL, 33301, US
Mail Address: 200 EAST LAS OLAS BLVD, 19TH FLOOR, Fort Lauderdale, FL, 33301, US
ZIP code: 33301
City: Fort Lauderdale
County: Broward
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
HEDIGER LEE Manager 200 E LAS OLAS BLVD., FORT LAUDERDALE, FL, 33301
ZEITLIN ERIC P Manager 200 E LAS OLAS BLVD., FORT LAUDERDALE, FL, 33301
ZEITLIN ERIC P Agent 200 EAST LAS OLAS BLVD, Fort Lauderdale, FL, 33301
- Manager -

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G22000145301 PROVENANCE WEALTH ADVISORS ACTIVE 2022-11-28 2027-12-31 - 515 E LAS OLAS BLVD., SUITE 1500, FORT LAUDERDALE, FL, 33301
G22000145345 PROVENANCE ACTIVE 2022-11-28 2027-12-31 - 515 E LAS OLAS BLVD. SUITE 1500, FORT LAUDERDALE, FL, 33304

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-02-09 200 EAST LAS OLAS BLVD, 19TH FLOOR, Fort Lauderdale, FL 33301 -
CHANGE OF MAILING ADDRESS 2024-02-09 200 EAST LAS OLAS BLVD, 19TH FLOOR, Fort Lauderdale, FL 33301 -
REGISTERED AGENT ADDRESS CHANGED 2024-02-09 200 EAST LAS OLAS BLVD, 19TH FLOOR, Fort Lauderdale, FL 33301 -
REGISTERED AGENT NAME CHANGED 2021-04-19 ZEITLIN, ERIC P -
AMENDMENT 2003-05-05 - -
NAME CHANGE AMENDMENT 2003-01-13 PROVENANCE WEALTH ADVISORS, LLC -

Documents

Name Date
ANNUAL REPORT 2024-02-09
ANNUAL REPORT 2023-02-09
ANNUAL REPORT 2022-04-18
ANNUAL REPORT 2021-04-19
ANNUAL REPORT 2020-01-31
ANNUAL REPORT 2019-04-25
ANNUAL REPORT 2018-04-09
ANNUAL REPORT 2017-04-28
ANNUAL REPORT 2016-04-07
ANNUAL REPORT 2015-04-28

USAspending Awards / Financial Assistance

Date:
2020-04-09
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:
550432.00
Total Face Value Of Loan:
550432.00

Trademarks

Serial Number:
88219288
Mark:
PROVENANCE WEALTH ADVISORS
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2018-12-06
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
PROVENANCE WEALTH ADVISORS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial and insurance consultation in the fields of investments and financial planning, life insurance, investment annuities, mutual funds, deferred compensation, estate planning, business planning in the nature of estate, financial and investment planning, charitable planning in the nature of est...
First Use:
2018-10-26
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
78238336
Mark:
PROVENANCE WEALTH ADVISORS
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2003-04-16
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Mark Literal Elements:
PROVENANCE WEALTH ADVISORS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
financial and insurance consultation in the fields of investments and financial planning, [ tax,] life insurance, investment annuities, mutual funds, deferred compensation, estate planning, business planning, charitable planning, retirement planning and registered investor advisory services and fina...
First Use:
2003-02-07
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
78203075
Mark:
PROVENANCE WEALTH ADVISORS
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2003-01-14
Mark Drawing Type:
Typeset: Word(s)/letter(s)/number(s)
Mark Literal Elements:
PROVENANCE WEALTH ADVISORS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
financial and insurance consultation in the fields of investments and financial planning, [ tax, ] life insurance, investment annuities, mutual funds, deferred compensation, estate planning, business planning, charitable planning, retirement planning and registered investor advisory services and fin...
First Use:
2003-08-13
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
88148467
Mark:
RELATABLE FINANCE
Status:
REGISTERED
Mark Type:
TRADEMARK, SERVICE MARK
Application Filing Date:
2018-10-09
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
RELATABLE FINANCE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Entertainment services, namely, providing podcasts in the fields of personal finance, investments, retirement planning and estate planning
First Use:
2018-07-09
International Classes:
041 - Primary Class
Class Status:
Active
For:
Downloadable podcasts in the fields personal finance, investments, retirement planning and estate planning; Computer application software for mobile phones, namely, software for personal finance, investments, retirement planning and estate planning
First Use:
2018-07-09
International Classes:
009 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
32
Initial Approval Amount:
$550,432
Date Approved:
2020-04-09
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$550,432
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$557,684.25
Servicing Lender:
JPMorgan Chase Bank, National Association
Use of Proceeds:
Payroll: $550,432
Utilities: $0
Mortgage Interest: $0
Rent: $0
Refinance EIDL: $0
Healthcare: $0
Debt Interest: $0

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Date of last update: 01 Jul 2025

Sources: Florida Department of State

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