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WEISER FINANCIAL LLC - Florida Company Profile

Company Details

Entity Name: WEISER FINANCIAL LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

WEISER FINANCIAL 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: 27 Mar 2017 (8 years ago)
Last Event: LC STMNT OF RA/RO CHG
Event Date Filed: 26 Jun 2018 (7 years ago)
Document Number: L17000068577
FEI/EIN Number 82-0985342

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

Mail Address: 6146 KEENES POINTE DRIVE, WINDERMERE, FL, 34786, US
Address: 301 E. PINE STREET, SUITE 800, ORLANDO, FL, 32801, US
ZIP code: 32801
County: Orange
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEISER FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 820985342 2024-04-23 WEISER FINANCIAL LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6099326740
Plan sponsor’s address 301 E PINE STREET, SUITE 800, ORLANDO, FL, 32801

Signature of

Role Plan administrator
Date 2024-04-23
Name of individual signing CORY WEISER
Valid signature Filed with authorized/valid electronic signature
WEISER FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 820985342 2023-04-01 WEISER FINANCIAL LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6099326740
Plan sponsor’s address 301 E PINE STREET, SUITE 800, ORLANDO, FL, 32801

Signature of

Role Plan administrator
Date 2023-04-01
Name of individual signing CORY WEISER
Valid signature Filed with authorized/valid electronic signature
WEISER FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 820985342 2022-03-31 WEISER FINANCIAL LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6099326740
Plan sponsor’s address 301 E PINE STREET, SUITE 800, ORLANDO, FL, 32801

Signature of

Role Plan administrator
Date 2022-03-31
Name of individual signing CORY WEISER
Valid signature Filed with authorized/valid electronic signature
WEISER FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 820985342 2021-05-06 WEISER FINANCIAL LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6099326740
Plan sponsor’s address 301 E PINE STREET, SUITE 800, ORLANDO, FL, 32801

Signature of

Role Plan administrator
Date 2021-05-06
Name of individual signing CORYWEISER
Valid signature Filed with authorized/valid electronic signature
WEISER FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 820985342 2020-04-02 WEISER FINANCIAL LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6099326740
Plan sponsor’s address 301 E PINE STREET, SUITE 800, ORLANDO, FL, 32801

Signature of

Role Plan administrator
Date 2020-04-02
Name of individual signing CORY WEISER
Valid signature Filed with authorized/valid electronic signature
WEISER FINANCIAL LLC 401 K PROFIT SHARING PLAN TRUST 2018 820985342 2019-08-30 WEISER FINANCIAL LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6099326740
Plan sponsor’s address 301 E PINE STREET, SUITE 800, ORLANDO, FL, 32801

Signature of

Role Plan administrator
Date 2019-08-30
Name of individual signing CORY WEISER
Valid signature Filed with authorized/valid electronic signature
WEISER FINANCIAL LLC 401 K PROFIT SHARING PLAN TRUST 2017 820985342 2018-07-06 WEISER FINANCIAL LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6099326740
Plan sponsor’s address 301 E PINE STREET, SUITE 800, ORLANDO, FL, 32801

Signature of

Role Plan administrator
Date 2018-07-06
Name of individual signing CORY WEISER
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
WEISER CORY A Manager 6146 KEENES POINTE DRIVE, WINDERMERE, FL, 34786
WEISER JULIE Manager 6146 KEENES POINTE DRIVE, WINDERMERE, FL, 34786
WEISER CORY A Agent 6146 KEENES POINTE DRIVE, WINDERMERE, FL, 34786

Events

Event Type Filed Date Value Description
LC STMNT OF RA/RO CHG 2018-06-26 - -
REGISTERED AGENT ADDRESS CHANGED 2018-06-26 6146 KEENES POINTE DRIVE, WINDERMERE, FL 34786 -
CHANGE OF MAILING ADDRESS 2018-06-18 301 E. PINE STREET, SUITE 800, ORLANDO, FL 32801 -

Documents

Name Date
ANNUAL REPORT 2024-02-22
AMENDED ANNUAL REPORT 2023-05-07
ANNUAL REPORT 2023-01-26
ANNUAL REPORT 2022-01-27
ANNUAL REPORT 2021-03-16
ANNUAL REPORT 2020-02-12
ANNUAL REPORT 2019-04-15
CORLCRACHG 2018-06-26
ANNUAL REPORT 2018-01-16
Florida Limited Liability 2017-03-27

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6600437300 2020-04-30 0491 PPP 301 E. Pine Street Suite 800, ORLANDO, FL, 32801-2771
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) 39922
Loan Approval Amount (current) 39922
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 Existing or more than 2 years old
Project Address ORLANDO, ORANGE, FL, 32801-2771
Project Congressional District FL-10
Number of Employees 4
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Self-Employed Individuals
Originating Lender ID 29805
Originating Lender Name TD Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 40300.15
Forgiveness Paid Date 2021-04-08

Date of last update: 02 Mar 2025

Sources: Florida Department of State