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XEXIS PRIVATE WEALTH, LLC - Florida Company Profile

Company Details

Entity Name: XEXIS PRIVATE WEALTH, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

XEXIS PRIVATE WEALTH, 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 Jun 2019 (6 years ago)
Document Number: L19000149395
FEI/EIN Number 84-2103850

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

Address: 5201 PLANTATION LAKES CIR, SANFORD, FL, 32771, US
Mail Address: PO BOX 952914, LAKE MARY, FL, 32795, US
ZIP code: 32771
County: Seminole
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Brooks William D Manager PO Box 952914, Lake Mary, FL, 32795
BROOKS WILLIAM D Agent 5201 PLANTATION LAKES CIR, SANFORD, FL, 32771

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2025-02-13 1540 INTERNATIONAL PARKWAY, 2ND FLOOR, LAKE MARY, FL 32746 -
REGISTERED AGENT ADDRESS CHANGED 2025-02-13 1540 INTERNATIONAL PARKWAY, 2ND FLOOR, LAKE MARY, FL 32746 -
CHANGE OF PRINCIPAL ADDRESS 2023-01-24 5201 PLANTATION LAKES CIR, SANFORD, FL 32771 -
REGISTERED AGENT ADDRESS CHANGED 2023-01-24 5201 PLANTATION LAKES CIR, SANFORD, FL 32771 -

Documents

Name Date
ANNUAL REPORT 2025-02-13
ANNUAL REPORT 2024-01-25
ANNUAL REPORT 2023-01-24
ANNUAL REPORT 2022-01-19
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-01-19
Florida Limited Liability 2019-06-05

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5115398506 2021-02-27 0491 PPS 1427 Lake George Dr, Lake Mary, FL, 32746-7669
Loan Status Date 2021-09-16
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 6600
Loan Approval Amount (current) 6600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 94528
Servicing Lender Name Fairwinds CU
Servicing Lender Address 135 W Central Blvd, ORLANDO, FL, 32801-2430
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Lake Mary, SEMINOLE, FL, 32746-7669
Project Congressional District FL-07
Number of Employees 1
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 94528
Originating Lender Name Fairwinds CU
Originating Lender Address ORLANDO, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 6632.27
Forgiveness Paid Date 2021-08-25
9703327004 2020-04-09 0491 PPP 1540 International Parkway Suite 200, LAKE MARY, FL, 32746-4625
Loan Status Date 2021-06-08
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 6600
Loan Approval Amount (current) 6600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 94528
Servicing Lender Name Fairwinds CU
Servicing Lender Address 135 W Central Blvd, ORLANDO, FL, 32801-2430
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LAKE MARY, SEMINOLE, FL, 32746-4625
Project Congressional District FL-07
Number of Employees 1
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 94528
Originating Lender Name Fairwinds CU
Originating Lender Address ORLANDO, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 6670.77
Forgiveness Paid Date 2021-05-05

Date of last update: 02 Apr 2025

Sources: Florida Department of State