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CORE WEALTH CONSULTANTS, LLC - Florida Company Profile

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Company Details

Entity Name: CORE WEALTH CONSULTANTS, LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
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: 21 Jan 2015 (10 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 21 Jan 2016 (9 years ago)
Document Number: M15000000778
FEI/EIN Number 45-5252718

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

Address: 836 RHETT ST, WINTER GARDEN, FL, 34787, US
Mail Address: 836 RHETT ST, WINTER GARDEN, FL, 34787, US
ZIP code: 34787
County: Orange
Place of Formation: INDIANA

Key Officers & Management

Name Role Address
CLIFFORD TIMOTHY J Officer 836 RHETT ST, WINTER GARDEN, FL, 34787
CLIFFORD MARY E Officer 836 RHETT ST, WINTER GARDEN, FL, 34787
CLIFFORD TIMOTHY J Agent 836 RHETT ST, WINTER GARDEN, FL, 34787

Events

Event Type Filed Date Value Description
LC AMENDMENT 2016-01-21 - -
CHANGE OF PRINCIPAL ADDRESS 2016-01-21 836 RHETT ST, WINTER GARDEN, FL 34787 -
CHANGE OF MAILING ADDRESS 2016-01-21 836 RHETT ST, WINTER GARDEN, FL 34787 -

Documents

Name Date
ANNUAL REPORT 2024-02-13
ANNUAL REPORT 2023-01-21
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-02-02
ANNUAL REPORT 2020-01-18
ANNUAL REPORT 2019-01-07
ANNUAL REPORT 2018-01-12
ANNUAL REPORT 2017-01-06
ANNUAL REPORT 2016-03-08
LC Amendment 2016-01-21

Trademarks

Serial Number:
87810916
Mark:
PLANASSIST
Status:
A Section 8 declaration has been accepted.
Mark Type:
Service Mark
Application Filing Date:
2018-02-26
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
PLANASSIST

Goods And Services

For:
Financial consulting and advising services
First Use:
2018-02-22
International Classes:
036 - Primary Class
Class Status:
ACTIVE

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Date of last update: 03 Jun 2025

Sources: Florida Department of State