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INSITE STRATEGIST, LLC - Florida Company Profile

Company Details

Entity Name: INSITE STRATEGIST, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

INSITE STRATEGIST, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 07 Feb 2007 (18 years ago)
Last Event: CANCEL ADM DISS/REV
Event Date Filed: 21 Jan 2010 (15 years ago)
Document Number: L07000013938
FEI/EIN Number 320196380

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 900 United Street, Key West, FL, 33040, US
Mail Address: 900 United Street, Key West, FL, 33040, US
ZIP code: 33040
County: Monroe
Place of Formation: FLORIDA

National Provider Identifier

NPI Enumeration Date Last Update Date Mailing Address Practice Location Address
1629670013 2020-11-11 2020-12-21 900 UNITED ST, KEY WEST, FL, 330403249, US 900 UNITED ST, KEY WEST, FL, 330403249, US

Contacts

Phone +1 239-216-0431

Authorized person

Name JENNIFER CRAIG
Role CEO
Phone 2392160431

Taxonomy

Taxonomy Code 261QM0850X - Adult Mental Health Clinic/Center
Is Primary Yes
Taxonomy Code 261QM0855X - Adolescent and Children Mental Health Clinic/Center
Is Primary No

Key Officers & Management

Name Role Address
GRACE JENNIFER Manager 900 United Street, Key West, FL, 33040
GRACE JENNIFER R Agent 900 United Street, Key West, FL, 33040

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G11000044547 LIVE YOUR POWER EXPIRED 2011-05-09 2016-12-31 - PO BOX 770286, NAPLES, FL, 34107

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2022-01-26 GRACE, JENNIFER RLCSW -
CHANGE OF MAILING ADDRESS 2019-01-03 900 United Street, Key West, FL 33040 -
REGISTERED AGENT ADDRESS CHANGED 2018-01-16 900 United Street, Key West, FL 33040 -
CHANGE OF PRINCIPAL ADDRESS 2017-01-19 900 United Street, Key West, FL 33040 -
CANCEL ADM DISS/REV 2010-01-21 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2009-09-25 - -
LC NAME CHANGE 2009-06-03 INSITE STRATEGIST, LLC -
CANCEL ADM DISS/REV 2008-11-07 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2008-09-26 - -

Documents

Name Date
ANNUAL REPORT 2025-01-23
ANNUAL REPORT 2024-01-03
ANNUAL REPORT 2023-01-04
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-01-22
ANNUAL REPORT 2020-01-08
ANNUAL REPORT 2019-01-03
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-01-19
ANNUAL REPORT 2016-01-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8863308108 2020-07-27 0455 PPP 900 UNITED STREET, KEY WEST, FL, 33040-3249
Loan Status Date 2021-05-13
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 310
Loan Approval Amount (current) 310
Undisbursed Amount 0
Franchise Name -
Lender Location ID 12096
Servicing Lender Name Wells Fargo Bank, National Association
Servicing Lender Address 101 N Philips Ave, SIOUX FALLS, SD, 57104-6738
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address KEY WEST, MONROE, FL, 33040-3249
Project Congressional District FL-28
Number of Employees 1
NAICS code 611430
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 12096
Originating Lender Name Wells Fargo Bank, National Association
Originating Lender Address SIOUX FALLS, SD
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 312.22
Forgiveness Paid Date 2021-04-15

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P1541524 INSITE STRATEGIST, LLC INSITE STRATEGIST LLC J7ULJSH3YZK3 900 UNITED ST, KEY WEST, FL, 33040-3249
Capabilities Statement Link -
Phone Number 239-216-0431
Fax Number 239-216-0431
E-mail Address jenny3.0@me.com
WWW Page https://theartofbella.myshopify.com
E-Commerce Website https://www.insitestrategist.com
Contact Person JENNIFER GRACE
County Code (3 digit) 087
Congressional District 28
Metropolitan Statistical Area -
CAGE Code 6F1K2
Year Established 2007
Accepts Government Credit Card Yes
Legal Structure LLC
Ownership and Self-Certifications Self-Certified Small Disadvantaged Business, Women-Owned Small Business, Woman Owned
Business Development Servicing Office SOUTH FLORIDA DISTRICT OFFICE (SBA office code 0455)
Capabilities Narrative (none given)
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords Consulting, Training, Online Education, Team building
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals

Name Jennifer Craig
Role CEO

SBA Federal Certifications

HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels

Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 541611
NAICS Code's Description Administrative Management and General Management Consulting Services
Buy Green Yes
Code 423940
NAICS Code's Description Jewelry, Watch, Precious Stone, and Precious Metal Merchant Wholesalers
Buy Green Yes
Code 512110
NAICS Code's Description Motion Picture and Video Production
Buy Green Yes
Code 541612
NAICS Code's Description Human Resources Consulting Services
Buy Green Yes
Code 541613
NAICS Code's Description Marketing Consulting Services
Buy Green Yes
Code 541720
NAICS Code's Description Research and Development in the Social Sciences and Humanities
Buy Green Yes
Code 541990
NAICS Code's Description All Other Professional, Scientific and Technical Services
Buy Green Yes
Code 611430
NAICS Code's Description Professional and Management Development Training
Buy Green Yes
Code 611710
NAICS Code's Description Educational Support Services
Buy Green Yes
Code 621112
NAICS Code's Description Offices of Physicians, Mental Health Specialists
Buy Green Yes
Code 621330
NAICS Code's Description Offices of Mental Health Practitioners (except Physicians)
Buy Green Yes
Code 621420
NAICS Code's Description Outpatient Mental Health and Substance Abuse Centers
Buy Green Yes
Code 624110
NAICS Code's Description Child and Youth Services
Buy Green Yes
Code 711510
NAICS Code's Description Independent Artists, Writers, and Performers
Buy Green Yes
Code 923110
NAICS Code's Description Administration of Education Programs
Buy Green Pending (3)

Export Profile (Trade Mission Online)

Exporter Firm hasn't answered this question yet
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Date of last update: 03 May 2025

Sources: Florida Department of State