Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Duval
    4. ›
  4. 32266
    5. ›
  5. HARBOR VIEW ADVISORS, LLC

HARBOR VIEW ADVISORS, LLC - Florida Company Profile

Company Details

Entity Name: HARBOR VIEW ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

HARBOR VIEW ADVISORS, 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: 08 Jul 2009 (16 years ago)
Last Event: LC AMENDED AND RESTATED ARTICLES
Event Date Filed: 02 Sep 2020 (5 years ago)
Document Number: L09000065897
FEI/EIN Number 270505590

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 310 3rd Street, Suite 201, Neptune Beach, FL, 32266, US
Mail Address: 310 3rd Street, SUITE 201, Neptune Beach, FL, 32266, US
ZIP code: 32266
County: Duval
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
0001473290 310 3RD STREET, SUITE 201, NEPTUNE BEACH, FL, 32266 310 3RD STREET, SUITE 201, NEPTUNE BEACH, FL, 32266 (904) 514-4123

Filings since 2024-04-04
Form type X-17A-5
File number 008-68401
Filing date 2024-04-04
Reporting date 2023-12-31
File View File

Filings since 2023-04-06
Form type X-17A-5
File number 008-68401
Filing date 2023-04-06
Reporting date 2022-12-31
File View File

Filings since 2022-04-04
Form type X-17A-5
File number 008-68401
Filing date 2022-04-04
Reporting date 2021-12-31
File View File

Filings since 2021-04-05
Form type X-17A-5
File number 008-68401
Filing date 2021-04-05
Reporting date 2020-12-31
File View File

Filings since 2020-03-02
Form type X-17A-5
File number 008-68401
Filing date 2020-03-02
Reporting date 2019-12-31
File View File

Filings since 2018-03-01
Form type X-17A-5
File number 008-68401
Filing date 2018-03-01
Reporting date 2017-12-31
File View File

Filings since 2017-03-01
Form type X-17A-5
File number 008-68401
Filing date 2017-03-01
Reporting date 2016-12-31
File View File

Filings since 2016-02-25
Form type X-17A-5
File number 008-68401
Filing date 2016-02-25
Reporting date 2015-12-31
File View File

Filings since 2015-04-28
Form type X-17A-5/A
File number 008-68401
Filing date 2015-04-28
Reporting date 2014-12-31
File View File

Filings since 2015-03-04
Form type X-17A-5
File number 008-68401
Filing date 2015-03-04
Reporting date 2014-12-31
File View File

Filings since 2014-02-28
Form type X-17A-5
File number 008-68401
Filing date 2014-02-28
Reporting date 2013-12-31
File View File

Filings since 2013-03-01
Form type X-17A-5
File number 008-68401
Filing date 2013-03-01
Reporting date 2012-12-31
File View File

Filings since 2012-02-29
Form type X-17A-5
File number 008-68401
Filing date 2012-02-29
Reporting date 2011-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HARBOR VIEW ADVISORS CASH BALANCE PENSION PLAN 2023 270505590 2024-10-12 HARBOR VIEW ADVISORS, LLC 13
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 310 3RD STREET, SUITE 201, NEPTUNE BEACH, FL, 32266
HARBOR VIEW ADVISORS 401(K) PROFIT SHARING PLAN 2023 270505590 2024-10-12 HARBOR VIEW ADVISORS, LLC 40
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 310 3RD STREET, SUITE 201, NEPTUNE BEACH, FL, 32266
HARBOR VIEW ADVISORS CASH BALANCE PENSION PLAN 2022 270505590 2023-10-12 HARBOR VIEW ADVISORS, LLC 11
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 822 A1A NORTH, SUITE 200, PONTE VEDRA, FL, 32082
HARBOR VIEW ADVISORS 401(K) PROFIT SHARING PLAN 2022 270505590 2023-10-12 HARBOR VIEW ADVISORS, LLC 33
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 822 A1A NORTH, SUITE 200, PONTE VEDRA BEACH, FL, 32082
HARBOR VIEW ADVISORS CASH BALANCE PENSION PLAN 2021 270505590 2022-10-07 HARBOR VIEW ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 822 A1A NORTH, SUITE 200, PONTE VEDRA, FL, 32082
HARBOR VIEW ADVISORS 401(K) PROFIT SHARING PLAN 2021 270505590 2022-10-07 HARBOR VIEW ADVISORS, LLC 26
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 822 A1A NORTH, SUITE 200, PONTE VEDRA BEACH, FL, 32082
HARBOR VIEW ADVISORS CASH BALANCE PENSION PLAN 2020 270505590 2021-10-13 HARBOR VIEW ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 822 A1A NORTH, SUITE 200, PONTE VEDRA, FL, 32082
HARBOR VIEW ADVISORS 401(K) PROFIT SHARING PLAN 2020 270505590 2021-10-13 HARBOR VIEW ADVISORS, LLC 20
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 822 A1A NORTH, SUITE 200, PONTE VEDRA BEACH, FL, 32082
HARBOR VIEW ADVISORS 401(K) PROFIT SHARING PLAN 2019 270505590 2020-10-14 HARBOR VIEW ADVISORS, LLC 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 822 A1A NORTH, SUITE 200, PONTE VEDRA BEACH, FL, 32082
HARBOR VIEW ADVISORS CASH BALANCE PENSION PLAN 2019 270505590 2020-10-14 HARBOR VIEW ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 822 A1A NORTH, SUITE 200, PONTE VEDRA, FL, 32082

Key Officers & Management

Name Role Address
HVA HOLDINGS, LLC Agent -
MATHIS JOHN K Manager 3414 1st Street South, Jacksonville Beach, FL, 32250
MATHIS CAROLYN Manager 3414 1st Street South, Jacksonville Beach, FL, 32250

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-02-09 310 3rd Street, Suite 201, Neptune Beach, FL 32266 -
CHANGE OF MAILING ADDRESS 2023-02-09 310 3rd Street, Suite 201, Neptune Beach, FL 32266 -
REGISTERED AGENT ADDRESS CHANGED 2023-02-09 310 3rd Street, Suite 201, Neptune Beach, FL 32266 -
LC AMENDED AND RESTATED ARTICLES 2020-09-02 - -
LC AMENDMENT 2011-04-12 - -
REGISTERED AGENT NAME CHANGED 2011-02-16 HVA HOLDINGS, LLC -
LC AMENDMENT AND NAME CHANGE 2010-11-05 HARBOR VIEW ADVISORS, LLC -

Documents

Name Date
ANNUAL REPORT 2025-02-19
ANNUAL REPORT 2024-02-28
ANNUAL REPORT 2023-02-09
ANNUAL REPORT 2022-02-21
ANNUAL REPORT 2021-04-08
LC Amended and Restated Art 2020-09-02
ANNUAL REPORT 2020-04-06
ANNUAL REPORT 2019-04-18
ANNUAL REPORT 2018-04-05
ANNUAL REPORT 2017-04-07

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1311458510 2021-02-18 0491 PPS 822 A1A N Ste 200, Ponte Vedra Beach, FL, 32082-3260
Loan Status Date 2022-03-12
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 256361
Loan Approval Amount (current) 256361
Undisbursed Amount 0
Franchise Name -
Lender Location ID 44449
Servicing Lender Name PNC Bank, National Association
Servicing Lender Address 222 Delaware Ave, WILMINGTON, DE, 19801-1621
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Ponte Vedra Beach, SAINT JOHNS, FL, 32082-3260
Project Congressional District FL-05
Number of Employees 15
NAICS code 523120
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 760
Originating Lender Name First Source Federal Credit Union
Originating Lender Address Rome, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 258867.64
Forgiveness Paid Date 2022-02-10
6683497007 2020-04-07 0491 PPP 822 A1A North Suite 200, PONTE VEDRA BEACH, FL, 32082-3212
Loan Status Date 2021-06-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 273570
Loan Approval Amount (current) 273570
Undisbursed Amount 0
Franchise Name -
Lender Location ID 44449
Servicing Lender Name PNC Bank, National Association
Servicing Lender Address 222 Delaware Ave, WILMINGTON, DE, 19801-1621
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address PONTE VEDRA BEACH, SAINT JOHNS, FL, 32082-3212
Project Congressional District FL-05
Number of Employees 13
NAICS code 523120
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 760
Originating Lender Name First Source Federal Credit Union
Originating Lender Address Rome, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 276632.46
Forgiveness Paid Date 2021-05-18

Companies related by officers

HVA HOLDINGS, LLC

HARBOR VIEW INNOVATION CENTER, LLC - Inactive
Florida Limited Liability Co. (2013 - 2019)
HV LIIRN, LLC - Active
Florida Limited Liability Co. (2018 )
HARBOR VIEW CFO SERVICES, LLC - Active
Florida Limited Liability Co. (2018 )

MATHIS JOHN K

HVA HOLDINGS, LLC - Active
Florida Limited Liability Co. (2006 )
HV PACESETTER HOLDINGS, LLC - Active
Florida Limited Liability Co. (2018 )
HV CLOUDREDY HOLDINGS, LLC - Active
Florida Limited Liability Co. (2017 )

MATHIS CAROLYN

MERLIN HOLDINGS, LLC. - Inactive
Florida Limited Liability Co. (2006 - 2009)
HV LIIRN, LLC - Active
Florida Limited Liability Co. (2018 )
HARBOR VIEW CFO SERVICES, LLC - Active
Florida Limited Liability Co. (2018 )
K2LM TENNESSEE, LLC. - Inactive
Florida Limited Liability Co. (2005 - 2021)
HV GREENJOB HOLDINGS, LLC - Inactive
Florida Limited Liability Co. (2015 - 2019)
K2 CAPITAL PARTNERS, LLC. - Inactive
Florida Limited Liability Co. (2005 - 2012)
SVILA SKIN SOLUTIONS, LLC - Inactive
Florida Limited Liability Co. (2007 - 2009)
SHORELINE CUSTOM HOMES, INC. - Inactive
Domestic Profit (1993 - 1995)
PECAN PARK MARKETPLACE PARTNERS, LLC. - Active
Florida Limited Liability Co. (2006 )
UNIVERSAL TRANSFORMATION OF UNDER-MINDED REINTEGRATION TO NEIGHBORHOODS, INC. - Inactive
Domestic Non-Profit (2001 - 2002)

Companies related by address

310 3rd Street, Suite 201, Neptune Beach, FL, 32266, US

HV CLOUDREDY HOLDINGS, LLC HVA HOLDINGS, LLC

310 3rd Street, SUITE 201, Neptune Beach, FL, 32266, US

HV CLOUDREDY HOLDINGS, LLC

Date of last update: 02 Apr 2025

Sources: Florida Department of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 flprofile.com, Part of Big Data Integrated