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GREGORY & ASSOCIATES FINANCIAL ADVISORS, LLC - Florida Company Profile

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Company Details

Entity Name: GREGORY & ASSOCIATES FINANCIAL ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

GREGORY & ASSOCIATES FINANCIAL 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: 22 Sep 2010 (15 years ago)
Document Number: L10000098936
FEI/EIN Number NOT APPLICABLE

Federal Employer Identification (FEI) Number assigned by the IRS.

Mail Address: 316 Forest Ave, Altamonte Springs, FL, 32701, US
Address: 35 West Pine Street, Orlando, FL, 32801, US
ZIP code: 32801
County: Orange
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
GREGORY GRANT Managing Member 35 West Pine Street, Orlando, FL, 32801
GREGORY GRANT Agent 316 Forest Ave, Altamonte Springs, FL, 32701

Form 5500 Series

Employer Identification Number (EIN):
273217318
Plan Year:
2023
Number Of Participants:
2
Sponsors DBA Name:
GRA CPA
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G17000014677 GRA CPA ACTIVE 2017-02-09 2027-12-31 - 35 W PINE STREET, STE 220, ORLANDO, FL, 32801
G13000117408 GREGORY, ROMAN & ASSOCIATES EXPIRED 2013-12-02 2018-12-31 - 55 WEST CHURCH ST, STE 1506, ORLANDO, FL, 32801

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2023-04-27 35 West Pine Street, 220, Orlando, FL 32801 -
REGISTERED AGENT ADDRESS CHANGED 2023-04-27 316 Forest Ave, Altamonte Springs, FL 32701 -
REGISTERED AGENT NAME CHANGED 2021-04-29 GREGORY, GRANT -
CHANGE OF PRINCIPAL ADDRESS 2016-01-22 35 West Pine Street, 220, Orlando, FL 32801 -

Documents

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

USAspending Awards / Financial Assistance

Date:
2021-12-28
Awarding Agency Name:
Small Business Administration
Transaction Description:
AWARDTYPE: DIRECT PAYMENT FOR SPECIFIED USE ACTIVITIES TO BE PERFORMED: CONTINUE BUSINESS DELIVERABLES: ECONOMIC RELIEF TO SMALL BUSINESSES IMPACTED BY COVID-19. EXPECTED OUTCOMES: PROVIDE ECONOMIC RELIEF TO BUSINESSES THAT ARE CURRENTLY EXPERIENCING A TEMPORARY LOSS OF REVENUE. INTENDED BENEFICIARIES: SMALL BUSINESSES SUBRECIPIENT ACTIVITIES: NA
Obligated Amount:
10000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2021-01-23
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:
23832.00
Total Face Value Of Loan:
23832.00
Date:
2020-04-16
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:
23837.00
Total Face Value Of Loan:
23837.00

Paycheck Protection Program

Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
23837
Current Approval Amount:
23837
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
23982.28
Date Approved:
2021-01-23
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
23832
Current Approval Amount:
23832
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
24143.45

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Date of last update: 02 Jun 2025

Sources: Florida Department of State