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  5. GRAHAM CAPITAL ADVISORS, LLC

GRAHAM CAPITAL ADVISORS, LLC - Florida Company Profile

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Company Details

Entity Name: GRAHAM CAPITAL ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
Status: Active
Date Filed: 24 Apr 2018 (7 years ago)
Document Number: M18000003957
FEI/EIN Number 815222031
Address: 4950 W KENNEDY BLVD SUITE 101, TAMPA, FL, 33609, US
Mail Address: 4950 W KENNEDY BLVD SUITE 101, TAMPA, FL, 33609, US
ZIP code: 33609
City: Tampa
County: Hillsborough
Place of Formation: DELAWARE

Key Officers & Management

Name Role Address
- Agent -
Graham David J Auth 4950 W KENNEDY BLVD SUITE 101, TAMPA, FL, 33609
GRAHAM ALEX Manager 4950 W KENNEDY BLVD SUITE 101, TAMPA, FL, 33609

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2019-03-25 7901 4TH STREET NORTH, SUITE 300, ST.PETERSBURG, FL 33702 -

Documents

Name Date
ANNUAL REPORT 2024-04-29
ANNUAL REPORT 2023-05-01
ANNUAL REPORT 2022-06-28
ANNUAL REPORT 2021-06-01
ANNUAL REPORT 2020-06-26
ANNUAL REPORT 2019-05-02
Foreign Limited 2018-04-24

USAspending Awards / Financial Assistance

Date:
2021-02-06
Link:
View on USAspending
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:
97950.00
Total Face Value Of Loan:
97950.00
Date:
2020-06-25
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
7000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-06-17
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:
150000.00
Total Face Value Of Loan:
150000.00
Date:
2020-04-28
Link:
View on USAspending
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:
99715.00
Total Face Value Of Loan:
99715.00

Trademarks

Serial Number:
90688758
Mark:
YOUR RETIREMENT STORY
Status:
Abandoned because no Statement of Use or Extension Request timely filed after Notice of Allowance was issued. 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:
2021-05-04
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
YOUR RETIREMENT STORY
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, retirement plan development;...
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
90688718
Mark:
RETIREMENT STORY
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:
2021-05-04
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
RETIREMENT STORY
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, retirement plan development;...
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
6
Initial Approval Amount:
$97,950
Date Approved:
2021-02-06
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$97,950
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$98,704.08
Servicing Lender:
Wells Fargo Bank, National Association
Use of Proceeds:
Payroll: $97,949
Jobs Reported:
7
Initial Approval Amount:
$99,715
Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$99,715
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$100,745.39
Servicing Lender:
WebBank
Use of Proceeds:
Payroll: $99,715

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Date of last update: 03 Aug 2025

Sources: Florida Department of State

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