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SOLUTIONS GROUP WEALTH MANAGEMENT LLC - Florida Company Profile

Company Details

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

SOLUTIONS GROUP 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: 08 Dec 2017 (7 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 22 Oct 2021 (4 years ago)
Document Number: L17000251962
FEI/EIN Number 82-3650174

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

Address: 1275 LAKE HEATHROW LANE, LAKE MARY, FL, 32746, US
Mail Address: 1275 LAKE HEATHROW LANE, LAKE MARY, FL, 32746, US
ZIP code: 32746
County: Seminole
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
GREEN NATHAN B Authorized Member 1275 LAKE HEATHROW LANE, LAKE MARY, FL, 32746
CREWS ROBERT M Authorized Member 2152 ALAQUA DR, LONGWOOD, FL, 32779
BUCKLEY CARLTON A Authorized Member 1275 LAKE HEATHROW LANE, LAKE MARY, FL, 32746
SOLUTIONS GROUP ACCOUNTING FIRM INC. Agent -

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-01-08 1275 LAKE HEATHROW LANE, SUITE 201, LAKE MARY, FL 32746 -
CHANGE OF MAILING ADDRESS 2024-01-08 1275 LAKE HEATHROW LANE, SUITE 201, LAKE MARY, FL 32746 -
REGISTERED AGENT ADDRESS CHANGED 2023-02-06 1275 LAKE HEATHROW LANE, LAKE MARY, FL 32746 -
REGISTERED AGENT NAME CHANGED 2022-03-01 Solutions Group Accounting Firm Inc -
LC AMENDMENT 2021-10-22 - -
REINSTATEMENT 2019-10-16 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2019-09-27 - -

Documents

Name Date
ANNUAL REPORT 2024-01-08
ANNUAL REPORT 2023-02-06
ANNUAL REPORT 2022-03-01
LC Amendment 2021-10-22
ANNUAL REPORT 2021-01-12
ANNUAL REPORT 2020-03-19
REINSTATEMENT 2019-10-16
ANNUAL REPORT 2018-04-27
Florida Limited Liability 2017-12-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2574097400 2020-05-06 0491 PPP 1404 RONALD REAGAN BLVD, LONGWOOD, FL, 32750
Loan Status Date 2021-06-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 9095
Loan Approval Amount (current) 9095
Undisbursed Amount 0
Franchise Name -
Lender Location ID 123987
Servicing Lender Name Cogent Bank
Servicing Lender Address 420 S Orange Ave, Ste 150, ORLANDO, FL, 32801
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address LONGWOOD, SEMINOLE, FL, 32750-2600
Project Congressional District FL-07
Number of Employees 3
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 123987
Originating Lender Name Cogent Bank
Originating Lender Address ORLANDO, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 9187.47
Forgiveness Paid Date 2021-05-13

Date of last update: 01 Apr 2025

Sources: Florida Department of State