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LIFECYCLE WEALTH MANAGEMENT LLC - Florida Company Profile

Company Details

Entity Name: LIFECYCLE WEALTH MANAGEMENT LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

LIFECYCLE WEALTH MANAGEMENT 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: 07 Dec 2016 (8 years ago)
Document Number: L16000221700
FEI/EIN Number 81-4652478

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

Address: 2475 E. Nine Mile Road, Pensacola, FL, 32514, US
Mail Address: PO Box 10216, Pensacola, FL, 32524, US
ZIP code: 32514
County: Escambia
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
GATES JUSTIN K Manager 2475 E. Nine Mile Road, Pensacola, FL, 32514
GATES JUSTIN K Agent 2475 E. Nine Mile Road, Pensacola, FL, 32514

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G21000116836 LIFECYCLE TAX ADVISORS ACTIVE 2021-09-11 2026-12-31 - PO BOX 10216, PENSACOLA, FL, 32514
G21000028860 LIFECYCLE TAX AND WEALTH MANAGEMENT FWB ACTIVE 2021-03-01 2026-12-31 - PO BOX 10216, PENSACOLA, FL, 32524

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-04-16 2475 E. Nine Mile Road, Suite F, Pensacola, FL 32514 -
REGISTERED AGENT ADDRESS CHANGED 2024-04-16 2475 E. Nine Mile Road, Suite F, Pensacola, FL 32514 -
CHANGE OF MAILING ADDRESS 2023-01-26 2475 E. Nine Mile Road, Suite F, Pensacola, FL 32514 -
REGISTERED AGENT NAME CHANGED 2019-01-23 GATES, JUSTIN K -

Documents

Name Date
ANNUAL REPORT 2024-04-16
ANNUAL REPORT 2023-01-26
ANNUAL REPORT 2022-03-06
ANNUAL REPORT 2021-01-30
ANNUAL REPORT 2020-01-18
ANNUAL REPORT 2019-01-23
ANNUAL REPORT 2018-02-12
Florida Limited Liability 2016-12-07

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4870528409 2021-02-07 0491 PPP 2475 E Nine Mile Rd Ste B, Pensacola, FL, 32514-7796
Loan Status Date 2021-08-17
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 2790
Loan Approval Amount (current) 2790
Undisbursed Amount 0
Franchise Name -
Lender Location ID 19248
Servicing Lender Name Synovus Bank
Servicing Lender Address 1148 Broadway, COLUMBUS, GA, 31901-2429
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Pensacola, ESCAMBIA, FL, 32514-7796
Project Congressional District FL-01
Number of Employees 2
NAICS code 541219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 19248
Originating Lender Name Synovus Bank
Originating Lender Address COLUMBUS, GA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 2803.3
Forgiveness Paid Date 2021-08-04

Date of last update: 01 Apr 2025

Sources: Florida Department of State