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G WEALTH STRATEGIES, LLC - Florida Company Profile

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Company Details

Entity Name: G WEALTH STRATEGIES, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 25 Apr 2019 (6 years ago)
Document Number: L19000113449
FEI/EIN Number 84-3451069
Address: 3010 N. MILITARY TRAIL, SUITE 318, BOCA RATON, FL, 33431, US
Mail Address: 3010 N. MILITARY TRAIL, SUITE 318, BOCA RATON, FL, 33431, US
ZIP code: 33431
City: Boca Raton
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
GOLISH GLEN R Manager 22261 HOLLYHOCK TRAIL, BOCA RATON, FL, 33433
GOLISH ROSA Authorized Member 22261 HOLLYHOCK TRAIL, BOCA RATON, FL, 33433
GOLISH GLEN R Agent 22261 HOLLYHOCK TRAIL, BOCA RATON, FL, 33433

Documents

Name Date
ANNUAL REPORT 2025-02-07
AMENDED ANNUAL REPORT 2024-02-09
ANNUAL REPORT 2024-01-16
ANNUAL REPORT 2023-01-29
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-01-27
ANNUAL REPORT 2020-04-04
Florida Limited Liability 2019-04-25

USAspending Awards / Financial Assistance

Date:
2020-05-02
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
9000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks

Serial Number:
98327888
Mark:
G WEALTH STRATEGIES, LLC. HELPING YOU CREATE & PRESERVE WEALTH SINCE 1989
Status:
Returned to examining attorney for further review.
Mark Type:
Service Mark
Application Filing Date:
2023-12-22
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
G WEALTH STRATEGIES, LLC. HELPING YOU CREATE & PRESERVE WEALTH SINCE 1989
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Business planning; Business strategic planning services
First Use:
1989-01-01
International Classes:
035 - Primary Class
Class Status:
ACTIVE
For:
Estate planning; Financial planning; Insurance brokerage; Insurance brokerage in the field of health insurance; Insurance underwriting in the field of life, disability, property and casualty insurance
First Use:
1989-01-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
98326214
Mark:
G WEALTH STRATEGIES, LLC.
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2023-12-21
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
G WEALTH STRATEGIES, LLC.
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Business planning; Business strategic planning services
First Use:
1989-01-01
International Classes:
035 - Primary Class
Class Status:
ACTIVE
For:
Estate planning; Financial planning; Insurance brokerage; Insurance brokerage in the field of health insurance; Insurance underwriting in the field of life, disability, property and casualty insurance
First Use:
1989-01-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE

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Date of last update: 03 Aug 2025

Sources: Florida Department of State

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