| 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. |
| 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 |
| 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 | Managing Member | 35 West Pine Street, Orlando, FL, 32801 |
| GREGORY GRANT | Agent | 316 Forest Ave, Altamonte Springs, FL, 32701 |
| 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 |
| 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 | - |
| 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 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1935707210 | 2020-04-15 | 0491 | PPP | STE 220 35 W PINE ST, ORLANDO, FL, 32801-2656 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 4846738304 | 2021-01-23 | 0491 | PPS | 35 W Pine St, Orlando, FL, 32801-2610 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 02 Apr 2025
Sources: Florida Department of State
