| Entity Name: | CONCIERGE FINANCIAL PLANNING GROUP, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
CONCIERGE FINANCIAL PLANNING GROUP, 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: | 10 Apr 2012 (13 years ago) |
| Document Number: | L12000048572 |
| FEI/EIN Number |
45-5010513
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 2435 CANTERCLUB TRAIL, APOPKA, FL, 32712, US |
| Mail Address: | 2435 CANTERCLUB TRAIL, APOPKA, FL, 32712, US |
| ZIP code: | 32712 |
| County: | Orange |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| LUCAS EDICK | Managing Member | 2435 CANTERCLUB TRAIL, APOPKA, FL, 32712 |
| Lucas Edick Owner | Agent | 2435 Canterclub Trail, Apopka, FL, 32712 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2014-04-29 | 2435 CANTERCLUB TRAIL, APOPKA, FL 32712 | - |
| CHANGE OF MAILING ADDRESS | 2014-04-29 | 2435 CANTERCLUB TRAIL, APOPKA, FL 32712 | - |
| REGISTERED AGENT NAME CHANGED | 2014-04-29 | Lucas, Edick, Owner | - |
| REGISTERED AGENT ADDRESS CHANGED | 2014-04-29 | 2435 Canterclub Trail, Apopka, FL 32712 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-02-05 |
| ANNUAL REPORT | 2024-02-08 |
| ANNUAL REPORT | 2023-01-20 |
| ANNUAL REPORT | 2022-03-28 |
| ANNUAL REPORT | 2021-04-08 |
| ANNUAL REPORT | 2020-03-23 |
| ANNUAL REPORT | 2019-03-22 |
| ANNUAL REPORT | 2018-03-14 |
| ANNUAL REPORT | 2017-03-30 |
| ANNUAL REPORT | 2016-04-21 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 5579118403 | 2021-02-09 | 0491 | PPP | 940 Centre Cir Ste 2010, Altamonte Springs, FL, 32714-7242 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 01 May 2025
Sources: Florida Department of State
