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PROXY WEALTH ADVISORS LLC - Florida Company Profile

Company Details

Entity Name: PROXY WEALTH ADVISORS 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: 10 Sep 2018 (7 years ago)
Document Number: M18000008247
FEI/EIN Number 830955342

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

Address: 2980 NE 207th St., 3rd floor, Aventura, FL, 33180, US
Mail Address: 2980 NE 207th St., 3rd floor, Aventura, FL, 33180, US
ZIP code: 33180
County: Miami-Dade
Place of Formation: DELAWARE

Key Officers & Management

Name Role Address
CAULKINS BRYAN W Owner 2980 NE 207th St., Aventura, FL, 33180
Vincent Ho Auth 500 Capitol Mall, Sacramento, CA, 95814
VINCENT HO Esq. Agent 2980 NE 207th St., Aventura, FL, 33180

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G22000017188 PROXY FINANCIAL ACTIVE 2022-02-10 2027-12-31 - 999 BRICKELL AVENUE, STE 410, MIAMI, FL, 33131

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2024-02-16 VINCENT, HO, Esq. -
REGISTERED AGENT ADDRESS CHANGED 2024-02-16 2980 NE 207th St., 3rd floor, Aventura, FL 33180 -
CHANGE OF PRINCIPAL ADDRESS 2023-01-28 2980 NE 207th St., 3rd floor, Aventura, FL 33180 -
CHANGE OF MAILING ADDRESS 2023-01-28 2980 NE 207th St., 3rd floor, Aventura, FL 33180 -

Documents

Name Date
ANNUAL REPORT 2024-02-16
ANNUAL REPORT 2023-01-28
ANNUAL REPORT 2022-01-20
ANNUAL REPORT 2021-02-11
ANNUAL REPORT 2020-06-29
ANNUAL REPORT 2019-01-02
Foreign Limited 2018-09-10

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4622578109 2020-07-16 0455 PPP 999 BRICKELL AVE STE 410, MIAMI, FL, 33131-3001
Loan Status Date 2021-06-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 12120
Loan Approval Amount (current) 12120
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address MIAMI, MIAMI-DADE, FL, 33131-3001
Project Congressional District FL-27
Number of Employees 2
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 12217.29
Forgiveness Paid Date 2021-05-20

Date of last update: 02 Mar 2025

Sources: Florida Department of State