| Entity Name: | HERITAGE FINANCIAL & FIDUCIARY SERVICES, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Company
HERITAGE FINANCIAL & FIDUCIARY SERVICES, 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. |
| 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: | 07 Oct 2009 (15 years ago) |
| Last Event: | LC NAME CHANGE |
| Event Date Filed: | 06 Oct 2016 (8 years ago) |
| Document Number: | L09000097179 |
| FEI/EIN Number |
27-1561190
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 4446-1A Hendricks Ave, Suite 312, JACKSONVILLE, FL 32207 |
| Mail Address: | 4446-1A HENDRICKS AVE, STE 312, JACKSONVILLE, FL 32207 |
| ZIP code: | 32207 |
| County: | Duval |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| WILLIAMS, ELIZABETH R | Agent | 4446-1A Hendricks Ave, Suite 312, JACKSONVILLE, FL 32207 |
| WILLIAMS, ELIZABETH R | Managing Member | 4446-1A Hendricks Ave, Suite 312, JACKSONVILLE, FL 32207 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2024-03-08 | 4446-1A Hendricks Ave, Suite 312, JACKSONVILLE, FL 32207 | - |
| CHANGE OF MAILING ADDRESS | 2024-03-08 | 4446-1A Hendricks Ave, Suite 312, JACKSONVILLE, FL 32207 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2024-03-08 | 4446-1A Hendricks Ave, Suite 312, JACKSONVILLE, FL 32207 | - |
| LC NAME CHANGE | 2016-10-06 | HERITAGE FINANCIAL & FIDUCIARY SERVICES, LLC | - |
| LC NAME CHANGE | 2009-11-20 | WILLIAMS PERSONAL FINANCIAL AND FISUCIARY SERVICES, LLC | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-03-08 |
| ANNUAL REPORT | 2023-01-22 |
| ANNUAL REPORT | 2022-04-07 |
| ANNUAL REPORT | 2021-04-20 |
| ANNUAL REPORT | 2020-04-25 |
| ANNUAL REPORT | 2019-04-26 |
| ANNUAL REPORT | 2018-04-17 |
| ANNUAL REPORT | 2017-04-29 |
| LC Name Change | 2016-10-06 |
| ANNUAL REPORT | 2016-04-28 |
Date of last update: 24 Feb 2025
Sources: Florida Department of State
