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JACKSONVILLE WEALTH ADVISORS, LLC - Florida Company Profile

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Company Details

Entity Name: JACKSONVILLE WEALTH ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 27 Jan 2009 (16 years ago)
Last Event: LC NAME CHANGE
Event Date Filed: 27 Jan 2016 (9 years ago)
Document Number: L09000008463
FEI/EIN Number 264153825
Address: 3840 BELFORT ROAD, SUITE 103, JACKSONVILLE, FL, 32216, US
Mail Address: 3840 BELFORT ROAD, SUITE 103, JACKSONVILLE, FL, 32216, US
ZIP code: 32216
City: Jacksonville
County: Duval
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
LITTLE HUNTER L Managing Member 3840 BELFORT ROAD, SUITE 103, JACKSONVILLE, FL, 32216
PETE ORLANDO, CPA, PA Agent 4745 SUTTON PARK COURT, JACKSONVILLE, FL, 32224

Form 5500 Series

Employer Identification Number (EIN):
205319968
Plan Year:
2023
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
2
Plan Year:
2020
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
2
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G16000043001 JAX WEALTH ADVISORS ACTIVE 2016-04-28 2026-12-31 - 3840 BELFORT RD, STE #103, JACKSONVILLE, FL, 32216
G16000004468 JACKSONVILLE WEALTH ADVISORS EXPIRED 2016-01-12 2021-12-31 - 3840 BELFORT ROAD #103, JACKSONVILLE, FL, 32216
G12000000543 HUNTER WEALTH MANAGEMENT EXPIRED 2012-01-03 2017-12-31 - 3840 BELFORT ROAD, SUITE 103, JACKSONVILLE, FL, 32216

Events

Event Type Filed Date Value Description
LC NAME CHANGE 2016-01-27 JACKSONVILLE WEALTH ADVISORS, LLC -
CHANGE OF PRINCIPAL ADDRESS 2011-04-28 3840 BELFORT ROAD, SUITE 103, JACKSONVILLE, FL 32216 -
CHANGE OF MAILING ADDRESS 2011-04-28 3840 BELFORT ROAD, SUITE 103, JACKSONVILLE, FL 32216 -
REGISTERED AGENT NAME CHANGED 2010-04-27 PETE ORLANDO, CPA, PA -
REGISTERED AGENT ADDRESS CHANGED 2010-04-27 4745 SUTTON PARK COURT, SUITE 101, JACKSONVILLE, FL 32224 -

Documents

Name Date
ANNUAL REPORT 2024-04-28
ANNUAL REPORT 2023-04-28
ANNUAL REPORT 2022-04-26
ANNUAL REPORT 2021-04-28
ANNUAL REPORT 2020-06-15
ANNUAL REPORT 2019-04-22
ANNUAL REPORT 2018-04-26
ANNUAL REPORT 2017-03-17
ANNUAL REPORT 2016-02-12
LC Name Change 2016-01-27

USAspending Awards / Financial Assistance

Date:
2020-04-27
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:
29700.00
Total Face Value Of Loan:
29700.00

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$29,700
Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$29,700
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$29,865
Servicing Lender:
VyStar CU
Use of Proceeds:
Payroll: $24,500
Utilities: $2,000
Rent: $2,000
Healthcare: $1200

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Date of last update: 01 Jul 2025

Sources: Florida Department of State