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GLOBAL FINANCIAL PRIVATE CLIENT, LLC. - Florida Company Profile

Company Details

Entity Name: GLOBAL FINANCIAL PRIVATE CLIENT, LLC.
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

GLOBAL FINANCIAL PRIVATE CLIENT, 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 Sep 2017 (8 years ago)
Document Number: L17000188502
FEI/EIN Number 82-2706127

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

Address: 6000 Cattleridge Drive, #200, SARASOTA, FL, 34232, US
Mail Address: po box 2541, SARASOTA, FL, 34230, US
ZIP code: 34232
County: Sarasota
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
2023568 6000 CATTLERIDGE DRIVE, SUITE 200, SARASOTA, FL, 34232 6000 CATTLERIDGE DRIVE, SUITE 200, SARASOTA, FL, 34232 941-441-1624

Filings since 2024-10-07

Form type 13F-HR
File number 028-24180
Filing date 2024-10-07
Reporting date 2024-09-30
File View File

Filings since 2024-08-22

Form type N-PX
File number 028-24180
Filing date 2024-08-22
Reporting date 2024-06-30
File View File

Filings since 2024-07-29

Form type 13F-HR
File number 028-24180
Filing date 2024-07-29
Reporting date 2024-06-30
File View File

Filings since 2024-05-16

Form type 13F-HR
File number 028-24180
Filing date 2024-05-16
Reporting date 2024-03-31
File View File

Filings since 2024-05-16

Form type 13F-HR
File number 028-24180
Filing date 2024-05-16
Reporting date 2023-12-31
File View File

Filings since 2024-05-16

Form type 13F-HR
File number 028-24180
Filing date 2024-05-16
Reporting date 2023-09-30
File View File

Filings since 2024-05-16

Form type 13F-HR
File number 028-24180
Filing date 2024-05-16
Reporting date 2023-06-30
File View File

Filings since 2024-05-16

Form type 13F-HR
File number 028-24180
Filing date 2024-05-16
Reporting date 2023-03-31
File View File

Filings since 2024-05-16

Form type 13F-HR
File number 028-24180
Filing date 2024-05-16
Reporting date 2022-12-31
File View File

Filings since 2024-05-16

Form type 13F-HR
File number 028-24180
Filing date 2024-05-16
Reporting date 2022-09-30
File View File

Filings since 2024-05-16

Form type 13F-HR
File number 028-24180
Filing date 2024-05-16
Reporting date 2022-06-30
File View File

Filings since 2024-05-16

Form type 13F-HR
File number 028-24180
Filing date 2024-05-16
Reporting date 2022-03-31
File View File

Filings since 2024-05-16

Form type 13F-HR
File number 028-24180
Filing date 2024-05-16
Reporting date 2021-12-31
File View File

Filings since 2024-05-16

Form type 13F-HR
File number 028-24180
Filing date 2024-05-16
Reporting date 2021-09-30
File View File

Filings since 2024-05-16

Form type 13F-HR
File number 028-24180
Filing date 2024-05-16
Reporting date 2021-06-30
File View File

Filings since 2024-05-16

Form type 13F-HR
File number 028-24180
Filing date 2024-05-16
Reporting date 2021-03-31
File View File

Filings since 2024-05-16

Form type 13F-HR
File number 028-24180
Filing date 2024-05-16
Reporting date 2020-12-31
File View File

Filings since 2024-05-16

Form type 13F-HR
File number 028-24180
Filing date 2024-05-16
Reporting date 2020-09-30
File View File

Filings since 2024-05-16

Form type 13F-HR
File number 028-24180
Filing date 2024-05-16
Reporting date 2020-06-30
File View File

Filings since 2024-05-15

Form type 13F-HR
File number 028-24180
Filing date 2024-05-15
Reporting date 2020-03-31
File View File

Filings since 2024-05-15

Form type 13F-HR
File number 028-24180
Filing date 2024-05-15
Reporting date 2019-12-31
File View File

Key Officers & Management

Name Role Address
FRAZIER GEOFFREY A Manager 6000 Cattleridge Drive, #200, SARASOTA, FL, 34232
MORAN JOHN AESQ Agent 22 S LINKS AVE STE 300, SARASOTA, FL, 34236

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-11-29 6000 Cattleridge Drive, #200, SARASOTA, FL 34232 -
CHANGE OF MAILING ADDRESS 2020-03-10 6000 Cattleridge Drive, #200, SARASOTA, FL 34232 -

Documents

Name Date
ANNUAL REPORT 2024-02-14
ANNUAL REPORT 2023-02-23
ANNUAL REPORT 2022-02-09
ANNUAL REPORT 2021-01-13
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-01-15
ANNUAL REPORT 2018-03-23
Florida Limited Liability 2017-09-05

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3282337109 2020-04-11 0455 PPP 2080 RINGLING BLVD Second Floor, SARASOTA, FL, 34237-7002
Loan Status Date 2022-02-02
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 36778
Loan Approval Amount (current) 36778
Undisbursed Amount 0
Franchise Name -
Lender Location ID 17616
Servicing Lender Name Seacoast National Bank
Servicing Lender Address 815 Colorado Ave, STUART, FL, 34994-3053
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address SARASOTA, SARASOTA, FL, 34237-7002
Project Congressional District FL-17
Number of Employees 4
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 444142
Originating Lender Name Seacoast National Bank
Originating Lender Address Sarasota, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 37103.89
Forgiveness Paid Date 2021-03-05
3480558309 2021-01-22 0455 PPS 6000 Cattleridge Dr Ste 200, Sarasota, FL, 34232-6064
Loan Status Date 2021-10-23
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 36777
Loan Approval Amount (current) 36777
Undisbursed Amount 0
Franchise Name -
Lender Location ID 17616
Servicing Lender Name Seacoast National Bank
Servicing Lender Address 815 Colorado Ave, STUART, FL, 34994-3053
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Sarasota, SARASOTA, FL, 34232-6064
Project Congressional District FL-17
Number of Employees 3
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 444142
Originating Lender Name Seacoast National Bank
Originating Lender Address Sarasota, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 36962.93
Forgiveness Paid Date 2021-07-28

Date of last update: 01 Apr 2025

Sources: Florida Department of State