| Entity Name: | HERITAGE FINANCIAL WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
HERITAGE FINANCIAL 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: | 23 Jan 2013 (12 years ago) |
| Last Event: | LC AMENDMENT AND NAME CHANGE |
| Event Date Filed: | 12 Dec 2014 (10 years ago) |
| Document Number: | L13000011995 |
| FEI/EIN Number |
46-1861436
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 1120 E. Kennedy Blvd, Unit 1111, Tampa, FL, 33602, US |
| Mail Address: | 1120 E. Kennedy Blvd, Unit 1111, Tampa, FL, 33602, US |
| ZIP code: | 33602 |
| County: | Hillsborough |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| Harper Thomas G | Director | 1120 E. Kennedy Blvd, Tampa, FL, 33602 |
| HARPER THOMAS G | Agent | 1120 E. Kennedy Blvd, Tampa, FL, 33602 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G14000084507 | HERITAGE FINANCIAL WEALTH MANAGEMENT | EXPIRED | 2014-08-16 | 2019-12-31 | - | 405 S. DALE MABRY, SUITE 205, TAMPA, FL, 33609 |
| G14000034447 | FIDELITY RETIREMENT AND WEALTH MANAGEMENT | EXPIRED | 2014-04-07 | 2019-12-31 | - | 405 S. DALE MABRY, SUITE 205, TAMPA, FL, 33609 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2020-01-17 | 1120 E. Kennedy Blvd, Unit 1111, Tampa, FL 33602 | - |
| CHANGE OF MAILING ADDRESS | 2020-01-17 | 1120 E. Kennedy Blvd, Unit 1111, Tampa, FL 33602 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2020-01-17 | 1120 E. Kennedy Blvd, Unit 1111, Tampa, FL 33602 | - |
| LC AMENDMENT AND NAME CHANGE | 2014-12-12 | HERITAGE FINANCIAL WEALTH MANAGEMENT, LLC | - |
| REGISTERED AGENT NAME CHANGED | 2013-07-17 | HARPER, THOMAS G | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-28 |
| ANNUAL REPORT | 2024-01-16 |
| ANNUAL REPORT | 2023-02-13 |
| ANNUAL REPORT | 2022-01-22 |
| ANNUAL REPORT | 2021-01-07 |
| ANNUAL REPORT | 2020-01-17 |
| ANNUAL REPORT | 2019-02-10 |
| ANNUAL REPORT | 2018-01-26 |
| ANNUAL REPORT | 2017-01-08 |
| ANNUAL REPORT | 2016-01-23 |
Date of last update: 02 Apr 2025
Sources: Florida Department of State
