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RAM WEALTH ADVISORS LLC - Florida Company Profile

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Company Details

Entity Name: RAM WEALTH ADVISORS LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 23 Jul 2015 (10 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 01 Oct 2017 (8 years ago)
Document Number: L15000125913
FEI/EIN Number 47-4610442
Address: 1501 Venera Ave, Suite 210, CORAL GABLES, FL, 33146, US
Mail Address: 1501 Venera Ave, Suite 210, CORAL GABLES, FL, 33146, US
ZIP code: 33146
City: Miami
County: Miami-Dade
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
RAMIREZ GERMAN M Manager 1501 Venera Ave, CORAL GABLES, FL, 33146
RAMIREZ GERMAN Agent 1501 Venera Ave, CORAL GABLES, FL, 33146

Form 5500 Series

Employer Identification Number (EIN):
474610442
Plan Year:
2023
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
2
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G25000081037 CERTA FINANCIAL PLANNING ACTIVE 2025-06-25 2030-12-31 - 1501 VENERA AVE, SUITE 210, CORAL GABLES, FL, 33156
G19000081597 CERTA FINANCIAL PLANNING EXPIRED 2019-07-31 2024-12-31 - 1501 VENERA AVE, SUITE 210, CORAL GABLES, FL, 33146
G19000055842 BLUEPRINT WEALTH ALLIANCE EXPIRED 2019-05-08 2024-12-31 - 2100 PONCE DE LEON BLVD, SUITE 1178, CORAL GABLES, FL, 33134

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2021-04-07 1501 Venera Ave, Suite 210, CORAL GABLES, FL 33146 -
CHANGE OF PRINCIPAL ADDRESS 2021-04-07 1501 Venera Ave, Suite 210, CORAL GABLES, FL 33146 -
CHANGE OF MAILING ADDRESS 2021-04-07 1501 Venera Ave, Suite 210, CORAL GABLES, FL 33146 -
REINSTATEMENT 2017-10-01 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2017-09-22 - -
REGISTERED AGENT NAME CHANGED 2016-10-24 RAMIREZ, GERMAN -
REINSTATEMENT 2016-10-24 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2016-09-23 - -

Documents

Name Date
ANNUAL REPORT 2025-01-29
ANNUAL REPORT 2024-02-19
ANNUAL REPORT 2023-03-17
ANNUAL REPORT 2022-03-24
ANNUAL REPORT 2021-04-07
ANNUAL REPORT 2020-02-13
ANNUAL REPORT 2019-04-05
ANNUAL REPORT 2018-03-12
REINSTATEMENT 2017-10-01
REINSTATEMENT 2016-10-24

USAspending Awards / Financial Assistance

Date:
2020-06-11
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
24900.00
Total Face Value Of Loan:
24900.00
Date:
2020-04-28
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:
15625.00
Total Face Value Of Loan:
15625.00

Trademarks

Serial Number:
88571969
Mark:
CERTA FINANCIAL PLANNING
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2019-08-08
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CERTA FINANCIAL PLANNING

Goods And Services

For:
Financial planning; Insurance agencies; Investment advisory services; Financial services, namely, wealth management services
First Use:
2019-07-15
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
1
Initial Approval Amount:
$15,625
Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$15,625
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
$15,761.72
Servicing Lender:
EverBank National Association
Use of Proceeds:
Payroll: $15,625

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Date of last update: 02 Jul 2025

Sources: Florida Department of State