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FINANCIAL LEGACY ADVISORS, LLC - Florida Company Profile

Company Details

Entity Name: FINANCIAL LEGACY ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

FINANCIAL LEGACY ADVISORS, 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 Mar 2017 (8 years ago)
Document Number: L17000067646
FEI/EIN Number 82-1054218

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

Address: 725 PRIMERA BLVD, SUITE 110, LAKE MARY, FL, 32746
Mail Address: 643 WHITMAN COVE, LONGWOOD, FL, 32750
ZIP code: 32746
County: Seminole
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
LARSON SHANE E Authorized Person 643 WHITMAN COVE, LONGWOOD, FL, 32750
LARSON SHANE E Agent 643 WHITMAN COVE, LONGWOOD, FL, 32750

Documents

Name Date
ANNUAL REPORT 2024-03-01
ANNUAL REPORT 2023-03-24
ANNUAL REPORT 2022-01-28
ANNUAL REPORT 2021-01-08
ANNUAL REPORT 2020-01-14
ANNUAL REPORT 2019-01-16
AMENDED ANNUAL REPORT 2018-04-11
ANNUAL REPORT 2018-03-05
Florida Limited Liability 2017-03-24

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1090967705 2020-05-01 0491 PPP 725 PRIMERA BLVD STE 110, LAKE MARY, FL, 32746
Loan Status Date 2021-04-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 23392
Loan Approval Amount (current) 23392
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 LAKE MARY, SEMINOLE, FL, 32746-0001
Project Congressional District FL-07
Number of Employees 2
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 23601.5
Forgiveness Paid Date 2021-03-29

Date of last update: 02 Apr 2025

Sources: Florida Department of State