HERITAGE WEALTH MANAGEMENT LLC

Company Details

Entity Name:	HERITAGE WEALTH MANAGEMENT LLC
Jurisdiction:	FLORIDA
Filing Type:	Florida Limited Liability Co.
Status:	Active
Date Filed:	10 Aug 2012 (13 years ago)
Last Event:	REINSTATEMENT
Event Date Filed:	02 Oct 2019 (5 years ago)
Document Number:	L12000103356
FEI/EIN Number	27-2084200
Mail Address:	1104 SW 245TH WAY, NEWBERRY, FL, 32669
Address:	3600 NW 43RD STREET, SUITE G-2, GAINEVSILLE, FL, 32606, US
ZIP code:	32606
County:	Alachua
Place of Formation:	FLORIDA

Name	Role	Address
LANCASTER SOPHIE M	Agent	1104 SW 245TH WAY, NEWBERRY, FL, 32669

Name	Role	Address
LANCASTER SOPHIE M	Chief Executive Officer	1104 SW 245TH WAY, NEWBERRY, FL, 32669

Name	Role	Address
Lancaster Joel A	Auth	3600 NW 43RD STREET, GAINEVSILLE, FL, 32606

Registration Number	Fictitious Name	Status	Filed Date	Expiration Date	Cancellation Date	Mailing Address
G20000002680	HERITAGE TAX SERVICES	ACTIVE	2020-01-07	2025-12-31	No data	3600 NW 43RD STREET, SUITE G2, GAINESVILLE, FL, 32606
G19000007924	LANCASTER TAX SERVICES	EXPIRED	2019-01-15	2024-12-31	No data	3600 NW 43RD STREET, SUITE G-2, GAINESVILLE, FL, 32606

Event Type	Filed Date	Value	Description
REINSTATEMENT	2019-10-02	No data	No data
ADMIN DISSOLUTION FOR ANNUAL REPORT	2019-09-27	No data	No data
REINSTATEMENT	2017-09-27	No data	No data
REGISTERED AGENT NAME CHANGED	2017-09-27	LANCASTER, SOPHIE M	No data
ADMIN DISSOLUTION FOR ANNUAL REPORT	2017-09-22	No data	No data
CHANGE OF PRINCIPAL ADDRESS	2014-04-25	3600 NW 43RD STREET, SUITE G-2, GAINEVSILLE, FL 32606	No data

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

6555617404

2020-05-14

0491

PPP

3600 NW 43RD STREET SUITE G2, GAINESVILLE, FL, 32606

Loan Status Date	2023-01-28
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	11000
Loan Approval Amount (current)	11000
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	94109
Servicing Lender Name	Florida CU
Servicing Lender Address	1615 NW 80 Blvd, GAINESVILLE, FL, 32606-9140
Rural or Urban Indicator	U
Hubzone	Y
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	GAINESVILLE, ALACHUA, FL, 32606-0001
Project Congressional District	FL-03
Number of Employees	4
NAICS code	523930
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Limited Liability Company(LLC)
Originating Lender ID	94109
Originating Lender Name	Florida CU
Originating Lender Address	GAINESVILLE, FL
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	11232.66
Forgiveness Paid Date	2022-06-30

6067477803

2020-05-31

0491

PPP

3600 NW 43rd Street Suite G2, Gainesville, FL, 32606-8106

Loan Status Date	2022-03-23
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	4882
Loan Approval Amount (current)	4882
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	456756
Servicing Lender Name	Cross River Bank
Servicing Lender Address	885 Teaneck Rd, TEANECK, NJ, 07666-4546
Rural or Urban Indicator	U
Hubzone	Y
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	Gainesville, ALACHUA, FL, 32606-8106
Project Congressional District	FL-03
Number of Employees	6
NAICS code	523999
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Self-Employed Individuals
Originating Lender ID	529113
Originating Lender Name	Kabbage, Inc.
Originating Lender Address	Atlanta, GA
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	4945.93
Forgiveness Paid Date	2021-09-23

Date of last update: 02 Feb 2025