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UNIQUE WEALTH, LLC - Florida Company Profile

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Company Details

Entity Name: UNIQUE WEALTH, 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: 26 Mar 2021 (4 years ago)
Document Number: M21000003799
FEI/EIN Number 86-2346598

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

Address: 311 PARK PLACE BLVD SUITE 230, CLEARWATER, FL, 33759, US
Mail Address: 311 PARK PLACE BLVD SUITE 230, CLEARWATER, FL, 33759, US
ZIP code: 33759
City: Clearwater
County: Pinellas
Place of Formation: DELAWARE

Key Officers & Management

Name Role Address
PARRY CURTIS HJR. Member 311 PARK PLACE BLVD SUITE 230, CLEARWATER, FL, 33759
MOSHER JOHN S Member 311 PARK PLACE BLVD SUITE 230, CLEARWATER, FL, 33759
- Agent -

Form 5500 Series

Employer Identification Number (EIN):
862346598
Plan Year:
2023
Number Of Participants:
19
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
17
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
15
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
17
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
17
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-04-17 311 PARK PLACE BLVD SUITE 230, CLEARWATER, FL 33759 -
CHANGE OF MAILING ADDRESS 2024-04-17 311 PARK PLACE BLVD SUITE 230, CLEARWATER, FL 33759 -

Documents

Name Date
ANNUAL REPORT 2024-04-17
ANNUAL REPORT 2023-01-24
ANNUAL REPORT 2022-02-20
Foreign Limited 2021-04-01

Trademarks

Serial Number:
90658168
Mark:
UNIQUE WEALTH
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2021-04-20
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
UNIQUE WEALTH

Goods And Services

For:
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment manageme...
First Use:
2021-03-02
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
90658162
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2021-04-20
Mark Drawing Type:
Illustration: Drawing or design without any word(s)/letter(s)/number(s)

Goods And Services

For:
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment manageme...
First Use:
2021-03-02
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
10
Initial Approval Amount:
$204,800
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$204,800
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$205,995.13
Servicing Lender:
Seacoast National Bank
Use of Proceeds:
Payroll: $204,800

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Date of last update: 03 Jul 2025

Sources: Florida Department of State