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DAVIS PRIVATE WEALTH, LLC - Florida Company Profile

Company Details

Entity Name: DAVIS PRIVATE WEALTH, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

DAVIS PRIVATE WEALTH, 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: 26 Oct 2016 (8 years ago)
Last Event: LC STMNT OF RA/RO CHG
Event Date Filed: 21 Dec 2016 (8 years ago)
Document Number: L16000197442
FEI/EIN Number 81-4270853

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

Address: 9100 Belvedere Road, Suite 209, Royal Palm Beach, FL, 33411, US
Mail Address: 9100 Belvedere Road, Suite 209, Royal Palm Beach, FL, 33411, US
ZIP code: 33411
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DAVIS PRIVATE WEALTH, LLC 401(K) PLAN 2023 814270853 2024-02-24 DAVIS PRIVATE WEALTH, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 5612848999
Plan sponsor’s address 9100 BELVEDERE RD, SUITE 209, ROYAL PALM BEACH, FL, 33411

Key Officers & Management

Name Role Address
DAVIS JOSHUA Manager 9100 Belvedere Road, Royal Palm Beach, FL, 33411
DAVIS JOSHUA Agent 9100 Belvedere Road, Royal Palm Beach, FL, 33411

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2024-01-23 9100 Belvedere Road, Suite 209, Royal Palm Beach, FL 33411 -
CHANGE OF PRINCIPAL ADDRESS 2023-11-27 9100 Belvedere Road, Suite 209, Royal Palm Beach, FL 33411 -
CHANGE OF MAILING ADDRESS 2023-11-27 9100 Belvedere Road, Suite 209, Royal Palm Beach, FL 33411 -
LC STMNT OF RA/RO CHG 2016-12-21 - -
REGISTERED AGENT NAME CHANGED 2016-12-21 DAVIS, JOSHUA -

Documents

Name Date
ANNUAL REPORT 2025-01-30
ANNUAL REPORT 2024-01-23
ANNUAL REPORT 2023-01-18
ANNUAL REPORT 2022-02-11
ANNUAL REPORT 2021-01-13
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-01-14
ANNUAL REPORT 2018-01-22
ANNUAL REPORT 2017-01-03
CORLCRACHG 2016-12-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1669267706 2020-05-01 0455 PPP 1035 S STATE ROAD 7 STE 315-14, WELLINGTON, FL, 33414
Loan Status Date 2020-08-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 12505
Loan Approval Amount (current) 12505
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WELLINGTON, PALM BEACH, FL, 33414
Project Congressional District FL-20
Number of Employees 1
NAICS code 523930
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount -
Forgiveness Paid Date -

Date of last update: 01 Mar 2025

Sources: Florida Department of State