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  5. THE FINANCIAL SENSE PEOPLE, LLC

THE FINANCIAL SENSE PEOPLE, LLC - Florida Company Profile

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Company Details

Entity Name: THE FINANCIAL SENSE PEOPLE, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 15 Apr 2004 (21 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 13 Feb 2012 (14 years ago)
Document Number: L04000030099
FEI/EIN Number 113717301
Address: 3448 N. CITRUS AVE, CRYSTAL RIVER, FL, 34428, US
Mail Address: 3448 N. CITRUS AVE., CRYSTAL RIVER, FL, 34428, US
ZIP code: 34428
City: Crystal River
County: Citrus
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
STETZKO BARBARA T Manager 3448 N. CITRUS AVE., CRYSTAL RIVER, FL, 34428
STETZKO BARBARA T Agent 3448 N. CITRUS AVE, CRYSTAL RIVER, FL, 34428

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G21000097408 QUANTUM FINANCIAL PLANNING ACTIVE 2021-07-26 2026-12-31 - 825 N CITRUS AVE, CRYSTAL RIVER, FL, 34428--___
G13000036735 FINANCIAL TRANSFORMATION CENTERS WHOLLY OWNED SUBSIDIARY OF THE FINANCIAL SENSE PEOPLE LLC ACTIVE 2013-04-17 2028-12-31 - 825 N. CITRUS AVENUE, CRYSTAL RIVER, FL, 34428

Events

Event Type Filed Date Value Description
LC AMENDMENT 2012-02-13 - -
CHANGE OF PRINCIPAL ADDRESS 2009-02-04 825 N. CITRUS AVE, CRYSTAL RIVER, FL 34428 -
CHANGE OF MAILING ADDRESS 2009-02-04 825 N. CITRUS AVE, CRYSTAL RIVER, FL 34428 -
REGISTERED AGENT ADDRESS CHANGED 2009-02-04 825 N. CITRUS AVE, CRYSTAL RIVER, FL 34428 -

Documents

Name Date
ANNUAL REPORT 2024-04-29
ANNUAL REPORT 2023-04-24
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-02-03
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-01-15
ANNUAL REPORT 2017-02-22
ANNUAL REPORT 2016-04-25
ANNUAL REPORT 2015-02-13

USAspending Awards / Financial Assistance

Date:
2020-04-30
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:
40732.00
Total Face Value Of Loan:
40732.00
Date:
2020-04-30
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:
40732.00
Total Face Value Of Loan:
40732.00
Date:
2020-04-25
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
4000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-25
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
4000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks

Serial Number:
87668175
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2017-11-01
Mark Drawing Type:
Illustration: Drawing or design without any word(s)/letter(s)/number(s)
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial planning, namely, financial risk assessment, analysis, consultation and planning, in the nature of retirement and divorce financial advice and Estate Trust planning; Securities services, namely, research, advice and brokerage of stocks, bond, options, mutual funds, and alternative investme...
First Use:
2017-11-01
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration

Paycheck Protection Program

Jobs Reported:
4
Initial Approval Amount:
$40,732
Date Approved:
2020-04-30
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$40,732
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$41,191.37
Servicing Lender:
Truist Bank
Use of Proceeds:
Payroll: $40,732

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Date of last update: 03 Aug 2025

Sources: Florida Department of State

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