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ROLLE, LOCKE & KEY WEALTH MANAGEMENT GROUP LLC - Florida Company Profile

Company Details

Entity Name: ROLLE, LOCKE & KEY WEALTH MANAGEMENT GROUP LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

ROLLE, LOCKE & KEY WEALTH MANAGEMENT GROUP 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: 18 Oct 2019 (5 years ago)
Document Number: L19000261983
FEI/EIN Number 84-3535948

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

Address: 610 E ZACK STREET, TAMPA, FL, 33602, US
Mail Address: 610 E ZACK STREET, TAMPA, FL, 33602, US
ZIP code: 33602
County: Hillsborough
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
EVANS DEBRA Manager 610 E ZACK STREET, TAMPA, FL, 33602
ROLLOCK ALANA Manager 610 E ZACK STREET, TAMPA, FL, 33602
EVANS DEBRA Agent 610 E ZACK STREET, TAMPA, FL, 33602

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-04-07 610 E ZACK STREET, 110-3055, TAMPA, FL 33602 -
CHANGE OF MAILING ADDRESS 2023-04-07 610 E ZACK STREET, 110-3055, TAMPA, FL 33602 -
REGISTERED AGENT ADDRESS CHANGED 2023-04-07 610 E ZACK STREET, 110-3055, TAMPA, FL 33602 -

Documents

Name Date
ANNUAL REPORT 2024-03-29
ANNUAL REPORT 2023-04-07
ANNUAL REPORT 2022-04-09
ANNUAL REPORT 2021-04-28
ANNUAL REPORT 2020-06-30
Florida Limited Liability 2019-10-18

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P3159463 ROLLE, LOCKE & KEY WEALTH MANAGEMENT GROUP LLC - WHHVHAD8C4T8 20116 WEEPING LAUREL PL, TAMPA, FL, 33647-3525
Capabilities Statement Link -
Phone Number 954-296-0622
Fax Number 888-627-3266
E-mail Address DEBRAEVANS@RLKWEALTHMGMTGROUP.COM
WWW Page WWW.RLKWEALTHMGMTGROUP.COM
E-Commerce Website -
Contact Person DEBRA EVANS
County Code (3 digit) 057
Congressional District 15
Metropolitan Statistical Area 8280
CAGE Code 9M9G6
Year Established 2019
Accepts Government Credit Card Yes
Legal Structure LLC
Ownership and Self-Certifications Black American, Other Minority Owned, Self-Certified Small Disadvantaged Business, Women-Owned Small Business Joint Venture, Economically Disadvantaged Women-Owned Small Business Joint Venture, Economically Disadvantaged Women-Owned Small Business, Women-Owned Small Business, Woman Owned
Business Development Servicing Office SOUTH FLORIDA DISTRICT OFFICE (SBA office code 0455)
Capabilities Narrative (none given)
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords (none given)
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

SBA Federal Certifications

HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels

Description Construction Bonding Level (per contract)
Level (none given)
Description Construction Bonding Level (aggregate)
Level (none given)
Description Service Bonding Level (per contract)
Level (none given)
Description Service Bonding Level (aggregate)
Level (none given)

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 541611
NAICS Code's Description Administrative Management and General Management Consulting Services
Small Yes
Code 523940
NAICS Code's Description Portfolio Management and Investment Advice
Small Yes
Code 531390
NAICS Code's Description Other Activities Related to Real Estate
Small Yes
Code 541613
NAICS Code's Description Marketing Consulting Services
Small Yes
Code 541990
NAICS Code's Description All Other Professional, Scientific and Technical Services
Small Yes
Code 611430
NAICS Code's Description Professional and Management Development Training
Small Yes
Code 611710
NAICS Code's Description Educational Support Services
Small Yes
Code 813920
NAICS Code's Description Professional Organizations
Small Yes

Export Profile (Trade Mission Online)

Exporter Firm hasn't answered this question yet
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Date of last update: 01 Mar 2025

Sources: Florida Department of State