Search icon

TRIPOINT WEALTH SOLUTIONS, LLC - Florida Company Profile

Company Details

Entity Name: TRIPOINT WEALTH SOLUTIONS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

TRIPOINT WEALTH SOLUTIONS, 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.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

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: 04 Oct 2013 (11 years ago)
Document Number: L13000140435
FEI/EIN Number 46-3917514

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 2180 Immokalee Rd, SUITE 209, Naples, FL, 34110-1421, US
Mail Address: 2180 Immokalee Rd, SUITE 209, Naples, FL, 34110-1421, US
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
BACCHI ALICIA Managing Member 2180 Immokalee Rd, Naples, FL, 341101421
BACCHI ALICIA Agent 2180 Immokalee Rd, Naples, FL, 341101421

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2023-02-02 BACCHI, ALICIA -
REGISTERED AGENT ADDRESS CHANGED 2023-02-02 2180 Immokalee Rd, SUITE 209, Naples, FL 34110-1421 -
CHANGE OF PRINCIPAL ADDRESS 2022-02-10 2180 Immokalee Rd, SUITE 209, Naples, FL 34110-1421 -
CHANGE OF MAILING ADDRESS 2022-02-10 2180 Immokalee Rd, SUITE 209, Naples, FL 34110-1421 -

Documents

Name Date
ANNUAL REPORT 2025-01-19
ANNUAL REPORT 2024-01-27
ANNUAL REPORT 2023-02-02
ANNUAL REPORT 2022-02-10
ANNUAL REPORT 2021-02-01
ANNUAL REPORT 2020-06-15
ANNUAL REPORT 2019-02-08
ANNUAL REPORT 2018-03-01
ANNUAL REPORT 2017-01-12
ANNUAL REPORT 2016-03-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5215377305 2020-04-30 0455 PPP 9240 Bonita Beach Road, Bonita Springs, FL, 34135
Loan Status Date 2021-02-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 40300
Loan Approval Amount (current) 40300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Bonita Springs, LEE, FL, 34135-0001
Project Congressional District FL-19
Number of Employees 2
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 40575.38
Forgiveness Paid Date 2021-01-11

Date of last update: 02 Mar 2025

Sources: Florida Department of State