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SUMMIT WEALTH ADVISORS LLC - Florida Company Profile

Company Details

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

SUMMIT 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: 24 Apr 2018 (7 years ago)
Document Number: L18000102392
FEI/EIN Number 83-3888932

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

Address: 4830 W. Kennedy Blvd, Suite 800, Tampa, FL, 33609, US
Mail Address: 20154 HERITAGE POINT DR., TAMPA, FL, 33647
ZIP code: 33609
County: Hillsborough
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
WILBUR ERIC Manager 20154 HERITAGE POINT DR., TAMPA, FL, 33647
WILBUR ERIC Agent 20154 HERITAGE POINT DR., TAMPA, FL, 33647

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G20000159788 MY TAMPA MEDICARE ACTIVE 2020-12-16 2025-12-31 - 4830 W. KENNEDY BLVD, SUITE 800, TAMPA, FL, 33609

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2022-04-21 4830 W. Kennedy Blvd, Suite 800, Tampa, FL 33609 -

Documents

Name Date
ANNUAL REPORT 2024-01-27
ANNUAL REPORT 2023-05-01
ANNUAL REPORT 2022-04-21
ANNUAL REPORT 2021-08-24
ANNUAL REPORT 2020-03-18
ANNUAL REPORT 2019-03-10
Florida Limited Liability 2018-04-24

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7797918306 2021-01-28 0455 PPS 20154 Heritage Point Dr, Tampa, FL, 33647-3341
Loan Status Date 2022-03-05
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20832
Loan Approval Amount (current) 20832
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 Tampa, HILLSBOROUGH, FL, 33647-3341
Project Congressional District FL-15
Number of Employees 1
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 17616
Originating Lender Name Seacoast National Bank
Originating Lender Address STUART, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 21049.45
Forgiveness Paid Date 2022-02-18
6102977306 2020-04-30 0455 PPP 20154 Heritage Point Dr., Tampa, FL, 33647-3341
Loan Status Date 2021-05-07
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20800
Loan Approval Amount (current) 20800
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 Tampa, HILLSBOROUGH, FL, 33647-3341
Project Congressional District FL-15
Number of Employees 1
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 17616
Originating Lender Name Seacoast National Bank
Originating Lender Address STUART, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 20998.88
Forgiveness Paid Date 2021-04-23

Date of last update: 01 Apr 2025

Sources: Florida Department of State