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THE ULLMANN FINANCIAL GROUP, INC. - Florida Company Profile

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Company Details

Entity Name: THE ULLMANN FINANCIAL GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Inactive
Date Filed: 20 Sep 2002 (23 years ago)
Date of dissolution: 23 Sep 2022 (3 years ago)
Last Event: ADMIN DISSOLUTION FOR ANNUAL REPORT
Event Date Filed: 23 Sep 2022 (3 years ago)
Document Number: P02000102079
FEI/EIN Number 450486498
Address: 1540 The Greens Way, Jacksonville Beach, FL, 32250, US
Mail Address: 1540 The Greens Way, Jacksonville Beach, FL, 32250, US
ZIP code: 32250
City: Jacksonville Beach
County: Duval
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
ULLMANN GLENN President 1540 The Greens Way, Jacksonville Beach, FL, 32250
ULLMANN GLENN Agent 1540 The Greens Way, Jacksonville Beach, FL, 32250

Form 5500 Series

Employer Identification Number (EIN):
450486498
Plan Year:
2023
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
11
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G19000101312 ULLMANN WEALTH PARTNERS EXPIRED 2019-09-16 2024-12-31 - 1540 THE GREENS WAY, JACKSONVILLE BEACH, FL, 32250
G15000120817 DIVORCE ADVISORY GROUP ACTIVE 2015-12-01 2025-12-31 - 1540 THE GREENS WAY, JACKSONVILLE BEACH, FL, 32250

Events

Event Type Filed Date Value Description
ADMIN DISSOLUTION FOR ANNUAL REPORT 2022-09-23 - -
CHANGE OF PRINCIPAL ADDRESS 2017-01-17 1540 The Greens Way, Jacksonville Beach, FL 32250 -
CHANGE OF MAILING ADDRESS 2017-01-17 1540 The Greens Way, Jacksonville Beach, FL 32250 -
REGISTERED AGENT ADDRESS CHANGED 2017-01-17 1540 The Greens Way, Jacksonville Beach, FL 32250 -
REINSTATEMENT 2003-09-25 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2003-09-19 - -

Documents

Name Date
ANNUAL REPORT 2021-01-25
ANNUAL REPORT 2020-01-14
ANNUAL REPORT 2019-01-09
ANNUAL REPORT 2018-01-14
ANNUAL REPORT 2017-01-17
ANNUAL REPORT 2016-01-27
ANNUAL REPORT 2015-01-09
ANNUAL REPORT 2014-01-10
ANNUAL REPORT 2013-02-01
ANNUAL REPORT 2012-01-05

USAspending Awards / Financial Assistance

Date:
2020-04-28
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:
218900.00
Total Face Value Of Loan:
218900.00

Trademarks

Serial Number:
87397979
Mark:
THE 360° FINANCIAL DISCIPLINE PROCESS
Status:
Abandoned after publication because applicant filed an express abandonment. 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:
2017-04-04
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
THE 360° FINANCIAL DISCIPLINE PROCESS

Goods And Services

For:
Financial services, namely, wealth management services
First Use:
2016-06-14
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
87397928
Mark:
MOVE FORWARD CONFIDENTLY
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2017-04-04
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
MOVE FORWARD CONFIDENTLY

Goods And Services

For:
Financial services, namely, wealth management services
First Use:
2016-09-16
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration

Paycheck Protection Program

Jobs Reported:
9
Initial Approval Amount:
$218,900
Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$218,900
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$221,202.95
Servicing Lender:
Ameris Bank
Use of Proceeds:
Payroll: $175,120
Utilities: $43,780

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Date of last update: 03 Aug 2025

Sources: Florida Department of State