Search icon

HARBOR VIEW ADVISORS, LLC - Florida Company Profile

Company claim

Is this your business?

Get access!

Company Details

Entity Name: HARBOR VIEW ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
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
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
City: Neptune Beach
County: Duval
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
- 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

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

Jobs Reported:
15
Initial Approval Amount:
$256,361
Date Approved:
2021-02-18
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$256,361
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$258,867.64
Servicing Lender:
PNC Bank, National Association
Use of Proceeds:
Payroll: $256,361
Jobs Reported:
13
Initial Approval Amount:
$273,570
Date Approved:
2020-04-07
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$273,570
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$276,632.46
Servicing Lender:
PNC Bank, National Association
Use of Proceeds:
Payroll: $205,177.5
Utilities: $34,196.25
Mortgage Interest: $34,196.25

Reviews Leave a review

This company hasn't received any reviews.

Date of last update: 02 Aug 2025

Sources: Florida Department of State