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SYNERGY WEALTH ALLIANCE, PLLC - Florida Company Profile

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Company Details

Entity Name: SYNERGY WEALTH ALLIANCE, PLLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 10 Mar 2014 (11 years ago)
Document Number: L14000040038
FEI/EIN Number 46-5060717
Address: 215 N Westmonte Drive, ALTAMONTE SPRINGS, FL, 32714, US
Mail Address: 215 N Westmonte Drive, ALTAMONTE SPRINGS, FL, 32714, US
ZIP code: 32714
City: Altamonte Springs
County: Seminole
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Bordner Christopher W Manager 215 N Westmonte Drive, ALTAMONTE SPRINGS, FL, 32714
Christopher Bordner Agent 215 N Westmonte Drive, ALTAMONTE SPRINGS, FL, 32714

Form 5500 Series

Employer Identification Number (EIN):
465060717
Plan Year:
2022
Number Of Participants:
13
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
6
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G15000066946 SYNERGY WEALTH ALLIANCE ACTIVE 2015-06-26 2030-12-31 - 215 N WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL, 32714

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2022-01-20 215 N Westmonte Drive, ALTAMONTE SPRINGS, FL 32714 -
CHANGE OF MAILING ADDRESS 2022-01-20 215 N Westmonte Drive, ALTAMONTE SPRINGS, FL 32714 -
REGISTERED AGENT ADDRESS CHANGED 2022-01-20 215 N Westmonte Drive, ALTAMONTE SPRINGS, FL 32714 -
REGISTERED AGENT NAME CHANGED 2019-03-04 Christopher , Bordner -

Documents

Name Date
ANNUAL REPORT 2024-03-27
ANNUAL REPORT 2023-04-10
ANNUAL REPORT 2022-01-20
AMENDED ANNUAL REPORT 2021-02-10
ANNUAL REPORT 2021-01-27
ANNUAL REPORT 2020-04-23
ANNUAL REPORT 2019-03-04
ANNUAL REPORT 2018-01-22
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-02-08

USAspending Awards / Financial Assistance

Date:
2020-05-03
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
4000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-05-03
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
4000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-15
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:
43800.00
Total Face Value Of Loan:
43800.00
Date:
2020-04-15
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:
43800.00
Total Face Value Of Loan:
43800.00

Trademarks

Serial Number:
88428886
Mark:
TRUSTED ADVICE FOR LIFE
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-05-14
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
TRUSTED ADVICE FOR LIFE

Goods And Services

For:
Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analysis; Financial analysis and consultation; Financial analysis and research services; Financial asset management; Financial consultancy; F...
First Use:
2019-02-06
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
4
Initial Approval Amount:
$43,800
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$43,800
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$44,115.12
Servicing Lender:
Truist Bank
Use of Proceeds:
Payroll: $43,800

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Date of last update: 03 Aug 2025

Sources: Florida Department of State