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BRIGHTWATER ADVISORY, LLC - Florida Company Profile

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Company Details

Entity Name: BRIGHTWATER ADVISORY, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 16 Oct 2013 (12 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 29 Mar 2018 (7 years ago)
Document Number: L13000146341
FEI/EIN Number 46-4056200
Address: 4613 W. North A Street, Tampa, FL, 33609, US
Mail Address: 4613 W. North A Street, Tampa, FL, 33609, US
ZIP code: 33609
City: Tampa
County: Hillsborough
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
MADDUX KATHLEEN N Managing Member 4613 W. North A Street, Tampa, FL, 33609
MADDUX DAVID CJR. Manager 4613 W. North A Street, Tampa, FL, 33609
MADDUX KATHLEEN N Agent 4613 W. North A Street, Tampa, FL, 33609

Central Index Key

CIK number:
0002034566
Phone:
8132516310

Latest Filings

Form type:
13F-HR/A
File number:
028-24365
Filing date:
2025-05-12
File:
Form type:
13F-HR
File number:
028-24365
Filing date:
2025-05-12
File:
Form type:
13F-HR
File number:
028-24365
Filing date:
2025-02-05
File:
Form type:
13F-HR
File number:
028-24365
Filing date:
2024-12-03
File:
Form type:
13F-HR
File number:
028-24365
Filing date:
2024-10-08
File:

Form 5500 Series

Employer Identification Number (EIN):
464056200
Plan Year:
2023
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
4
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G23000026857 TAMPA ASSET MANAGEMENT ACTIVE 2023-02-27 2028-12-31 - 4613 W NORTH A ST, TAMPA, FL, 33609

Events

Event Type Filed Date Value Description
LC AMENDMENT 2018-03-29 - -
CHANGE OF PRINCIPAL ADDRESS 2018-03-07 4613 W. North A Street, Tampa, FL 33609 -
CHANGE OF MAILING ADDRESS 2018-03-07 4613 W. North A Street, Tampa, FL 33609 -
REGISTERED AGENT ADDRESS CHANGED 2018-03-07 4613 W. North A Street, Tampa, FL 33609 -

Documents

Name Date
ANNUAL REPORT 2024-02-13
ANNUAL REPORT 2023-03-22
ANNUAL REPORT 2022-03-02
ANNUAL REPORT 2021-02-02
ANNUAL REPORT 2020-02-04
ANNUAL REPORT 2019-01-28
LC Amendment 2018-03-29
ANNUAL REPORT 2018-03-07
ANNUAL REPORT 2017-01-20
ANNUAL REPORT 2016-03-02

USAspending Awards / Financial Assistance

Date:
2020-04-11
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
70194.00
Total Face Value Of Loan:
70194.00

Trademarks

Serial Number:
87049622
Mark:
BRIGHTWATER ADVISORY
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2016-05-25
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
BRIGHTWATER ADVISORY

Goods And Services

For:
Financial planning; Financial services, namely, wealth management services; Investment advisory services; Investment management
First Use:
2014-05-28
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
86607903
Mark:
BRIGHTWATER ADVISORY
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2015-04-23
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
BRIGHTWATER ADVISORY

Goods And Services

For:
Financial planning; Financial services, namely, wealth management services; Investment advisory services; Investment management
First Use:
2014-05-28
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
5
Initial Approval Amount:
$70,194
Date Approved:
2020-04-11
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$70,194
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Servicing Lender:
Valley National Bank
Use of Proceeds:
Payroll: $70,194

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Date of last update: 01 Jul 2025

Sources: Florida Department of State