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HERITAGE FINANCIAL ADVISORY, LLC - Florida Company Profile

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Company Details

Entity Name: HERITAGE FINANCIAL ADVISORY, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 21 Mar 2001 (24 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 13 Oct 2019 (6 years ago)
Document Number: L01000004599
FEI/EIN Number 593713867
Address: 10199 Southside Blvd.;Suite 105, Jacksonville, FL, 32256, US
Mail Address: 10199 Southside Blvd.;Suite 105, Jacksonville, FL, 32256, US
ZIP code: 32256
City: Jacksonville
County: Duval
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
CARNIVALE GREGORY Manager 8581 Florence Cove Rd., St. Augustine, FL, 32092
CARNIVALE GREGORY Agent 8581 Florence Cove Rd., St. Augustine, FL, 32092

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2019-10-13 CARNIVALE, GREGORY -
REINSTATEMENT 2019-10-13 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2019-09-27 - -
REGISTERED AGENT ADDRESS CHANGED 2018-01-30 8581 Florence Cove Rd., St. Augustine, FL 32092 -
CHANGE OF PRINCIPAL ADDRESS 2018-01-30 10199 Southside Blvd.;Suite 105, Jacksonville, FL 32256 -
CHANGE OF MAILING ADDRESS 2018-01-30 10199 Southside Blvd.;Suite 105, Jacksonville, FL 32256 -
LC NAME CHANGE 2014-12-16 HERITAGE FINANCIAL ADVISORY, LLC -
REINSTATEMENT 2003-03-04 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2002-10-04 - -

Documents

Name Date
ANNUAL REPORT 2025-01-29
ANNUAL REPORT 2024-01-03
ANNUAL REPORT 2023-01-25
ANNUAL REPORT 2022-01-10
ANNUAL REPORT 2021-01-09
ANNUAL REPORT 2020-01-20
REINSTATEMENT 2019-10-13
ANNUAL REPORT 2018-01-30
ANNUAL REPORT 2017-02-14
ANNUAL REPORT 2016-04-14

USAspending Awards / Financial Assistance

Date:
2021-02-26
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:
20834.00
Total Face Value Of Loan:
20834.00
Date:
2020-08-18
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:
-20833.00
Total Face Value Of Loan:
0.00
Date:
2020-07-01
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:
20833.00
Total Face Value Of Loan:
0.00
Date:
2020-04-29
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:
20833.00
Total Face Value Of Loan:
0.00
Date:
2020-04-18
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
1000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Paycheck Protection Program

Jobs Reported:
1
Initial Approval Amount:
$20,834
Date Approved:
2021-02-26
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$20,834
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$20,949.3
Servicing Lender:
Customers Bank
Use of Proceeds:
Payroll: $20,832
Utilities: $1

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Date of last update: 03 Aug 2025

Sources: Florida Department of State

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