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COASTAL WAY FINANCIAL GROUP, LLC - Florida Company Profile

Company Details

Entity Name: COASTAL WAY FINANCIAL GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

COASTAL WAY FINANCIAL GROUP, 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: 24 Aug 2016 (9 years ago)
Last Event: LC AMENDMENT AND NAME CHANGE
Event Date Filed: 20 Jun 2017 (8 years ago)
Document Number: L16000159245
FEI/EIN Number 81-3694462

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

Address: 900 N. Olive Avenue, WEST PALM BEACH, FL, 33401, US
Mail Address: 900 N. Olive Avenue, WEST PALM BEACH, FL, 33401, US
ZIP code: 33401
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
KLEINMAN ANDREW L Manager 900 N. Olive Avenue, WEST PALM BEACH, FL, 33401
ORLANDO JESSICA Agent 900 N. Olive Avenue, WEST PALM BEACH, FL, 33401

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2019-02-05 900 N. Olive Avenue, WEST PALM BEACH, FL 33401 -
CHANGE OF MAILING ADDRESS 2019-02-05 900 N. Olive Avenue, WEST PALM BEACH, FL 33401 -
REGISTERED AGENT ADDRESS CHANGED 2019-02-05 900 N. Olive Avenue, WEST PALM BEACH, FL 33401 -
LC AMENDMENT AND NAME CHANGE 2017-06-20 COASTAL WAY FINANCIAL GROUP, LLC -
REGISTERED AGENT NAME CHANGED 2017-06-20 ORLANDO, JESSICA -

Documents

Name Date
ANNUAL REPORT 2024-04-03
ANNUAL REPORT 2023-04-27
ANNUAL REPORT 2022-04-05
ANNUAL REPORT 2021-03-24
ANNUAL REPORT 2020-06-29
ANNUAL REPORT 2019-02-05
ANNUAL REPORT 2018-02-01
LC Amendment and Name Change 2017-06-20
ANNUAL REPORT 2017-03-14
Florida Limited Liability 2016-08-24

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7584597110 2020-04-14 0455 PPP 900 North Olive Avenue, WEST PALM BEACH, FL, 33401
Loan Status Date 2021-06-30
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 8332
Loan Approval Amount (current) 8332
Undisbursed Amount 0
Franchise Name -
Lender Location ID 29805
Servicing Lender Name TD Bank, National Association
Servicing Lender Address 2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Unanswered
Project Address WEST PALM BEACH, PALM BEACH, FL, 33401-0002
Project Congressional District FL-22
Number of Employees 1
NAICS code 523930
Borrower Race American Indian or Alaska Native
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 29805
Originating Lender Name TD Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 8420.87
Forgiveness Paid Date 2021-05-14

Date of last update: 02 Apr 2025

Sources: Florida Department of State