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CALLAHAN WEALTH MANAGEMENT AND INSURANCE SERVICES LLC - Florida Company Profile

Company Details

Entity Name: CALLAHAN WEALTH MANAGEMENT AND INSURANCE SERVICES LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

CALLAHAN WEALTH MANAGEMENT AND INSURANCE SERVICES 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: 18 Jun 2015 (10 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 03 May 2021 (4 years ago)
Document Number: L15000109533
FEI/EIN Number 47-4602142

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

Address: 1700 N. MCMULLEN BOOTH RD, CLEARWATER, FL, 33759, US
Mail Address: 1700 N. MCMULLEN BOOTH RD, CLEARWATER, FL, 33759, US
ZIP code: 33759
County: Pinellas
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
CALLAHAN JEFFREY P Agent 2362 Podocarpus Way, Clearwater, FL, 33759
CALLAHAN JEFFREY P Manager 2362 PODOCARPUS WAY, CLEARWATER, FL, 33759
CALLAHAN DENISE G Vice President 2362 PODOCARPUS WAY, CLEARWATER, FL, 33759

Events

Event Type Filed Date Value Description
LC AMENDMENT 2021-05-03 - -
REGISTERED AGENT ADDRESS CHANGED 2018-01-15 2362 Podocarpus Way, Clearwater, FL 33759 -
CHANGE OF PRINCIPAL ADDRESS 2016-07-20 1700 N. MCMULLEN BOOTH RD, STE D-2, CLEARWATER, FL 33759 -
CHANGE OF MAILING ADDRESS 2016-07-20 1700 N. MCMULLEN BOOTH RD, STE D-2, CLEARWATER, FL 33759 -

Documents

Name Date
ANNUAL REPORT 2025-01-22
ANNUAL REPORT 2024-02-14
ANNUAL REPORT 2023-01-27
ANNUAL REPORT 2022-01-21
LC Amendment 2021-05-03
ANNUAL REPORT 2021-02-26
ANNUAL REPORT 2020-01-13
ANNUAL REPORT 2019-01-29
ANNUAL REPORT 2018-01-15
ANNUAL REPORT 2017-01-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6623397304 2020-04-30 0455 PPP 1700 N MCMULLEN BOOTH RD STE D2, CLEARWATER, FL, 33759-2129
Loan Status Date 2021-02-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 29926
Loan Approval Amount (current) 29926
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CLEARWATER, PINELLAS, FL, 33759-2129
Project Congressional District FL-13
Number of Employees 4
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 30136.71
Forgiveness Paid Date 2021-01-14

Date of last update: 01 Apr 2025

Sources: Florida Department of State