Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Sarasota
    4. ›
  4. 34237
    5. ›
  5. SRQ WEALTH MANAGEMENT, LLC

SRQ WEALTH MANAGEMENT, LLC - Florida Company Profile

Company Details

Entity Name: SRQ WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

SRQ WEALTH 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: 13 Sep 2010 (15 years ago)
Last Event: LC NAME CHANGE
Event Date Filed: 28 Oct 2010 (14 years ago)
Document Number: L10000095859
FEI/EIN Number 273442725

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 1 North Tuttle Avenue, Suite 1, SARASOTA, FL, 34237, US
Mail Address: 1 North Tuttle Avenue, Suite 1, SARASOTA, FL, 34237, US
ZIP code: 34237
County: Sarasota
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SRQ WEALTH MANAGEMENT 401(K) P/S PLAN 2023 273442725 2024-05-31 SRQ WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-07-01
Business code 523900
Sponsor’s telephone number 9415569004
Plan sponsor’s address 1 N TUTTLE AVE STE 1, SARASOTA, FL, 34237

Signature of
Role Plan administrator
Date 2024-05-31
Name of individual signing KARIN GRABLIN
Valid signature Filed with authorized/valid electronic signature
SRQ WEALTH MANAGEMENT 401(K) P/S PLAN 2022 273442725 2023-05-14 SRQ WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-07-01
Business code 523900
Sponsor’s telephone number 9415569004
Plan sponsor’s address 1 N TUTTLE AVE STE 1, SARASOTA, FL, 34237

Plan administrator’s name and address
Administrator’s EIN 273442725
Plan administrator’s name SRQ WEALTH MANAGEMENT
Plan administrator’s address 1 N TUTTLE AVE STE 1, SARASOTA, FL, 34237
Administrator’s telephone number 9415569004

Signature of
Role Plan administrator
Date 2023-05-14
Name of individual signing KARIN GRABLIN
Valid signature Filed with authorized/valid electronic signature
SRQ WEALTH MANAGEMENT 401(K) P/S PLAN 2021 273442725 2022-07-08 SRQ WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-07-01
Business code 523900
Sponsor’s telephone number 9415569004
Plan sponsor’s address 1 N TUTTLE AVE STE 1, SARASOTA, FL, 34237

Plan administrator’s name and address
Administrator’s EIN 273442725
Plan administrator’s name SRQ WEALTH MANAGEMENT
Plan administrator’s address 1 N TUTTLE AVE STE 1, SARASOTA, FL, 34237
Administrator’s telephone number 9415569004

Signature of
Role Plan administrator
Date 2022-07-08
Name of individual signing KARIN GRABLIN
Valid signature Filed with authorized/valid electronic signature
SRQ WEALTH MANAGEMENT 401(K) P/S PLAN 2020 273442725 2021-08-27 SRQ WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-07-01
Business code 523900
Sponsor’s telephone number 9415569004
Plan sponsor’s address 1 N TUTTLE AVE STE 1, SARASOTA, FL, 34237

Plan administrator’s name and address
Administrator’s EIN 273442725
Plan administrator’s name SRQ WEALTH MANAGEMENT
Plan administrator’s address 1 N TUTTLE AVE STE 1, SARASOTA, FL, 34237
Administrator’s telephone number 9415569004

Signature of
Role Plan administrator
Date 2021-08-27
Name of individual signing KARIN GRABLIN
Valid signature Filed with authorized/valid electronic signature
SRQ WEALTH MANAGEMENT 401(K) P/S PLAN 2019 273442725 2020-04-02 SRQ WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-07-01
Business code 523900
Sponsor’s telephone number 9415569004
Plan sponsor’s address 1 N TUTTLE AVE STE 1, SUITE 103, SARASOTA, FL, 34237

Plan administrator’s name and address
Administrator’s EIN 273442725
Plan administrator’s name SRQ WEALTH MANAGEMENT
Plan administrator’s address 1 N TUTTLE AVE STE 1, SUITE 103, SARASOTA, FL, 34237
Administrator’s telephone number 9415569004

Signature of
Role Plan administrator
Date 2020-04-02
Name of individual signing KARIN GRABLIN
Valid signature Filed with authorized/valid electronic signature
SRQ WEALTH MANAGEMENT 401(K) P/S PLAN 2018 273442725 2019-03-15 SRQ WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-07-01
Business code 523900
Sponsor’s telephone number 9415569004
Plan sponsor’s address 2033 MAIN ST, SUITE 103, SARASOTA, FL, 34237

Plan administrator’s name and address
Administrator’s EIN 273442725
Plan administrator’s name SRQ WEALTH MANAGEMENT
Plan administrator’s address 2033 MAIN ST, SUITE 103, SARASOTA, FL, 34237
Administrator’s telephone number 9415569004

Signature of
Role Plan administrator
Date 2019-03-15
Name of individual signing KARIN GRABLIN
Valid signature Filed with authorized/valid electronic signature
SRQ WEALTH MANAGEMENT 401(K) P/S PLAN 2017 273442725 2018-03-01 SRQ WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-07-01
Business code 523900
Sponsor’s telephone number 9415569004
Plan sponsor’s address 1819 MAIN STREET, SUITE 905, SARASOTA, FL, 34236

Plan administrator’s name and address
Administrator’s EIN 273442725
Plan administrator’s name SRQ WEALTH MANAGEMENT
Plan administrator’s address 1819 MAIN STREET, SUITE 905, SARASOTA, FL, 34236
Administrator’s telephone number 9415569004

Signature of
Role Plan administrator
Date 2018-03-01
Name of individual signing KARIN GRABLIN
Valid signature Filed with authorized/valid electronic signature
SRQ WEALTH MANAGEMENT 401(K) P/S PLAN 2016 273442725 2017-03-14 SRQ WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-07-01
Business code 523900
Sponsor’s telephone number 9415569004
Plan sponsor’s address 1819 MAIN STREET, SUITE 905, SARASOTA, FL, 34236

Plan administrator’s name and address
Administrator’s EIN 273442725
Plan administrator’s name SRQ WEALTH MANAGEMENT
Plan administrator’s address 1819 MAIN STREET, SUITE 905, SARASOTA, FL, 34236
Administrator’s telephone number 9415569004

Signature of
Role Plan administrator
Date 2017-03-14
Name of individual signing KARIN GRABLIN
Valid signature Filed with authorized/valid electronic signature
SRQ WEALTH MANAGEMENT 401(K) P/S PLAN 2015 273442725 2016-03-14 SRQ WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-07-01
Business code 523900
Sponsor’s telephone number 9415569004
Plan sponsor’s address 1819 MAIN STREET, SUITE 905, SARASOTA, FL, 34236

Plan administrator’s name and address
Administrator’s EIN 273442725
Plan administrator’s name SRQ WEALTH MANAGEMENT
Plan administrator’s address 1819 MAIN STREET, SUITE 905, SARASOTA, FL, 34236
Administrator’s telephone number 9415569004

Signature of
Role Plan administrator
Date 2016-03-14
Name of individual signing KARIN GRABLIN
Valid signature Filed with authorized/valid electronic signature
SRQ WEALTH MANAGEMENT 401(K) P/S PLAN 2014 273442725 2015-04-15 SRQ WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-07-01
Business code 523900
Sponsor’s telephone number 9415569004
Plan sponsor’s address 1819 MAIN STREET, SUITE 905, SARASOTA, FL, 34236

Plan administrator’s name and address
Administrator’s EIN 273442725
Plan administrator’s name SRQ WEALTH MANAGEMENT
Plan administrator’s address 1819 MAIN STREET, SUITE 905, SARASOTA, FL, 34236
Administrator’s telephone number 9415569004

Signature of
Role Plan administrator
Date 2015-04-15
Name of individual signing KARIN GRABLIN
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
MARTIN STEPHEN J Chief Executive Officer 1 North Tuttle Avenue, Sarasota, FL, 34237
Grablin Karin A Chief Operating Officer 1 North Tuttle Avenue, SARASOTA, FL, 34237
MARTIN STEPHEN J Agent 1 North Tuttle Avenue, SARASOTA, FL, 34237

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G17000033618 SRQ WEALTH ACTIVE 2017-03-30 2027-12-31 - ONE NORTH TUTTLE AVENUE, SUITE 1, SARASOTA, FL, 34237

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2020-01-24 1 North Tuttle Avenue, Suite 1, SARASOTA, FL 34237 -
CHANGE OF MAILING ADDRESS 2020-01-24 1 North Tuttle Avenue, Suite 1, SARASOTA, FL 34237 -
REGISTERED AGENT ADDRESS CHANGED 2020-01-24 1 North Tuttle Avenue, Suite 1, SARASOTA, FL 34237 -
REGISTERED AGENT NAME CHANGED 2011-04-28 MARTIN, STEPHEN J -
LC NAME CHANGE 2010-10-28 SRQ WEALTH MANAGEMENT, LLC -

Documents

Name Date
ANNUAL REPORT 2025-01-20
ANNUAL REPORT 2024-01-24
ANNUAL REPORT 2023-01-29
ANNUAL REPORT 2022-01-14
ANNUAL REPORT 2021-01-23
ANNUAL REPORT 2020-01-24
ANNUAL REPORT 2019-02-13
ANNUAL REPORT 2018-01-23
ANNUAL REPORT 2017-01-21
ANNUAL REPORT 2016-01-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5909637109 2020-04-14 0455 PPP 1 N TUTTLE AVE, SARASOTA, FL, 34237-6327
Loan Status Date 2021-08-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 85112
Loan Approval Amount (current) 85112
Undisbursed Amount 0
Franchise Name -
Lender Location ID 67422
Servicing Lender Name First Horizon Bank
Servicing Lender Address 165 Madison Ave, MEMPHIS, TN, 38103-2723
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address SARASOTA, SARASOTA, FL, 34237-6327
Project Congressional District FL-17
Number of Employees 4
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
Originating Lender ID 67422
Originating Lender Name First Horizon Bank
Originating Lender Address MEMPHIS, TN
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 65907.81
Forgiveness Paid Date 2021-07-13

Companies related by officers

MARTIN STEPHEN J

THE PORTIN GROUP, LLC - Inactive
Florida Limited Liability Co. (2006 - 2008)
SALEMWORKS, INC. - Active
Domestic Profit (2012 )
MARTIN CEILINGS, INC - Inactive
Domestic Profit (2012 - 2013)
MAR-LAN HOLDING, INC. - Active
Domestic Profit (2010 )
PM IT, INC. - Inactive
Domestic Profit (2002 - 2006)
PM IT, INC. - Inactive
Domestic Profit (2002 - 2006)
S. MARTIN ROOFING, INC. - Inactive
Domestic Profit (2004 - 2006)
S. MARTIN ROOFING, INC. - Inactive
Domestic Profit (2004 - 2006)
M & L REAL ESTATE INVESTMENTS INC. - Inactive
Domestic Profit (2014 - 2020)
M & L REAL ESTATE INVESTMENTS INC. - Inactive
Domestic Profit (2014 - 2020)

Grablin Karin A

SHED HAPPENS, LLC - Active
Florida Limited Liability Co. (2017 )

Companies related by address

No other companies in our directory share the same address as SRQ WEALTH MANAGEMENT, LLC

Date of last update: 03 Mar 2025

Sources: Florida Department of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 flprofile.com, Part of Big Data Integrated