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INVESTMENT FINANCIAL SERVICES, INC. - Florida Company Profile

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Company Details

Entity Name: INVESTMENT FINANCIAL SERVICES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Inactive
Date Filed: 16 Oct 2000 (25 years ago)
Date of dissolution: 11 Jan 2022 (4 years ago)
Last Event: VOLUNTARY DISSOLUTION
Event Date Filed: 11 Jan 2022 (4 years ago)
Document Number: P00000097680
FEI/EIN Number 651048884
Address: 5102 Manorwood Dr, SARASOTA, FL, 34235-2110, US
Mail Address: 5102 Manorwood Dr, SARASOTA, FL, 34235-2110, US
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
WOLFF JACK R President 5102 Manorwood Dr, SARASOTA, FL, 342352110
Wolff Daniel J Vice President 902 S. Delaware Ave, Tampa, FL, 33606
WOLFF JACK R Agent 5102 Manorwood Dr, SARASOTA, FL, 342352110

Events

Event Type Filed Date Value Description
VOLUNTARY DISSOLUTION 2022-01-11 - -
AMENDMENT 2019-11-19 - -
CHANGE OF PRINCIPAL ADDRESS 2019-01-07 5102 Manorwood Dr, SARASOTA, FL 34235-2110 -
CHANGE OF MAILING ADDRESS 2019-01-07 5102 Manorwood Dr, SARASOTA, FL 34235-2110 -
REGISTERED AGENT ADDRESS CHANGED 2019-01-07 5102 Manorwood Dr, SARASOTA, FL 34235-2110 -
CANCEL ADM DISS/REV 2010-01-11 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2009-09-25 - -

Documents

Name Date
Voluntary Dissolution 2022-01-11
AMENDED ANNUAL REPORT 2021-07-27
ANNUAL REPORT 2021-02-04
ANNUAL REPORT 2020-03-02
Amendment 2019-11-19
ANNUAL REPORT 2019-01-07
ANNUAL REPORT 2018-01-15
ANNUAL REPORT 2017-02-10
ANNUAL REPORT 2016-01-22
ANNUAL REPORT 2015-01-09

Trademarks

Serial Number:
78802945
Mark:
BUILD AND PROTECT YOUR NEST EGG
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2006-01-31
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
BUILD AND PROTECT YOUR NEST EGG

Goods And Services

For:
Financial Planning Services
First Use:
2006-12-12
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
77752260
Mark:
ESTATE SNAPSHOT
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. 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:
2009-06-04
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
ESTATE SNAPSHOT

Goods And Services

For:
Financial advice and consultancy services; Financial investment in the field of securities; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, assisting others with the completion of financial transactions for stock...
First Use:
2009-05-01
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$48,957
Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$48,957
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
$49,284.74
Servicing Lender:
Seacoast National Bank
Use of Proceeds:
Payroll: $48,957

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Date of last update: 01 Aug 2025

Sources: Florida Department of State