CPA FINANCIAL MANAGEMENT, INC. - Florida Company Profile

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Company Details

Entity Name:	CPA FINANCIAL MANAGEMENT, INC.
Jurisdiction:	FLORIDA
Filing Type:	Domestic Profit
Status:	Inactive
Date Filed:	16 Jan 2003 (23 years ago)
Date of dissolution:	28 Jan 2022 (4 years ago)
Last Event:	VOLUNTARY DISSOLUTION
Event Date Filed:	28 Jan 2022 (4 years ago)
Document Number:	P03000006131
FEI/EIN Number	651169374
Address:	5425 VILLAGE DR, VIERA, FL, 32955, US
Mail Address:	5425 VILLAGE DR, VIERA, FL, 32955, US
ZIP code:	32955
City:	Rockledge
County:	Brevard
Place of Formation:	FLORIDA

Key Officers & Management

Name	Role	Address
CANTWELL & GOLDMAN, P.A.	Agent	96 WILLARD ST, COCOA, FL, 32922
SPANIOL GERALD S	Director	1489 N OHANA PLACE, TUCSON, AZ, 85715

Form 5500 Series

Employer Identification Number (EIN):

651169374

Plan Year:

2016

Number Of Participants:

Sponsors Telephone Number:

3217281196

File:

View File

Plan Year:

2016

Number Of Participants:

Sponsors Telephone Number:

3216314326

File:

View File

Plan Year:

2015

Number Of Participants:

Sponsors Telephone Number:

3217281196

File:

View File

Plan Year:

2014

Number Of Participants:

Sponsors Telephone Number:

3217281196

File:

View File

Plan Year:

2013

Number Of Participants:

Sponsors Telephone Number:

3217281196

File:

View File

Fictitious Names

Registration Number	Fictitious Name	Status	Filed Date	Expiration Date	Cancellation Date	Mailing Address
G11000037090	LIFESPAN WEALTH MANAGEMENT	EXPIRED	2011-04-15	2016-12-31	-	2184 ROCKLEDGE DRIVE, ROCKLEDGE, FL, 32955

Events

Event Type	Filed Date	Value	Description
VOLUNTARY DISSOLUTION	2022-01-28	-	-
REGISTERED AGENT NAME CHANGED	2021-12-14	CANTWELL & GOLDMAN, P.A.	-
REGISTERED AGENT ADDRESS CHANGED	2021-12-14	96 WILLARD ST, STE 302, COCOA, FL 32922	-
CHANGE OF PRINCIPAL ADDRESS	2021-09-27	5425 VILLAGE DR, SUITE 103, VIERA, FL 32955	-
CHANGE OF MAILING ADDRESS	2021-09-27	5425 VILLAGE DR, SUITE 103, VIERA, FL 32955	-

Documents

Name	Date
VOLUNTARY DISSOLUTION	2022-01-28
Reg. Agent Change	2021-12-14
ANNUAL REPORT	2021-02-24
ANNUAL REPORT	2020-04-03
ANNUAL REPORT	2019-04-22
ANNUAL REPORT	2018-03-28
ANNUAL REPORT	2017-07-01
ANNUAL REPORT	2016-03-01
ANNUAL REPORT	2015-03-21
ANNUAL REPORT	2014-04-06

Trademarks

Serial Number:

85327531

Mark:

LIFESPAN WEALTH MANAGEMENT

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:

2011-05-23

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

LIFESPAN WEALTH MANAGEMENT

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Financial planning; Financial services, namely, wealth management services; Insurance agencies; Investment advisory services; Investment consultancy

International Classes:

036 - Primary Class

Class Status:

ACTIVE

Serial Number:

85302526

Mark:

LIFESPAN WEALTH MANAGEMENT

Status:

Mark Type:

Service Mark

Application Filing Date:

2011-04-22

Mark Drawing Type:

3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)

Mark Literal Elements:

LIFESPAN WEALTH MANAGEMENT

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Financial planning; Financial services, namely, wealth management services; Insurance agencies; Investment advisory services; Investment consultancy

International Classes:

036 - Primary Class

Class Status:

ACTIVE

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SPANIOL GERALD S

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Date of last update: 01 Aug 2025

Sources: Florida Department of State