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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

CPA FINANCIAL MANAGEMENT, 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: 16 Jan 2003 (22 years ago)
Date of dissolution: 28 Jan 2022 (3 years ago)
Last Event: VOLUNTARY DISSOLUTION
Event Date Filed: 28 Jan 2022 (3 years ago)
Document Number: P03000006131
FEI/EIN Number 651169374

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

Address: 5425 VILLAGE DR, VIERA, FL, 32955, US
Mail Address: 5425 VILLAGE DR, VIERA, FL, 32955, US
ZIP code: 32955
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:
3
Sponsors Telephone Number:
Plan Year:
2016
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2015
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2014
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2013
Number Of Participants:
3
Sponsors Telephone Number:

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

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:
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:
2011-04-22
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
LIFESPAN WEALTH MANAGEMENT

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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Date of last update: 01 Jul 2025

Sources: Florida Department of State