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  5. WILSON GROUP FINANCIAL MANAGEMENT, LLC

WILSON GROUP FINANCIAL MANAGEMENT, LLC - Florida Company Profile

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Company Details

Entity Name: WILSON GROUP FINANCIAL MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

WILSON GROUP FINANCIAL MANAGEMENT, 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: 04 May 2009 (16 years ago)
Last Event: LC NAME CHANGE
Event Date Filed: 05 May 2022 (3 years ago)
Document Number: L09000043175
FEI/EIN Number 800762388

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 121 SOUTH ORANGE AVENUE, NORTH TOWER, ORLANDO, FL, 32801, US
Mail Address: 121 SOUTH ORANGE AVENUE, NORTH TOWER, ORLANDO, FL, 32801, US
ZIP code: 32801
City: Orlando
County: Orange
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
WILSON JUDE H Managing Member 121 SOUTH ORANGE AVENUE, ORLANDO, FL, 32801
WILSON SAMANTHA F Manager 121 SOUTH ORANGE AVENUE, ORLANDO, FL, 32801
WILSON JUDE H Agent 121 SOUTH ORANGE AVENUE, ORLANDO, FL, 32801

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G20000158912 CENTRUS FINANCIAL STRATEGIES ACTIVE 2020-12-15 2030-12-31 - 121 SOUTH ORANGE AVENUE, NORTH TOWER, SUITE 1500, ORLANDO, FL, 32801

Events

Event Type Filed Date Value Description
LC NAME CHANGE 2022-05-05 WILSON GROUP FINANCIAL MANAGEMENT, LLC -
LC AMENDMENT AND NAME CHANGE 2020-11-04 WILSON GROUP FINANCIAL MANAGMENT, LLC -
LC NAME CHANGE 2020-08-19 CENTRUS FINANCIAL STRATEGIES, LLC -
LC DISSOCIATION MEM 2018-04-20 - -
CHANGE OF PRINCIPAL ADDRESS 2013-04-29 121 SOUTH ORANGE AVENUE, NORTH TOWER, SUITE 1500, ORLANDO, FL 32801 -
CHANGE OF MAILING ADDRESS 2013-04-29 121 SOUTH ORANGE AVENUE, NORTH TOWER, SUITE 1500, ORLANDO, FL 32801 -
REGISTERED AGENT ADDRESS CHANGED 2013-04-29 121 SOUTH ORANGE AVENUE, NORTH TOWER, SUITE 1500, ORLANDO, FL 32801 -

Documents

Name Date
ANNUAL REPORT 2025-02-17
ANNUAL REPORT 2024-01-22
ANNUAL REPORT 2023-02-06
LC Name Change 2022-05-05
ANNUAL REPORT 2022-01-19
ANNUAL REPORT 2021-02-08
LC Amendment and Name Change 2020-11-04
LC Name Change 2020-09-19
ANNUAL REPORT 2020-02-03
ANNUAL REPORT 2019-02-16

USAspending Awards / Financial Assistance

Date:
2021-01-23
Link:
View on USAspending
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:
64598.82
Total Face Value Of Loan:
64598.82
Date:
2020-12-08
Link:
View on USAspending
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:
150000.00
Total Face Value Of Loan:
150000.00
Date:
2020-04-07
Link:
View on USAspending
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:
52000.00
Total Face Value Of Loan:
52200.00
Date:
2018-03-16
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
1225000.00
Total Face Value Of Loan:
1225000.00

Trademarks

Serial Number:
97829243
Mark:
THE TAX BOMB
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-03-08
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
THE TAX BOMB
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Providing a website featuring information in the field of lessening the impact of taxes on their retirement income, a glossary of tax terms, and general tax information
First Use:
2023-08-25
International Classes:
035 - Primary Class
Class Status:
Active
For:
Providing a website featuring on-line non-downloadable software that enables users to calculate taxes
First Use:
2023-08-25
International Classes:
042 - Primary Class
Class Status:
Active
Serial Number:
97778312
Mark:
PLAN WISE. RETIRE FREE.
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-02-02
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
PLAN WISE. RETIRE FREE.
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Strategic financial advisory services; Financial consulting; Financial planning; Financial information and advisory services
First Use:
2024-04-09
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
97778316
Mark:
PLAN WISE. RETIRE FREE.
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-02-02
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
PLAN WISE. RETIRE FREE.
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Education services, namely, providing non-downloadable podcasts in the field of finance and retirement
First Use:
2018-10-12
International Classes:
041 - Primary Class
Class Status:
Active
Serial Number:
97778308
Mark:
FINANCIAL TERMITES
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-02-02
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
FINANCIAL TERMITES
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Conducting seminars in financial retirement planning; Education services, namely, providing non-downloadable webinars in the field of financial retirement planning
First Use:
2024-05-07
International Classes:
041 - Primary Class
Class Status:
Active
Serial Number:
97605455
Mark:
GUIDANCE. PLANNING. SOLUTIONS.
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2022-09-24
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
GUIDANCE. PLANNING. SOLUTIONS.
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial consulting
First Use:
2022-08-25
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
8
Initial Approval Amount:
$64,598.82
Date Approved:
2021-01-20
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$64,598.82
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$65,187.39
Servicing Lender:
Byline Bank
Use of Proceeds:
Payroll: $64,595.82
Utilities: $1
Jobs Reported:
8
Initial Approval Amount:
$52,000
Date Approved:
2020-04-05
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$52,200
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$52,939.5
Servicing Lender:
Byline Bank
Use of Proceeds:
Payroll: $52,200

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Date of last update: 02 Jul 2025

Sources: Florida Department of State

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