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PERSONAL WEALTH PLANNING, LLC - Florida Company Profile

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Company Details

Entity Name: PERSONAL WEALTH PLANNING, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 12 Mar 2009 (16 years ago)
Document Number: L09000024338
FEI/EIN Number NOT APPLICABLE
Address: 2450 Hollywood Blvd, HOLLYWOOD, FL, 33020, US
Mail Address: 2450 Hollywood Blvd, HOLLYWOOD, FL, 33020, US
ZIP code: 33020
City: Hollywood
County: Broward
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
- 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

USAspending Awards / Financial Assistance

Date:
2020-07-07
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:
14262.00
Total Face Value Of Loan:
14262.00
Date:
2020-06-20
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
25000.00
Total Face Value Of Loan:
75000.00
Date:
2020-06-19
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
1000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$14,262
Date Approved:
2020-07-07
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$14,262
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$14,393.29
Servicing Lender:
Quontic Bank
Use of Proceeds:
Payroll: $14,262

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Date of last update: 03 Aug 2025

Sources: Florida Department of State