| Entity Name: | GREGORY & ASSOCIATES FINANCIAL ADVISORS, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 22 Sep 2010 (14 years ago) |
| Document Number: | L10000098936 |
| FEI/EIN Number | N/A |
| Mail Address: | 316 Forest Ave, Altamonte Springs, FL 32701 |
| Address: | 35 West Pine Street, 220, Orlando, FL 32801 |
| ZIP code: | 32801 |
| County: | Orange |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GRA CPA 401(K) PLAN | 2023 | 273217318 | 2024-10-09 | GREGORY & ASSOCIATES FINANCIAL ADVISORS, LLC | 2 | |||||||||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-10-09 |
| Name of individual signing | GRANT GREGORY |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-10-09 |
| Name of individual signing | GRANT GREGORY |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| GREGORY, GRANT | Agent | 316 Forest Ave, Altamonte Springs, FL 32701 |
| Name | Role | Address |
|---|---|---|
| GREGORY, GRANT | Managing Member | 35 West Pine Street, 220 Orlando, FL 32801 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G17000014677 | GRA CPA | ACTIVE | 2017-02-09 | 2027-12-31 | No data | 35 W PINE STREET, STE 220, ORLANDO, FL, 32801 |
| G13000117408 | GREGORY, ROMAN & ASSOCIATES | EXPIRED | 2013-12-02 | 2018-12-31 | No data | 55 WEST CHURCH ST, STE 1506, ORLANDO, FL, 32801 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF MAILING ADDRESS | 2023-04-27 | 35 West Pine Street, 220, Orlando, FL 32801 | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2023-04-27 | 316 Forest Ave, Altamonte Springs, FL 32701 | No data |
| REGISTERED AGENT NAME CHANGED | 2021-04-29 | GREGORY, GRANT | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2016-01-22 | 35 West Pine Street, 220, Orlando, FL 32801 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-04-30 |
| ANNUAL REPORT | 2023-04-27 |
| ANNUAL REPORT | 2022-04-30 |
| ANNUAL REPORT | 2021-04-29 |
| ANNUAL REPORT | 2020-01-20 |
| ANNUAL REPORT | 2019-01-13 |
| ANNUAL REPORT | 2018-04-27 |
| ANNUAL REPORT | 2017-01-08 |
| ANNUAL REPORT | 2016-01-22 |
| ANNUAL REPORT | 2015-01-18 |
Date of last update: 24 Jan 2025
Sources: Florida Department of State
