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SOUTH FLORIDA WEALTH MANAGEMENT, LLC

Company Details

Entity Name: SOUTH FLORIDA WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 17 Oct 2006 (18 years ago)
Document Number: L06000101502
FEI/EIN Number 510616629
Address: 701 US HIGHWAY ONE, SUITE 404, NORTH PALM BEACH, FL, 33408
Mail Address: 701 US HIGHWAY ONE, SUITE 404, NORTH PALM BEACH, FL, 33408
ZIP code: 33408
County: Palm Beach
Place of Formation: FLORIDA

Agent

Name Role Address
GALLAGHER ELLEN H Agent 122 REDWOOD DRIVE, JUPITER, FL, 33458

Managing Member

Name Role Address
GOODLAD WILLIAM C Managing Member 2524 LALIQUE CIRCLE, PALM BEACH GARDENS, FL, 33410
GALLAGHER ELLEN H Managing Member 122 REDWOOD DRIVE, JUPITER, FL, 33458

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2007-10-17 701 US HIGHWAY ONE, SUITE 404, NORTH PALM BEACH, FL 33408 No data
CHANGE OF MAILING ADDRESS 2007-10-17 701 US HIGHWAY ONE, SUITE 404, NORTH PALM BEACH, FL 33408 No data

Documents

Name Date
ANNUAL REPORT 2024-02-06
ANNUAL REPORT 2023-01-31
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-01-14
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-02-08
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-01-17
ANNUAL REPORT 2016-03-02
ANNUAL REPORT 2015-01-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1702127201 2020-04-15 0455 PPP 701 US HWY 1 STE 404, NORTH PALM BEACH, FL, 33408
Loan Status Date 2021-04-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 37435
Loan Approval Amount (current) 37435
Undisbursed Amount 0
Franchise Name -
Lender Location ID 45120
Servicing Lender Name Valley National Bank
Servicing Lender Address 615 Main Ave, PASSAIC, NJ, 07055-5066
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address NORTH PALM BEACH, PALM BEACH, FL, 33408-0001
Project Congressional District FL-21
Number of Employees 2
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 45120
Originating Lender Name Valley National Bank
Originating Lender Address PASSAIC, NJ
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 37783.35
Forgiveness Paid Date 2021-03-24

Date of last update: 01 Feb 2025

Sources: Florida Department of State