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MARCHITTO WEALTH ADVISORS LLC - Florida Company Profile

Company Details

Entity Name: MARCHITTO WEALTH ADVISORS LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

MARCHITTO WEALTH 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: 05 May 2017 (8 years ago)
Document Number: L17000100067
FEI/EIN Number 82-1424612

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

Address: 2720 OLD FLORIDA TRAIL, WILTON MANORS, FL, 33334, US
Mail Address: 2720 OLD FLORIDA TRAIL, WILTON MANORS, FL, 33334, US
ZIP code: 33334
County: Broward
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LINCOLN FINANCIAL ADVISORS 401(K) PLAN 2023 821424612 2024-10-11 MARCHITTO WEALTH ADVISORS LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 523110
Sponsor’s telephone number 9545548220
Plan sponsor’s address 2720 OLD FLORIDA TRL, WILTON MANORS, FL, 33334

Signature of

Role Plan administrator
Date 2024-10-11
Name of individual signing JEFFREY MARCHITTO
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
MARCHITTO JEFFREY Authorized Member 2720 OLD FLORIDA TRAIL, WILTON MANORS, FL, 33334
MARCHITTO JEFFREY Agent 2720 OLD FLORIDA TRAIL, WILTON MANORS, FL, 33334

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2025-02-05 811 SE 6th Ave, Pompano Beach, FL 33060 -
CHANGE OF MAILING ADDRESS 2025-02-05 811 SE 6th Ave, Pompano Beach, FL 33060 -
REGISTERED AGENT ADDRESS CHANGED 2025-02-05 811 SE 6th Ave, Pompano Beach, FL 33060 -

Documents

Name Date
ANNUAL REPORT 2025-02-05
ANNUAL REPORT 2024-02-26
ANNUAL REPORT 2023-03-20
ANNUAL REPORT 2022-02-06
ANNUAL REPORT 2021-02-07
ANNUAL REPORT 2020-06-22
ANNUAL REPORT 2019-06-20
ANNUAL REPORT 2018-01-22
Florida Limited Liability 2017-05-05

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9615807703 2020-05-01 0455 PPP 2720 Old Florida Trl, Wilton Manors, FL, 33334-2627
Loan Status Date 2021-05-15
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 8084.55
Loan Approval Amount (current) 8084.55
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 N
Business Age Description Existing or more than 2 years old
Project Address Wilton Manors, BROWARD, FL, 33334-2627
Project Congressional District FL-23
Number of Employees 2
NAICS code 523930
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 8158.97
Forgiveness Paid Date 2021-04-08
4429858707 2021-04-01 0455 PPS 2720 Old Florida Trl, Wilton Manors, FL, 33334-2627
Loan Status Date 2022-03-17
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 11460
Loan Approval Amount (current) 11460
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 Wilton Manors, BROWARD, FL, 33334-2627
Project Congressional District FL-23
Number of Employees 2
NAICS code 523930
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 11557.02
Forgiveness Paid Date 2022-02-10

Date of last update: 02 Apr 2025

Sources: Florida Department of State