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FINLEY ALEXANDER WEALTH MANAGEMENT LLC - Florida Company Profile

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Company Details

Entity Name: FINLEY ALEXANDER WEALTH MANAGEMENT LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

FINLEY ALEXANDER 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: 30 Jan 2019 (6 years ago)
Document Number: L19000031343
FEI/EIN Number 83-3357443

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

Address: 3070 Acacia Bay Ave, Wesley Chapel, FL, 33543, US
Mail Address: 3070 Acacia Bay Ave, Wesley Chapel, FL, 33543, US
ZIP code: 33543
County: Pasco
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Lilja Danette Auth Northvale Legal, Monument, CO, 80132
Adams Ashley Agent 3070 Acacia Bay Ave, Wesley Chapel, FL, 33543
Adams ASHLEY Manager 3070 Acacia Bay Ave, Wesley Chapel, FL, 33543

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2025-01-20 3070 Acacia Bay Ave, Wesley Chapel, FL 33543 -
CHANGE OF MAILING ADDRESS 2025-01-20 3070 Acacia Bay Ave, Wesley Chapel, FL 33543 -
REGISTERED AGENT ADDRESS CHANGED 2025-01-20 3070 Acacia Bay Ave, Wesley Chapel, FL 33543 -
CHANGE OF PRINCIPAL ADDRESS 2023-01-26 8875 Hidden River Parkway, Ste 300, Tampa, FL 33637 -
REGISTERED AGENT ADDRESS CHANGED 2023-01-26 8875 Hidden River Parkway, Ste 300, Tampa, FL 33637 -
CHANGE OF MAILING ADDRESS 2023-01-26 8875 Hidden River Parkway, Ste 300, Tampa, FL 33637 -
REGISTERED AGENT NAME CHANGED 2023-01-26 Adams, Ashley -

Documents

Name Date
ANNUAL REPORT 2025-01-20
ANNUAL REPORT 2024-03-22
ANNUAL REPORT 2023-01-26
ANNUAL REPORT 2022-01-27
ANNUAL REPORT 2021-01-15
ANNUAL REPORT 2020-01-14
Florida Limited Liability 2019-01-30

Trademarks

Serial Number:
97497339
Mark:
TAX TOW TRUCK
Status:
ABANDONED - AFTER PUBLICATION
Mark Type:
SERVICE MARK
Application Filing Date:
2022-07-11
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
TAX TOW TRUCK

Goods And Services

For:
Insurance and financial information and consultancy services
International Classes:
036 - Primary Class
Class Status:
Abandoned
Serial Number:
97493307
Mark:
99 PROBLEMS
Status:
ABANDONED - AFTER PUBLICATION
Mark Type:
SERVICE MARK
Application Filing Date:
2022-07-07
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
99 PROBLEMS

Goods And Services

For:
Insurance and financial information and consultancy services
International Classes:
036 - Primary Class
Class Status:
Abandoned
Serial Number:
97493304
Mark:
RETIREMENT HAPPY PLACE
Status:
ABANDONED - AFTER PUBLICATION
Mark Type:
SERVICE MARK
Application Filing Date:
2022-07-07
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
RETIREMENT HAPPY PLACE

Goods And Services

For:
Insurance and financial information and consultancy services
International Classes:
036 - Primary Class
Class Status:
Abandoned
Serial Number:
97493297
Mark:
FINANCIAL HAPPY PLACE
Status:
ABANDONED - AFTER PUBLICATION
Mark Type:
SERVICE MARK
Application Filing Date:
2022-07-07
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
FINANCIAL HAPPY PLACE

Goods And Services

For:
Insurance and financial information and consultancy services
International Classes:
036 - Primary Class
Class Status:
Abandoned
Serial Number:
88324935
Mark:
FA FINLEY ALEXANDER WLTH MGMT
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-03-04
Mark Drawing Type:
Illustration: Drawing with word(s)/letter(s)/number(s) in Stylized form
Mark Literal Elements:
FA FINLEY ALEXANDER WLTH MGMT

Goods And Services

For:
Financial advice; Financial investment brokerage; Financial planning; Insurance brokerage; Insurance and financial information and consultancy services
First Use:
2019-01-15
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 01 Jun 2025

Sources: Florida Department of State