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THEOBALD - BASCOM GROUP, LLC - Florida Company Profile

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Company Details

Entity Name: THEOBALD - BASCOM GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 15 Dec 2015 (10 years ago)
Document Number: L15000208421
FEI/EIN Number 81-0842173
Address: 2932 Wellington Circle, Suite A, Tallahassee, FL, 32309, US
Mail Address: 2932 Wellington Circle, Suite A, Tallahassee, FL, 32309, US
ZIP code: 32309
City: Tallahassee
County: Leon
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
BASCOM ANDREW Manager 2932 Wellington Circle, Tallahassee, FL, 32309
Bascom Andrew Agent 2932 Wellington Circle, Tallahassee, FL, 32309

Form 5500 Series

Employer Identification Number (EIN):
810842173
Plan Year:
2023
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
5
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G18000112400 LUMINOSITY FINANCIAL ACTIVE 2018-10-17 2028-12-31 - 2932 WELLINGTON CIRCLE, SUITE A, TALLAHASSEE, FL, 32309

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-02-25 2932 Wellington Circle, Suite A, Tallahassee, FL 32309 -
CHANGE OF MAILING ADDRESS 2021-02-25 2932 Wellington Circle, Suite A, Tallahassee, FL 32309 -
REGISTERED AGENT ADDRESS CHANGED 2021-02-25 2932 Wellington Circle, Suite A, Tallahassee, FL 32309 -
REGISTERED AGENT NAME CHANGED 2019-03-03 Bascom, Andrew -

Documents

Name Date
ANNUAL REPORT 2024-03-08
ANNUAL REPORT 2023-02-14
ANNUAL REPORT 2022-04-06
ANNUAL REPORT 2021-02-25
ANNUAL REPORT 2020-03-26
ANNUAL REPORT 2019-03-03
ANNUAL REPORT 2018-04-18
ANNUAL REPORT 2017-01-25
Florida Limited Liability 2015-12-15

USAspending Awards / Financial Assistance

Date:
2020-04-16
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:
71500.00
Total Face Value Of Loan:
71500.00

Trademarks

Serial Number:
88726102
Mark:
LUMINOSITY FINANCIAL
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-12-13
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
LUMINOSITY FINANCIAL

Goods And Services

For:
Brokerage in the field of insurance, stocks, and other investment vehicles; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial investment brokerage services; Providing financial services with respect to sec...
First Use:
2019-04-15
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
5
Initial Approval Amount:
$71,500
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$71,500
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$72,157.4
Servicing Lender:
Hancock Whitney Bank
Use of Proceeds:
Payroll: $71,500

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Date of last update: 01 Jul 2025

Sources: Florida Department of State