| Entity Name: | XCEL WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
XCEL 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. |
| 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: | 08 Aug 2011 (14 years ago) |
| Document Number: | L11000091231 |
| FEI/EIN Number |
453081901
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 101 2nd Street, Holly Hill, FL, 32117, US |
| Mail Address: | 101 2nd street, Holly Hill, FL, 32117, US |
| ZIP code: | 32117 |
| County: | Volusia |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1791002 | 101 2ND STREET, STE 402, HOLLY HILL, FL, 32117 | 101 2ND STREET, STE 402, HOLLY HILL, FL, 32117 | 3868723440 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2024-10-21 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-21
| Form type | N-PX |
| File number | 028-19613 |
| Filing date | 2024-08-21 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-23
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2024-07-23 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-22
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2024-04-22 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-29
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2024-01-29 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-17
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2023-10-17 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-26
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2023-07-26 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-26
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2023-04-26 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-15
| Form type | 13F-HR/A |
| File number | 028-19613 |
| Filing date | 2023-02-15 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2023-01-19
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2023-01-19 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-20
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2022-10-20 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-26
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2022-07-26 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-29
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2022-04-29 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-03
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2022-02-03 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-21
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2021-10-21 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-15
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2021-07-15 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-15
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2021-04-15 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-01-13
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2021-01-13 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-27
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2020-10-27 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-07-10
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2020-07-10 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-07
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2020-04-07 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-09
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2020-01-09 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-12
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2019-11-12 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-11-12
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2019-11-12 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-11-12
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2019-11-12 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-11-12
| Form type | 13F-HR |
| File number | 028-19613 |
| Filing date | 2019-11-12 |
| Reporting date | 2018-12-31 |
| File | View File |
| Name | Role | Address |
|---|---|---|
| XYNIDIS JON S | Managing Member | 4546 S. PENINSULA, PONCE INLET, FL, 32127 |
| XYNIDIS JON S | Agent | 4546 S. PENINSULA, PONCE INLET, FL, 32127 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2017-04-07 | 101 2nd Street, suite 402, Holly Hill, FL 32117 | - |
| CHANGE OF MAILING ADDRESS | 2017-04-07 | 101 2nd Street, suite 402, Holly Hill, FL 32117 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-04-03 |
| ANNUAL REPORT | 2023-04-25 |
| ANNUAL REPORT | 2022-04-26 |
| ANNUAL REPORT | 2021-04-22 |
| ANNUAL REPORT | 2020-06-09 |
| ANNUAL REPORT | 2019-04-04 |
| ANNUAL REPORT | 2018-03-26 |
| ANNUAL REPORT | 2017-04-07 |
| ANNUAL REPORT | 2016-04-08 |
| ANNUAL REPORT | 2015-03-19 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 5249847705 | 2020-05-01 | 0491 | PPP | 101 SECOND STREET SUITE 402, HOLLY HILL, FL, 32117 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 01 Apr 2025
Sources: Florida Department of State
