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  5. DAVIS WEALTH MANAGEMENT GROUP INC.

DAVIS WEALTH MANAGEMENT GROUP INC. - Florida Company Profile

Company Details

Entity Name: DAVIS WEALTH MANAGEMENT GROUP INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

DAVIS WEALTH MANAGEMENT GROUP 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: Inactive

The business entity is inactive. This status may signal operational issues or voluntary closure, raising concerns about the business's ability to repay loans and requiring careful risk assessment by lenders.

Date Filed: 29 Jul 2002 (23 years ago)
Date of dissolution: 15 Jan 2020 (5 years ago)
Last Event: VOLUNTARY DISSOLUTION
Event Date Filed: 15 Jan 2020 (5 years ago)
Document Number: P02000081753
FEI/EIN Number 161618504

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 1801 S KANNER HIGHWAY, STUART, FL, 34994
Mail Address: 1801 S KANNER HIGHWAY, STUART, FL, 34994
ZIP code: 34994
County: Martin
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2021 161618504 2022-10-12 DAVIS WEALTH MANAGEMENT GROUP INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541990
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2022-10-12
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2020 161618504 2021-10-13 DAVIS WEALTH MANAGEMENT GROUP INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541990
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2021-10-13
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2019 161618504 2020-10-12 DAVIS WEALTH MANAGEMENT GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-12
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2018 161618504 2019-10-07 DAVIS WEALTH MANAGEMENT GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2019-10-07
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-07
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2017 161618504 2018-10-09 DAVIS WEALTH MANAGEMENT GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2018-10-09
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-09
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2016 161618504 2017-10-16 DAVIS WEALTH MANAGEMENT GROUP, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2017-10-16
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-16
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2015 161618504 2016-10-11 DAVIS WEALTH MANAGEMENT GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2016-10-11
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-11
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2014 161618504 2015-10-14 DAVIS WEALTH MANAGEMENT GROUP, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2015-10-14
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-14
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2013 161618504 2014-07-23 DAVIS WEALTH MANAGEMENT GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2014-07-23
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-23
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2012 161618504 2013-10-14 DAVIS WEALTH MANAGEMENT GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2013-10-14
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-14
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
DAVIS ROBIN S President 8041 SW YACHTSMANS DRIVE, STUART, FL, 34997
DAVIS ROBIN S Agent 8041 SW YACHTSMANS DRIVE, STUART, FL, 34997

Events

Event Type Filed Date Value Description
VOLUNTARY DISSOLUTION 2020-01-15 - -
REGISTERED AGENT ADDRESS CHANGED 2011-04-25 8041 SW YACHTSMANS DRIVE, STUART, FL 34997 -
CHANGE OF PRINCIPAL ADDRESS 2010-01-13 1801 S KANNER HIGHWAY, STUART, FL 34994 -
CHANGE OF MAILING ADDRESS 2010-01-13 1801 S KANNER HIGHWAY, STUART, FL 34994 -
NAME CHANGE AMENDMENT 2008-10-03 DAVIS WEALTH MANAGEMENT GROUP INC. -

Documents

Name Date
VOLUNTARY DISSOLUTION 2020-01-15
ANNUAL REPORT 2019-04-02
ANNUAL REPORT 2018-03-12
ANNUAL REPORT 2017-02-25
ANNUAL REPORT 2016-04-19
ANNUAL REPORT 2015-04-21
ANNUAL REPORT 2014-04-22
ANNUAL REPORT 2013-04-17
ANNUAL REPORT 2012-04-25
ANNUAL REPORT 2011-04-25

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Companies related by address

No other companies in our directory share the same address as DAVIS WEALTH MANAGEMENT GROUP INC.

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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