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RB ADVISORY LLC - Florida Company Profile

Company Details

Entity Name: RB ADVISORY LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

RB ADVISORY 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: 04 Mar 2016 (9 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 18 Apr 2016 (9 years ago)
Document Number: L16000045459
FEI/EIN Number NOT APPLICABLE

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

Address: 163 E Morse Blvd, Winter Park, FL, 32789, US
Mail Address: P.O.Box 1347, Winter Park, FL, 32790, US
ZIP code: 32789
County: Orange
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RB ADVISORY, LLC 401(K) PLAN 2022 811825011 2023-10-16 RB ADVISORY, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541990
Sponsor’s telephone number 9543306015
Plan sponsor’s address 153 EAST MORSE BLVD., SUITE 200, WINTER PARK, FL, 32789

Signature of

Role Plan administrator
Date 2023-10-16
Name of individual signing REGINE BONNEAU
Valid signature Filed with authorized/valid electronic signature
RB ADVISORY, LLC 401(K) PLAN 2021 811825011 2022-10-05 RB ADVISORY, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541990
Sponsor’s telephone number 9543306015
Plan sponsor’s address 153 EAST MORSE, BLVD. SUITE 200, WINTER PARK, FL, 32789

Signature of

Role Plan administrator
Date 2022-10-05
Name of individual signing REGINE BONNEAU
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
BONNEAU LUDE R Authorized Member 163 E Morse Blvd, Winter Park, FL, 32789
BONNEAU LUDE R Agent 163 E Morse Blvd, Winter Park, FL, 32789

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G22000006979 BONNEAU TECHNOLOGY PARTNERS ACTIVE 2022-01-19 2027-12-31 - 163 EAST MORSE BLVD, SUITE 200, WINTER PARK, FL, 32789

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-01-12 163 E Morse Blvd, STE 220, Winter Park, FL 32789 -
REGISTERED AGENT ADDRESS CHANGED 2023-01-12 163 E Morse Blvd, STE 220, Winter Park, FL 32789 -
CHANGE OF MAILING ADDRESS 2019-04-26 163 E Morse Blvd, STE 220, Winter Park, FL 32789 -
LC AMENDMENT 2016-04-18 - -
LC AMENDMENT AND NAME CHANGE 2016-03-25 RB ADVISORY LLC -

Documents

Name Date
ANNUAL REPORT 2025-01-30
ANNUAL REPORT 2024-01-30
ANNUAL REPORT 2023-01-12
ANNUAL REPORT 2022-01-19
ANNUAL REPORT 2021-01-08
ANNUAL REPORT 2020-03-23
ANNUAL REPORT 2019-04-26
ANNUAL REPORT 2018-01-18
ANNUAL REPORT 2017-04-30
LC Amendment 2016-04-18

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1515948005 2020-06-22 0491 PPP PO BOX 1347, WINTER PARK, FL, 32789
Loan Status Date 2021-09-29
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20833.32
Loan Approval Amount (current) 20833.32
Undisbursed Amount 0
Franchise Name -
Lender Location ID 67422
Servicing Lender Name First Horizon Bank
Servicing Lender Address 165 Madison Ave, MEMPHIS, TN, 38103-2723
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address WINTER PARK, ORANGE, FL, 32789-0902
Project Congressional District FL-10
Number of Employees 10
NAICS code 541512
Borrower Race Black or African American
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 78586
Originating Lender Name IberiaBank, A Division of First Horizon Bank
Originating Lender Address Lafayette, LA
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 21074.64
Forgiveness Paid Date 2021-08-24
1324968901 2021-04-24 0491 PPS 163 E Morse Blvd Ste 200, Winter Park, FL, 32789-7400
Loan Status Date 2021-09-29
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20832
Loan Approval Amount (current) 20832
Undisbursed Amount 0
Franchise Name -
Lender Location ID 67422
Servicing Lender Name First Horizon Bank
Servicing Lender Address 165 Madison Ave, MEMPHIS, TN, 38103-2723
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Winter Park, ORANGE, FL, 32789-7400
Project Congressional District FL-10
Number of Employees 4
NAICS code 541519
Borrower Race Black or African American
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 67422
Originating Lender Name First Horizon Bank
Originating Lender Address MEMPHIS, TN
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 20893.34
Forgiveness Paid Date 2021-08-23

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P2211012 RB ADVISORY LLC - FTKVN8TGKR85 163 E MORSE BLVD STE 200, WINTER PARK, FL, 32789-7415
Capabilities Statement Link -
Phone Number 954-330-6015
Fax Number -
E-mail Address rbonneau@rbadvisoryllc.com
WWW Page https://rbadvisoryllc.com
E-Commerce Website https://www.rbadvisoryllc.com
Contact Person LUDE REGINE BONNEAU
County Code (3 digit) 095
Congressional District 10
Metropolitan Statistical Area 5960
CAGE Code 843K1
Year Established 2016
Accepts Government Credit Card Yes
Legal Structure LLC
Ownership and Self-Certifications Black American, Self-Certified Small Disadvantaged Business, Women-Owned Small Business, Woman Owned
Business Development Servicing Office NORTH FLORIDA DISTRICT OFFICE (SBA office code 0491)
Capabilities Narrative RB Advisory provides security assessment, cyber risk management plan, forensic audit, compliance review or privacy consultation. RB Advisory’s team of professionals will ensure that you will receive a tailor-made solution that meets your company’s goals. Your company is unique, and one size fits all security and risk management solutions will not address your needs.
Special Equipment/Materials Please find us in CyberAB.org marketplace as your go to RPO and RP. No company too large or too small. We help protect your company from cyber threats both internally and externally. We do cyber awareness and training in person or virtually.
Business Type Percentages Service (100 %)
Keywords Cybersecurity, risk assessments, compliance, privacy, engineering service, registered provider organization, registered practitioner, risk management framework, cyber, security, penetration testing, information technology, staffing, data privacy, cmmc readiness, vulnerability assessment, RPO, RP, accreditation, attestation, ATO, certification, cyber training
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals

Name Lude Regine Bonneau
Role Owner

SBA Federal Certifications

HUBZone Certified No
Women Owned Certified Yes
Women Owned Pending No
Economically Disadvantaged Women Owned Certified Yes
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels

Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 541611
NAICS Code's Description Administrative Management and General Management Consulting Services
Buy Green Yes
Code 541330
NAICS Code's Description Engineering ServicesGeneral $22.50m Small Business Size Standard: [Yes]Special $41.50m Military and Aerospace Equipment and Military Weapons: [Yes]Special $41.50m Contracts and Subcontracts for Engineering Services Awarded Under the National Energy Policy Act of 1992: [Yes]Special $41.50m Marine Engineering and Naval Architecture: [Yes] (4)
Buy Green Yes
Code 541519
NAICS Code's Description Other Computer Related ServicesGeneral $30.00m Small Business Size Standard: [Yes]Special 150 Employees Information Technology Value Added Resellers: [Yes] (4)
Buy Green Yes
Code 541690
NAICS Code's Description Other Scientific and Technical Consulting Services
Buy Green Yes
Code 541990
NAICS Code's Description All Other Professional, Scientific and Technical Services
Buy Green Yes
Code 611420
NAICS Code's Description Computer Training
Buy Green Yes

Export Profile (Trade Mission Online)

Exporter No
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Performance History (References)

Name AVT Simulation - Attestation, policies
Contract SCIF Build Out
Start 2020-05-01
End 2020-09-01
Value $100,000
Name Crosswork Technologies Inc Security Risk Assessment, NIST 800-171, CMMC
Contract MSP assessment
Start 2018-01-10
Value $90,000
Name Cole Engineering POAM update, policies update and mapping, DCAA
Contract CMMCAudit Assessment
Start 2021-05-01
End 2021-07-01
Value $40,000

Date of last update: 03 Apr 2025

Sources: Florida Department of State