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TAKE POINT WEALTH MANAGEMENT, LLC - Florida Company Profile

Company Details

Entity Name: TAKE POINT WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

TAKE POINT 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: 03 Jul 2019 (6 years ago)
Document Number: L19000173084
FEI/EIN Number 84-2327883

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

Address: 5469 Spring Hill DR, SPRING HILL, FL, 34606, US
Mail Address: 5469 Spring Hill DR, SPRING HILL, FL, 34606, US
ZIP code: 34606
County: Hernando
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
ARNETT ERICK J Manager 5471 SPRING HILL DR., SPRING HILL, FL, 34606
ARNETT ERICK J Agent 5471 SPRING HILL DR., SPRING HILL, FL, 34606

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G23000114122 TAKEPOINT HEALTH LLC ACTIVE 2023-09-15 2028-12-31 - 5469 SPRING HILL DR, SPRING HILL, FL, 34606

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-09-26 5469 Spring Hill DR, SPRING HILL, FL 34606 -
CHANGE OF MAILING ADDRESS 2023-09-26 5469 Spring Hill DR, SPRING HILL, FL 34606 -

Documents

Name Date
ANNUAL REPORT 2024-03-26
ANNUAL REPORT 2023-04-20
ANNUAL REPORT 2022-04-29
ANNUAL REPORT 2021-03-23
ANNUAL REPORT 2020-06-15
Florida Limited Liability 2019-07-03

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5131767307 2020-04-30 0491 PPP 5471 SPRING HILL DR, SPRING HILL, FL, 34606-4597
Loan Status Date 2021-05-13
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 19400
Loan Approval Amount (current) 19400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 39848
Servicing Lender Name Cadence Bank
Servicing Lender Address 201 S Spring St, TUPELO, MS, 38804-4811
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address SPRING HILL, HERNANDO, FL, 34606-4597
Project Congressional District FL-12
Number of Employees 2
NAICS code 523930
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 39810
Originating Lender Name Cadence Bank
Originating Lender Address ATLANTA, GA
Gender Male Owned
Veteran Veteran
Forgiveness Amount 19582.14
Forgiveness Paid Date 2021-04-14

Date of last update: 02 Apr 2025

Sources: Florida Department of State