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KASE WEALTH ADVISORS, LLC - Florida Company Profile

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Company Details

Entity Name: KASE WEALTH ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 21 Oct 2014 (11 years ago)
Document Number: L14000164340
FEI/EIN Number 47-2137949
Address: 4302 Henderson Boulevard, TAMPA, FL, 33629, US
Mail Address: 4302 Henderson Boulevard, TAMPA, FL, 33629, US
ZIP code: 33629
City: Tampa
County: Hillsborough
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
GLASER KEITH L Manager 4302 Henderson Boulevard, TAMPA, FL, 33629
JACKSON SCOTT C Manager 4302 Henderson Boulevard, TAMPA, FL, 33629
GLASER KEITH L Agent 4302 Henderson Boulevard, TAMPA, FL, 33629

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2018-04-18 4302 Henderson Boulevard, Suite #201, TAMPA, FL 33629 -
CHANGE OF MAILING ADDRESS 2018-04-18 4302 Henderson Boulevard, Suite #201, TAMPA, FL 33629 -
REGISTERED AGENT ADDRESS CHANGED 2018-04-18 4302 Henderson Boulevard, Suite #201, TAMPA, FL 33629 -

Documents

Name Date
ANNUAL REPORT 2024-02-22
ANNUAL REPORT 2023-04-26
ANNUAL REPORT 2022-03-19
ANNUAL REPORT 2021-04-15
ANNUAL REPORT 2020-06-09
ANNUAL REPORT 2019-04-24
ANNUAL REPORT 2018-04-18
ANNUAL REPORT 2017-01-24
ANNUAL REPORT 2016-04-26
ANNUAL REPORT 2015-03-02

USAspending Awards / Financial Assistance

Date:
2021-03-13
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:
13337.00
Total Face Value Of Loan:
13337.00
Date:
2020-05-02
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:
12905.00
Total Face Value Of Loan:
12905.00

Paycheck Protection Program

Jobs Reported:
1
Initial Approval Amount:
$12,905
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$12,905
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$13,019.88
Servicing Lender:
JPMorgan Chase Bank, National Association
Use of Proceeds:
Payroll: $12,905
Jobs Reported:
1
Initial Approval Amount:
$13,337
Date Approved:
2021-03-13
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$13,337
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$13,401.63
Servicing Lender:
JPMorgan Chase Bank, National Association
Use of Proceeds:
Payroll: $13,335
Utilities: $1

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Date of last update: 01 Jul 2025

Sources: Florida Department of State