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ICCF WEALTH MANAGEMENT, LLC

Company Details

Entity Name: ICCF WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 26 Sep 2012 (12 years ago)
Last Event: LC AMENDMENT AND NAME CHANGE
Event Date Filed: 02 Aug 2013 (12 years ago)
Document Number: L12000123187
FEI/EIN Number 90-0892680
Address: 1331 PALMETTO AVENUE,, SUITE 120, WINTER PARK, FL 32789
Mail Address: 1331 PALMETTO AVENUE,, SUITE 120, WINTER PARK, FL 32789
ZIP code: 32789
County: Orange
Place of Formation: FLORIDA

Agent

Name Role Address
FERNANDEZ LEGAL Agent 135 W. Central Blvd., Ste. 300, Orlando, FL 32801

Managing Member

Name Role Address
Sheahan, Douglas M Managing Member 1331 Palmetto Ave, Suite 120 winter park, FL 32789
O'Donnell, John H Managing Member 1331 Palmetto Ave, Suite 120 winter park, FL 32789

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2025-02-18 FERNANDEZ LEGAL No data
REGISTERED AGENT ADDRESS CHANGED 2025-02-18 135 W. Central Blvd., Ste. 300, Orlando, FL 32801 No data
CHANGE OF PRINCIPAL ADDRESS 2022-03-23 1331 PALMETTO AVENUE,, SUITE 120, WINTER PARK, FL 32789 No data
CHANGE OF MAILING ADDRESS 2022-03-23 1331 PALMETTO AVENUE,, SUITE 120, WINTER PARK, FL 32789 No data
REGISTERED AGENT ADDRESS CHANGED 2022-03-23 1331 Palmetto Ave, Suite 120, winter park, FL 32789 No data
LC AMENDMENT AND NAME CHANGE 2013-08-02 ICCF WEALTH MANAGEMENT, LLC No data

Documents

Name Date
ANNUAL REPORT 2025-02-18
ANNUAL REPORT 2024-02-15
ANNUAL REPORT 2023-04-05
ANNUAL REPORT 2022-03-23
ANNUAL REPORT 2021-04-19
ANNUAL REPORT 2020-04-15
ANNUAL REPORT 2019-05-28
ANNUAL REPORT 2018-04-18
ANNUAL REPORT 2017-04-11
ANNUAL REPORT 2016-04-29

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7188857103 2020-04-14 0491 PPP 1331 PALMETTO AVENUE SUITE 100, WINTER PARK, FL, 32789
Loan Status Date 2021-09-29
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 17736
Loan Approval Amount (current) 17736
Undisbursed Amount 0
Franchise Name -
Lender Location ID 67422
Servicing Lender Name First Horizon Bank
Servicing Lender Address 165 Madison Ave, MEMPHIS, TN, 38103-2723
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address WINTER PARK, ORANGE, FL, 32789-0902
Project Congressional District FL-10
Number of Employees 1
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Sole Proprietorship
Originating Lender ID 78586
Originating Lender Name IberiaBank, A Division of First Horizon Bank
Originating Lender Address Lafayette, LA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 17969.52
Forgiveness Paid Date 2021-08-12

Date of last update: 22 Feb 2025

Sources: Florida Department of State