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FAMILY TREE FINANCIAL SERVICES, LLC

Company Details

Entity Name: FAMILY TREE FINANCIAL SERVICES, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 12 Aug 2008 (17 years ago)
Document Number: L08000077369
FEI/EIN Number 263152261
Address: 2029 Bayside Pkwy, FORT MYERS, FL, 33901, US
Mail Address: 2029 Bayside Pkwy, FORT MYERS, FL, 33901, US
ZIP code: 33901
County: Lee
Place of Formation: FLORIDA

Agent

Name Role Address
Zahorian Stephen GJr. Agent 2029 Bayside Pkwy, FORT MYERS, FL, 33901

Managing Member

Name Role Address
Zahorian Stephen GJr. Managing Member 12800 Cypress Cape Cir., FORT MYERS, FL, 33966

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G20000064155 FAMILY TREE WEALTH ADVISORS ACTIVE 2020-06-08 2025-12-31 No data 1219 VESPER DR, FORT MYERS, FL, 33901

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2024-04-24 2029 Bayside Pkwy, FORT MYERS, FL 33901 No data
REGISTERED AGENT ADDRESS CHANGED 2024-04-24 2029 Bayside Pkwy, FORT MYERS, FL 33901 No data
CHANGE OF PRINCIPAL ADDRESS 2022-02-04 2029 Bayside Pkwy, FORT MYERS, FL 33901 No data
REGISTERED AGENT NAME CHANGED 2017-04-27 Zahorian, Stephen G, Jr. No data

Documents

Name Date
ANNUAL REPORT 2024-04-24
ANNUAL REPORT 2023-03-08
ANNUAL REPORT 2022-02-04
ANNUAL REPORT 2021-03-12
ANNUAL REPORT 2020-01-26
ANNUAL REPORT 2019-04-07
ANNUAL REPORT 2018-04-22
ANNUAL REPORT 2017-04-27
ANNUAL REPORT 2016-04-08
ANNUAL REPORT 2015-04-25

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8044977306 2020-05-01 0455 PPP 12830 University Drive Suite 150, FORT MYERS, FL, 33907-5351
Loan Status Date 2021-05-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 16195
Loan Approval Amount (current) 16195
Undisbursed Amount 0
Franchise Name -
Lender Location ID 94371
Servicing Lender Name Suncoast CU
Servicing Lender Address 6804 E Hillsborough Ave, TAMPA, FL, 33610-4111
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address FORT MYERS, LEE, FL, 33907-5351
Project Congressional District FL-19
Number of Employees 2
NAICS code 445110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 94371
Originating Lender Name Suncoast CU
Originating Lender Address TAMPA, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 16350.29
Forgiveness Paid Date 2021-04-19
9770218405 2021-02-17 0455 PPS 2029 Bayside Pkwy, Fort Myers, FL, 33901-3101
Loan Status Date 2021-12-31
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 16190
Loan Approval Amount (current) 16190
Undisbursed Amount 0
Franchise Name -
Lender Location ID 94371
Servicing Lender Name Suncoast CU
Servicing Lender Address 6804 E Hillsborough Ave, TAMPA, FL, 33610-4111
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Fort Myers, LEE, FL, 33901-3101
Project Congressional District FL-19
Number of Employees 2
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 94371
Originating Lender Name Suncoast CU
Originating Lender Address TAMPA, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 16319.96
Forgiveness Paid Date 2021-12-09

Date of last update: 03 Feb 2025

Sources: Florida Department of State