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CLEAR VIEW FINANCIAL SERVICES, LLC

Company Details

Entity Name: CLEAR VIEW FINANCIAL SERVICES, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 20 Mar 2009 (16 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 29 May 2024 (9 months ago)
Document Number: L09000029587
FEI/EIN Number 26-4595344
Address: 223 TAYLOR ST STE 121, PUNTA GORDA, FL 33950
Mail Address: 223 TAYLOR ST STE 121, PUNTA GORDA, FL 33950
ZIP code: 33950
County: Charlotte
Place of Formation: FLORIDA

Agent

Name Role Address
JOSLIN, DOUGLAS Agent 223 TAYLOR ST STE 121, PUNTA GORDA, FL 33950

Manager

Name Role Address
JOSLIN, DOUGLAS Manager 223 TAYLOR ST STE 121, PUNTA GORDA, FL 33950

Events

Event Type Filed Date Value Description
LC AMENDMENT 2024-05-29 No data No data
CHANGE OF PRINCIPAL ADDRESS 2024-05-29 223 TAYLOR ST STE 121, PUNTA GORDA, FL 33950 No data
CHANGE OF MAILING ADDRESS 2024-05-29 223 TAYLOR ST STE 121, PUNTA GORDA, FL 33950 No data
REGISTERED AGENT NAME CHANGED 2024-05-29 JOSLIN, DOUGLAS No data
REGISTERED AGENT ADDRESS CHANGED 2024-05-29 223 TAYLOR ST STE 121, PUNTA GORDA, FL 33950 No data
LC AMENDMENT 2010-11-04 No data No data

Documents

Name Date
ANNUAL REPORT 2025-01-02
LC Amendment 2024-05-29
ANNUAL REPORT 2024-02-27
ANNUAL REPORT 2023-01-27
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-01-19
ANNUAL REPORT 2020-01-17
ANNUAL REPORT 2019-03-29
ANNUAL REPORT 2018-03-08
ANNUAL REPORT 2017-02-13

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7724147205 2020-04-28 0455 PPP 1502 KINGS HWY suite 300, Port Charlotte, FL, 33980-5259
Loan Status Date 2021-02-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 44600
Loan Approval Amount (current) 44600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 4426
Servicing Lender Name Bank OZK
Servicing Lender Address 18000 Cantrell Rd, LITTLE ROCK, AR, 72223-9729
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Port Charlotte, CHARLOTTE, FL, 33980-5259
Project Congressional District FL-17
Number of Employees 3
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 4426
Originating Lender Name Bank OZK
Originating Lender Address LITTLE ROCK, AR
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 44909.15
Forgiveness Paid Date 2021-01-07

Date of last update: 24 Feb 2025

Sources: Florida Department of State