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WEALTH GROUP OF SOUTHWEST FLORIDA, LLC - Florida Company Profile

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Company Details

Entity Name: WEALTH GROUP OF SOUTHWEST FLORIDA, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 23 Aug 2007 (18 years ago)
Document Number: L07000086482
FEI/EIN Number 260774639
Address: 1124 Newman Rd, Lexington, KY, 40515, US
Mail Address: 1124 Newman Rd, Lexington, KY, 40515, US
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
QUINN GUY Managing Member 1124 NEWMAN RD, LEXINGTON, KY, 40515
QUINN GUY Agent 24120 S TAMIAMI TRAIL, BONITA SPRINGS, FL, 34134

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G17000122792 SOUTHWEST FLORIDA WEALTH GROUP EXPIRED 2017-11-07 2022-12-31 - 28100 BONITAGRANDE DR., SUITE 102, BONITA SPRINGS, FL, 34135

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2023-01-30 24120 S TAMIAMI TRAIL, UNIT 2114, BONITA SPRINGS, FL 34134 -
CHANGE OF PRINCIPAL ADDRESS 2022-10-20 1124 Newman Rd, Lexington, KY 40515 -
CHANGE OF MAILING ADDRESS 2022-10-20 1124 Newman Rd, Lexington, KY 40515 -

Documents

Name Date
ANNUAL REPORT 2025-01-20
ANNUAL REPORT 2024-01-23
ANNUAL REPORT 2023-01-30
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-01-17
ANNUAL REPORT 2019-02-08
ANNUAL REPORT 2018-01-10
ANNUAL REPORT 2017-01-06
ANNUAL REPORT 2016-01-25

USAspending Awards / Financial Assistance

Date:
2021-02-12
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:
20000.00
Total Face Value Of Loan:
20000.00
Date:
2020-04-07
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:
7600.00
Total Face Value Of Loan:
20000.00

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$12,400
Date Approved:
2020-04-06
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$20,000
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$20,121.11
Servicing Lender:
The Citizens National Bank of Somerset
Use of Proceeds:
Payroll: $20,000
Jobs Reported:
2
Initial Approval Amount:
$20,000
Date Approved:
2021-02-12
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$20,000
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$20,150.56
Servicing Lender:
The Citizens National Bank of Somerset
Use of Proceeds:
Payroll: $19,997
Utilities: $1

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Date of last update: 01 Aug 2025

Sources: Florida Department of State