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HARBOR VIEW ADVISORS, LLC - Florida Company Profile

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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

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

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001473290
Phone:
(904) 514-4123

Latest Filings

Form type:
X-17A-5
File number:
008-68401
Filing date:
2025-04-04
File:
Form type:
X-17A-5
File number:
008-68401
Filing date:
2024-04-04
File:
Form type:
X-17A-5
File number:
008-68401
Filing date:
2023-04-06
File:
Form type:
X-17A-5
File number:
008-68401
Filing date:
2022-04-04
File:
Form type:
X-17A-5
File number:
008-68401
Filing date:
2021-04-05
File:

Form 5500 Series

Employer Identification Number (EIN):
270505590
Plan Year:
2023
Number Of Participants:
13
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
40
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
33
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
6
Sponsors Telephone Number:

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

USAspending Awards / Financial Assistance

Date:
2021-02-18
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:
256361.00
Total Face Value Of Loan:
256361.00
Date:
2020-04-07
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:
273570.00
Total Face Value Of Loan:
273570.00

Paycheck Protection Program

Date Approved:
2021-02-18
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
256361
Current Approval Amount:
256361
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
258867.64
Date Approved:
2020-04-07
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
273570
Current Approval Amount:
273570
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
276632.46

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Date of last update: 03 Jun 2025

Sources: Florida Department of State