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PALACIOS WEALTH MANAGEMENT, LLC

Company Details

Entity Name: PALACIOS WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 03 Oct 2014 (10 years ago)
Document Number: L14000154678
FEI/EIN Number 47-2004231
Address: 595 W. Granada Blvd., Ste. K, Ormond Beach, FL 32174
Mail Address: 595 W. Granada Blvd., Ste. K, Ormond Beach, FL 32174
ZIP code: 32174
County: Volusia
Place of Formation: FLORIDA

Agent

Name Role Address
PALACIOS, ERICK J Agent 595 W. Granada Blvd., Ste. K, Ormond Beach, FL 32174

President

Name Role Address
Palacios, Erick J President 595 W. Granada Blvd., Ste. K Ormond Beach, FL 32174

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G23000091856 PLAN TO PROSPER WEALTH MANAGEMENT ACTIVE 2023-08-07 2028-12-31 No data 595 W. GRANADA BLVD., STE. K, ORMOND BEACH, FL, 32174

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2024-01-07 595 W. Granada Blvd., Ste. K, Ormond Beach, FL 32174 No data
CHANGE OF PRINCIPAL ADDRESS 2023-08-09 595 W. Granada Blvd., Ste. K, Ormond Beach, FL 32174 No data
CHANGE OF MAILING ADDRESS 2023-08-09 595 W. Granada Blvd., Ste. K, Ormond Beach, FL 32174 No data

Documents

Name Date
ANNUAL REPORT 2025-01-05
ANNUAL REPORT 2024-01-07
ANNUAL REPORT 2023-01-03
ANNUAL REPORT 2022-01-05
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-01-07
ANNUAL REPORT 2019-02-05
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-03-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4909368004 2020-06-26 0491 PPP 101 2nd Street Ste. 402, Holly Hill, FL, 32117-4903
Loan Status Date 2022-03-23
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 6250
Loan Approval Amount (current) 6250
Undisbursed Amount 0
Franchise Name -
Lender Location ID 456756
Servicing Lender Name Cross River Bank
Servicing Lender Address 885 Teaneck Rd, TEANECK, NJ, 07666-4546
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Holly Hill, VOLUSIA, FL, 32117-4903
Project Congressional District FL-06
Number of Employees 1
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Self-Employed Individuals
Originating Lender ID 529113
Originating Lender Name Kabbage, Inc.
Originating Lender Address Atlanta, GA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 6319.18
Forgiveness Paid Date 2021-08-05

Date of last update: 20 Feb 2025

Sources: Florida Department of State