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PERSONAL WEALTH PLANNING, LLC - Florida Company Profile

Company Details

Entity Name: PERSONAL WEALTH PLANNING, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

PERSONAL WEALTH PLANNING, 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: 12 Mar 2009 (16 years ago)
Document Number: L09000024338
FEI/EIN Number NOT APPLICABLE

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

Address: 2450 Hollywood Blvd, HOLLYWOOD, FL, 33020, US
Mail Address: 2450 Hollywood Blvd, HOLLYWOOD, FL, 33020, US
ZIP code: 33020
County: Broward
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
REGISTERED AGENTS INC Agent -
O'TOOLE ROBERT A Manager 2450 Hollywood Blvd, HOLLYWOOD, FL, 33020

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2019-04-30 Registered Agents Inc. -
REGISTERED AGENT ADDRESS CHANGED 2019-04-30 7901 4 St, N, Suite 300, St. Petersburg, FL 33702 -
CHANGE OF PRINCIPAL ADDRESS 2018-05-01 2450 Hollywood Blvd, Suite 302, HOLLYWOOD, FL 33020 -
CHANGE OF MAILING ADDRESS 2018-05-01 2450 Hollywood Blvd, Suite 302, HOLLYWOOD, FL 33020 -

Documents

Name Date
ANNUAL REPORT 2024-05-01
ANNUAL REPORT 2023-04-30
ANNUAL REPORT 2022-04-28
ANNUAL REPORT 2021-04-27
ANNUAL REPORT 2020-07-01
ANNUAL REPORT 2019-04-30
ANNUAL REPORT 2018-05-01
ANNUAL REPORT 2017-04-30
ANNUAL REPORT 2016-04-22
ANNUAL REPORT 2015-04-29

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9453648009 2020-07-07 0455 PPP 2450 Hollywood Blvd Suite 302, Hollywood, FL, 33020-6642
Loan Status Date 2021-09-29
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 14262
Loan Approval Amount (current) 14262
Undisbursed Amount 0
Franchise Name -
Lender Location ID 433860
Servicing Lender Name Quontic Bank
Servicing Lender Address 3105 Broadway, 2nd Fl, Astoria, NY, 11106
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Unanswered
Project Address Hollywood, BROWARD, FL, 33020-6642
Project Congressional District FL-25
Number of Employees 2
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 529111
Originating Lender Name FC Marketplace, LLC (dba Funding Circle)
Originating Lender Address San Francisco, CA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 14393.29
Forgiveness Paid Date 2021-06-17

Date of last update: 03 Apr 2025

Sources: Florida Department of State