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  5. PRIVATE WEALTH GROUP, LLC

PRIVATE WEALTH GROUP, LLC - Florida Company Profile

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Company Details

Entity Name: PRIVATE WEALTH GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
Status: Active
Date Filed: 09 Sep 2003 (22 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 02 Oct 2017 (8 years ago)
Document Number: M03000002990
FEI/EIN Number 651202629
Address: 4902 Eisenhower Blvd, TAMPA, FL, 33634, US
Mail Address: 4902 Eisenhower Blvd, TAMPA, FL, 33634, US
ZIP code: 33634
City: Tampa
County: Hillsborough
Place of Formation: DELAWARE

Key Officers & Management

Name Role Address
SEGUNDO STEPHEN F Managing Member 4902 EISENHOWER BLVD, TAMPA, FL, 33634
ANDERSON MICHAEL M Authorized Person 4902 EISENHOWER BLVD, TAMPA, FL, 33634
SEGUNDO STEPHEN F Agent 4902 Eisenhower Blvd, TAMPA, FL, 33634

Form 5500 Series

Employer Identification Number (EIN):
651202629
Plan Year:
2023
Number Of Participants:
4
Sponsors Telephone Number:
8132261900
File:
View File
Plan Year:
2022
Number Of Participants:
4
Sponsors Telephone Number:
8132261900
File:
View File
Plan Year:
2021
Number Of Participants:
4
Sponsors Telephone Number:
8132261900
File:
View File
Plan Year:
2020
Number Of Participants:
4
Sponsors Telephone Number:
8132261900
File:
View File
Plan Year:
2019
Number Of Participants:
4
Sponsors Telephone Number:
8132261900
File:
View File

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-01-21 4902 Eisenhower Blvd, suite 150, TAMPA, FL 33634 -
CHANGE OF MAILING ADDRESS 2021-01-21 4902 Eisenhower Blvd, suite 150, TAMPA, FL 33634 -
REINSTATEMENT 2017-10-02 - -
REGISTERED AGENT NAME CHANGED 2017-10-02 SEGUNDO, STEPHEN F -
REVOKED FOR ANNUAL REPORT 2017-09-22 - -
REGISTERED AGENT ADDRESS CHANGED 2012-08-21 4902 Eisenhower Blvd, suite 150, TAMPA, FL 33634 -

Documents

Name Date
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-02-08
ANNUAL REPORT 2022-03-14
ANNUAL REPORT 2021-04-15
ANNUAL REPORT 2020-05-20
ANNUAL REPORT 2019-02-14
ANNUAL REPORT 2018-06-26
REINSTATEMENT 2017-10-02
ANNUAL REPORT 2016-04-29
ANNUAL REPORT 2015-04-09

USAspending Awards / Financial Assistance

Date:
2020-07-27
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
-124000.00
Total Face Value Of Loan:
0.00
Date:
2020-05-28
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
124000.00
Total Face Value Of Loan:
0.00
Date:
2020-05-01
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
4000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-22
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
1000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks

Serial Number:
85230317
Mark:
INTELLIGENT EQUITY
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2011-01-31
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
INTELLIGENT EQUITY
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial services, namely, consulting services in the field of finances
First Use:
2011-01-05
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
77567337
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2008-09-11
Mark Drawing Type:
2 - AN ILLUSTRATION DRAWING WITHOUT ANY WORDS(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
None
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Investment advisory services
First Use:
2007-01-29
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
77564767
Mark:
PRIVATE WEALTH GROUP
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2008-09-08
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
PRIVATE WEALTH GROUP
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Investment advisory services
First Use:
2002-12-24
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
77564760
Mark:
PWG
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2008-09-08
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
PWG
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Investment advisory services
First Use:
2003-11-10
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
1
Initial Approval Amount:
$14,582
Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$14,582
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$14,674.31
Servicing Lender:
U.S. Century Bank
Use of Proceeds:
Payroll: $14,582
Jobs Reported:
4
Initial Approval Amount:
$21,230
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$21,230
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$21,503.95
Servicing Lender:
Bank of America, National Association
Use of Proceeds:
Payroll: $21,230

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Date of last update: 01 Aug 2025

Sources: Florida Department of State

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