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  5. ASSOCIATION OF FINANCIAL CONSULTANTS INC.

ASSOCIATION OF FINANCIAL CONSULTANTS INC. - Florida Company Profile

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Company Details

Entity Name: ASSOCIATION OF FINANCIAL CONSULTANTS INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
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: 13 May 2020 (5 years ago)
Document Number: N20000005148
FEI/EIN Number 85-1032349

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 2973 W SR 434, Suite 300, Longwood, FL, 32779, US
Mail Address: 2973 W SR 434, Suite 300, Longwood, FL, 32779, US
ZIP code: 32779
County: Seminole
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
ROBERT R. BRYANT, CPA, PLLC Agent -
SKOLNIK ADAM Director 12001 VALLEY RD, CLERMONT, FL, 34715
SNOW SHAWN Director 3470 N LAKE SHORE DR UNIT 25A, CHICAGO, IL, 60657
NEWMAN LINDA Director 1429 BENT OAKS BLVD, DELAND, FL, 32724

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-01-05 2973 W SR 434, Suite 300, Longwood, FL 32779 -
CHANGE OF MAILING ADDRESS 2021-01-05 2973 W SR 434, Suite 300, Longwood, FL 32779 -

Documents

Name Date
ANNUAL REPORT 2025-01-09
ANNUAL REPORT 2024-01-03
ANNUAL REPORT 2023-02-14
ANNUAL REPORT 2022-04-19
ANNUAL REPORT 2021-01-05
Domestic Non-Profit 2020-05-13

Trademarks

Serial Number:
98261340
Mark:
ASSOCIATION OF FINANCIAL CONSULTANTS
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:
2023-11-08
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
ASSOCIATION OF FINANCIAL CONSULTANTS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Association services, namely, promoting the interests of financial consultants
First Use:
2021-01-01
International Classes:
035 - Primary Class
Class Status:
ACTIVE
Serial Number:
98248003
Mark:
AN IRS APPROVED 501 (C) (3) ASSOCIATION OF FINANCIAL CONSULTANTS NON-PROFIT ORGANIZATION
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2023-10-31
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
AN IRS APPROVED 501 (C) (3) ASSOCIATION OF FINANCIAL CONSULTANTS NON-PROFIT ORGANIZATION
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Association services, namely, promoting the interests of financial consultants
First Use:
2021-01-01
International Classes:
035 - Primary Class
Class Status:
ACTIVE
Serial Number:
97408861
Mark:
AFC ASSOCIATION OF FINANCIAL CONSULTANTS
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:
2022-05-13
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
AFC ASSOCIATION OF FINANCIAL CONSULTANTS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Educational services, namely, conducting programs in the field of personal finance, social security, estate planning, Medicare, tax-free retirement, IRA, 401(k), and annuities
First Use:
2021-01-31
International Classes:
041 - Primary Class
Class Status:
ACTIVE

Tax Exempt

Employer Identification Number (EIN) :
85-1032349
In Care Of Name:
% ADAM SKOLNIK
Classification:
Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Ruling Date:
2020-10
National Taxonomy Of Exempt Entities:
Education: Adult, Continuing Education
Deductibility:
Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Determination Letters

Link:
Download file

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SNOW SHAWN

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NEWMAN LINDA

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Domestic Profit (1994 - 2002)
LNCC, INC. - Inactive
Domestic Profit (2000 - 2012)
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Domestic Non-Profit (2024 )
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2973 W SR 434, Suite 300, Longwood, FL, 32779, US

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2973 W SR 434, Suite 300, Longwood, FL, 32779, US

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Date of last update: 03 Jun 2025

Sources: Florida Department of State

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