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CAPITALROCK FINANCIAL, LLC - Florida Company Profile

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Company Details

Entity Name: CAPITALROCK FINANCIAL, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

CAPITALROCK FINANCIAL, 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: Inactive

The business entity is inactive. This status may signal operational issues or voluntary closure, raising concerns about the business's ability to repay loans and requiring careful risk assessment by lenders.

Date Filed: 27 Jul 2015 (10 years ago)
Date of dissolution: 27 Sep 2024 (10 months ago)
Last Event: ADMIN DISSOLUTION FOR ANNUAL REPORT
Event Date Filed: 27 Sep 2024 (10 months ago)
Document Number: L15000127558
FEI/EIN Number 47-4675134

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

Address: 9015 STRADA STELL COURT, UNIT 202/203, NAPLES, FL, 34109, US
Mail Address: 9015 STRADA STELL COURT, UNIT 202/203, NAPLES, FL, 34109, US
ZIP code: 34109
City: Naples
County: Collier
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Simpson Kevin G Owne 9015 STRADA STELL COURT, NAPLES, FL, 34109
Irons JoAnna M Owne 9015 STRADA STELL COURT, NAPLES, FL, 34109
SIMPSON KEVIN Agent 9015 STRADA STELL COURT, NAPLES, FL, 34109

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G17000127528 NAPLES WEALTH PLANNING EXPIRED 2017-11-20 2022-12-31 - 1016 COLLIER CENTER WAY, SUITE 101, NAPLES, FL, 34110

Events

Event Type Filed Date Value Description
ADMIN DISSOLUTION FOR ANNUAL REPORT 2024-09-27 - -
CHANGE OF MAILING ADDRESS 2021-01-31 9015 STRADA STELL COURT, UNIT 202/203, NAPLES, FL 34109 -
REGISTERED AGENT ADDRESS CHANGED 2021-01-31 9015 STRADA STELL COURT, UNIT 202/203, NAPLES, FL 34109 -
CHANGE OF PRINCIPAL ADDRESS 2020-11-11 9015 STRADA STELL COURT, UNIT 202/203, NAPLES, FL 34109 -
LC AMENDMENT 2018-08-07 - -
LC STMNT OF RA/RO CHG 2017-01-17 - -
REGISTERED AGENT NAME CHANGED 2017-01-17 SIMPSON, KEVIN -

Documents

Name Date
ANNUAL REPORT 2023-03-24
ANNUAL REPORT 2022-01-30
ANNUAL REPORT 2021-01-31
ANNUAL REPORT 2020-01-20
ANNUAL REPORT 2019-04-04
LC Amendment 2018-08-07
ANNUAL REPORT 2018-01-15
ANNUAL REPORT 2017-03-14
CORLCRACHG 2017-01-17
ANNUAL REPORT 2016-04-29

Trademarks

Serial Number:
87291988
Mark:
CAPITALROCK FINANCIAL
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2017-01-06
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CAPITALROCK FINANCIAL

Goods And Services

For:
Financial planning
First Use:
2015-06-01
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration

Paycheck Protection Program

Jobs Reported:
6
Initial Approval Amount:
$55,787
Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$55,787
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$56,109.32
Servicing Lender:
First Foundation Bank
Use of Proceeds:
Payroll: $44,630
Utilities: $1,157
Rent: $10,000

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Date of last update: 03 Jul 2025

Sources: Florida Department of State