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STERLING WEALTH ADVISORS, INC. - Florida Company Profile

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Company Details

Entity Name: STERLING WEALTH ADVISORS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

STERLING WEALTH ADVISORS, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.

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: 31 Aug 2001 (24 years ago)
Last Event: AMENDMENT AND NAME CHANGE
Event Date Filed: 28 Jun 2010 (15 years ago)
Document Number: P01000086295
FEI/EIN Number 651134588

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

Address: 8201 PETERS ROAD, SUITE 1000, PLANTATION, FL, 33324
Mail Address: 8201 PETERS ROAD, SUITE 1000, PLANTATION, FL, 33324
ZIP code: 33324
City: Fort Lauderdale
County: Broward
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
BARRETT ELIZABETH President 8201 Peters Rd, PLANTATION, FL, 33324
BARRETT ELIZABETH Director 8201 Peters Rd, PLANTATION, FL, 33324
BARRETT ELIZABETH Agent 8201 Peters Rd, PLANTATION, FL, 33324

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001943937
Phone:
9547711313

Latest Filings

Form type:
13F-HR
File number:
028-24635
Filing date:
2025-05-13
File:
Form type:
13F-HR
File number:
028-24635
Filing date:
2025-01-28
File:

Form 5500 Series

Employer Identification Number (EIN):
651134588
Plan Year:
2014
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2013
Number Of Participants:
3
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2014-03-16 8201 Peters Rd, Ste 1000, PLANTATION, FL 33324 -
CHANGE OF PRINCIPAL ADDRESS 2012-02-08 8201 PETERS ROAD, SUITE 1000, PLANTATION, FL 33324 -
AMENDMENT AND NAME CHANGE 2010-06-28 STERLING WEALTH ADVISORS, INC. -
CHANGE OF MAILING ADDRESS 2010-06-28 8201 PETERS ROAD, SUITE 1000, PLANTATION, FL 33324 -

Documents

Name Date
ANNUAL REPORT 2025-01-21
ANNUAL REPORT 2024-02-07
ANNUAL REPORT 2023-02-23
ANNUAL REPORT 2022-03-17
ANNUAL REPORT 2021-02-24
ANNUAL REPORT 2020-02-18
ANNUAL REPORT 2019-02-18
ANNUAL REPORT 2018-02-26
ANNUAL REPORT 2017-03-20
ANNUAL REPORT 2016-03-23

USAspending Awards / Financial Assistance

Date:
2020-05-19
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:
-21800.00
Total Face Value Of Loan:
0.00

Trademarks

Serial Number:
88028727
Mark:
STERLING WEALTH ADVISORS
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2018-07-06
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
STERLING WEALTH ADVISORS

Goods And Services

For:
Estate planning; Financial planning for retirement; Financial planning, namely, providing advice relating to investments and asset wealth management; Investment advice; Investment consultation
First Use:
2010-06-25
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
88028724
Mark:
STERLING WEALTH ADVISORS
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2018-07-06
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
STERLING WEALTH ADVISORS

Goods And Services

For:
Estate planning; Financial planning, namely, providing advice relating to investments and asset wealth management; Investment advice; Investment consultation; Financial planning for retirement, all of the foregoing services rendered outside the context of any banking institution relationship
First Use:
2010-06-25
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 02 Jul 2025

Sources: Florida Department of State