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MOISAND FITZGERALD TAMAYO LLC - Florida Company Profile

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Company Details

Entity Name: MOISAND FITZGERALD TAMAYO LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 31 Jul 1998 (27 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 01 Jul 2021 (4 years ago)
Document Number: L98000001287
FEI/EIN Number 593528844
Address: 300 S ORANGE AVE, SUITE 1170, ORLANDO, FL, 32801, US
Mail Address: 300 SOUTH ORANGE AVE, SUITE 1170, ORLANDO, FL, 32801, US
ZIP code: 32801
City: Orlando
County: Orange
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
FITZGERALD CHARLES EIII Manager 8348 AMBER OAK DRIVE, ORLANDO, FL, 32817
TAMAYO RONALD Manager 3998 ISABELLA CIR, WINDERMERE, FL, 34786
MOISAND DANIEL B Manager 569 PARKWOOD WAY, MELBOURNE, FL, 32940
CHANDLER DERRICK BIII Authorized Person 2422 GEM MARY COURT, ORLANDO, FL, 32806
SALMON MICHAEL T Manager 3533 FOXCHASE DR, CLERMONT, FL, 34711
NASH SARA E Manager 194 LEWFIELD CIRCLE, WINTER PARK, FL, 32792
FITZGERALD CHARLES E Agent 300 S ORANGE AVE, ORLANDO, FL, 32801

Central Index Key

CIK number:
0001649107
Phone:
407-869-6228

Latest Filings

Form type:
13F-HR
File number:
028-17140
Filing date:
2025-04-22
File:
Form type:
13F-HR
File number:
028-17140
Filing date:
2025-02-04
File:
Form type:
13F-HR
File number:
028-17140
Filing date:
2024-10-09
File:
Form type:
N-PX
File number:
028-17140
Filing date:
2024-08-26
File:
Form type:
13F-HR
File number:
028-17140
Filing date:
2024-07-31
File:

Form 5500 Series

Employer Identification Number (EIN):
593528844
Plan Year:
2023
Number Of Participants:
19
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
18
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
16
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
15
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
15
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G08213700018 MOISAND FITZGERALD TAMAYO EXPIRED 2008-07-31 2013-12-31 - 601 S LAKE DESTINY RD #165, MAITLAND, FL, 32751

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2023-01-12 300 S ORANGE AVE, SUITE 1170, ORLANDO, FL 32801 -
CHANGE OF PRINCIPAL ADDRESS 2023-01-12 300 S ORANGE AVE, SUITE 1170, ORLANDO, FL 32801 -
CHANGE OF MAILING ADDRESS 2022-10-04 300 S ORANGE AVE, SUITE 1170, ORLANDO, FL 32801 -
LC AMENDMENT 2021-07-01 - -
LC AMENDMENT AND NAME CHANGE 2008-07-10 MOISAND FITZGERALD TAMAYO LLC -
NAME CHANGE AMENDMENT 2003-08-04 SPRAKER, FITZGERALD, TAMAYO & MOISAND, L.L.C. -
AMENDMENT 2002-10-11 - -
REGISTERED AGENT NAME CHANGED 2000-02-15 FITZGERALD, CHARLES E -

Documents

Name Date
ANNUAL REPORT 2025-01-21
ANNUAL REPORT 2024-01-16
ANNUAL REPORT 2023-01-12
ANNUAL REPORT 2022-01-12
LC Amendment 2021-07-01
ANNUAL REPORT 2021-01-04
ANNUAL REPORT 2020-01-06
ANNUAL REPORT 2019-01-03
ANNUAL REPORT 2018-01-09
ANNUAL REPORT 2017-01-10

USAspending Awards / Financial Assistance

Date:
2020-04-08
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
308545.00
Total Face Value Of Loan:
308545.00

Trademarks

Serial Number:
86120204
Mark:
A SANCTUARY FROM THE NOISE
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2013-11-15
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
A SANCTUARY FROM THE NOISE

Goods And Services

For:
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services
First Use:
2010-12-11
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
17
Initial Approval Amount:
$308,545
Date Approved:
2020-04-08
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$308,545
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Servicing Lender:
Synovus Bank
Use of Proceeds:
Payroll: $308,545

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Date of last update: 02 Jul 2025

Sources: Florida Department of State