Search icon

WEALTH MANAGEMENT OF JACKSONVILLE, LLC - Florida Company Profile

Company Details

Entity Name: WEALTH MANAGEMENT OF JACKSONVILLE, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

WEALTH MANAGEMENT OF JACKSONVILLE, 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 (12 years ago)
Document Number: L13000140531
FEI/EIN Number 46-3829460

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

Address: 7077 Bonneval Rd, Suite 450, JACKSONVILLE, FL, 32216, US
Mail Address: 7077 Bonneval Rd, Suite 450, JACKSONVILLE, FL, 32216, US
ZIP code: 32216
County: Duval
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
CIRINO MICHAEL A Manager 7077 Bonneval Rd., JACKSONVILLE, FL, 32216
Zapp Cirino Margaret Manager 7077 Bonneval Rd, Suite 450, JACKSONVILLE, FL, 32216
CIRINO MICHAEL A Agent 7077 Bonneval Rd., JACKSONVILLE, FL, 32216

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2023-10-03 7077 Bonneval Rd., Suite 450, JACKSONVILLE, FL 32216 -
CHANGE OF PRINCIPAL ADDRESS 2023-08-24 7077 Bonneval Rd, Suite 450, JACKSONVILLE, FL 32216 -
CHANGE OF MAILING ADDRESS 2023-08-24 7077 Bonneval Rd, Suite 450, JACKSONVILLE, FL 32216 -

Documents

Name Date
ANNUAL REPORT 2025-02-03
ANNUAL REPORT 2024-01-04
AMENDED ANNUAL REPORT 2023-10-03
ANNUAL REPORT 2023-01-22
ANNUAL REPORT 2022-01-19
ANNUAL REPORT 2021-01-12
ANNUAL REPORT 2020-01-17
ANNUAL REPORT 2019-01-30
ANNUAL REPORT 2018-01-12
ANNUAL REPORT 2017-01-13

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4809567110 2020-04-13 0491 PPP 1 Independent Drive 2901, Jacksonville, FL, 32202
Loan Status Date 2021-02-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 72000
Loan Approval Amount (current) 72000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 117723
Servicing Lender Name SouthState Bank, National Association
Servicing Lender Address 1101 First St South, WINTER HAVEN, FL, 33880-3908
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Jacksonville, DUVAL, FL, 32202-1000
Project Congressional District FL-04
Number of Employees 3
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 117723
Originating Lender Name SouthState Bank, National Association
Originating Lender Address WINTER HAVEN, FL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 72546
Forgiveness Paid Date 2021-02-02
4309608403 2021-02-06 0491 PPS 1 Independent Dr Ste 2901, Jacksonville, FL, 32202-5027
Loan Status Date 2021-09-24
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 65443
Loan Approval Amount (current) 65443
Undisbursed Amount 0
Franchise Name -
Lender Location ID 117723
Servicing Lender Name SouthState Bank, National Association
Servicing Lender Address 1101 First St South, WINTER HAVEN, FL, 33880-3908
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Jacksonville, DUVAL, FL, 32202-5027
Project Congressional District FL-04
Number of Employees 3
NAICS code 523120
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 117723
Originating Lender Name SouthState Bank, National Association
Originating Lender Address WINTER HAVEN, FL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 65773.85
Forgiveness Paid Date 2021-08-27

Date of last update: 01 Apr 2025

Sources: Florida Department of State