| Entity Name: | HERITAGE WEALTH MANAGEMENT LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
HERITAGE 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: | 10 Aug 2012 (13 years ago) |
| Last Event: | REINSTATEMENT |
| Event Date Filed: | 02 Oct 2019 (6 years ago) |
| Document Number: | L12000103356 |
| FEI/EIN Number |
27-2084200
Federal Employer Identification (FEI) Number assigned by the IRS. |
| 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 | Chief Executive Officer | 1104 SW 245TH WAY, NEWBERRY, FL, 32669 |
| Lancaster Joel A | Auth | 3600 NW 43RD STREET, GAINEVSILLE, FL, 32606 |
| LANCASTER SOPHIE M | Agent | 1104 SW 245TH WAY, NEWBERRY, FL, 32669 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G20000002680 | HERITAGE TAX SERVICES | ACTIVE | 2020-01-07 | 2025-12-31 | - | 3600 NW 43RD STREET, SUITE G2, GAINESVILLE, FL, 32606 |
| G19000007924 | LANCASTER TAX SERVICES | EXPIRED | 2019-01-15 | 2024-12-31 | - | 3600 NW 43RD STREET, SUITE G-2, GAINESVILLE, FL, 32606 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REINSTATEMENT | 2019-10-02 | - | - |
| ADMIN DISSOLUTION FOR ANNUAL REPORT | 2019-09-27 | - | - |
| REINSTATEMENT | 2017-09-27 | - | - |
| REGISTERED AGENT NAME CHANGED | 2017-09-27 | LANCASTER, SOPHIE M | - |
| ADMIN DISSOLUTION FOR ANNUAL REPORT | 2017-09-22 | - | - |
| CHANGE OF PRINCIPAL ADDRESS | 2014-04-25 | 3600 NW 43RD STREET, SUITE G-2, GAINEVSILLE, FL 32606 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-03-06 |
| ANNUAL REPORT | 2023-04-07 |
| ANNUAL REPORT | 2022-02-07 |
| ANNUAL REPORT | 2021-03-08 |
| ANNUAL REPORT | 2020-03-18 |
| REINSTATEMENT | 2019-10-02 |
| ANNUAL REPORT | 2018-04-11 |
| REINSTATEMENT | 2017-09-27 |
| ANNUAL REPORT | 2016-03-24 |
| ANNUAL REPORT | 2015-03-18 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 6067477803 | 2020-05-31 | 0491 | PPP | 3600 NW 43rd Street Suite G2, Gainesville, FL, 32606-8106 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 6555617404 | 2020-05-14 | 0491 | PPP | 3600 NW 43RD STREET SUITE G2, GAINESVILLE, FL, 32606 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 02 Apr 2025
Sources: Florida Department of State
