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SHERIDAN WEALTH ADVISORS, INC.

SHERIDAN WEALTH ADVISORS, INC. - Florida Company Profile

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Company Details

Entity Name:	SHERIDAN WEALTH ADVISORS, INC.
Jurisdiction:	FLORIDA
Filing Type:	Domestic Profit
Status:	Active
Date Filed:	06 May 2003 (22 years ago)
Last Event:	NAME CHANGE AMENDMENT
Event Date Filed:	26 Jan 2009 (17 years ago)
Document Number:	P03000050124
FEI/EIN Number	650042801
Address:	68 SE 6th Street, Miami, FL, 33131, US
Mail Address:	68 SE 6th Street, Miami, FL, 33131, US
ZIP code:	33131
City:	Miami
County:	Miami-Dade
Place of Formation:	FLORIDA

Key Officers & Management

Name	Role	Address
SHERIDAN MARC	President	68 SE 6th Street, Miami, FL, 33131
-	Agent	-
Sheridan Sarah	Vice President	68 SE 6th Street, Miami, FL, 33131

Events

Event Type	Filed Date	Value	Description
REGISTERED AGENT NAME CHANGED	2024-05-15	PARACORP INCORPORATED	-
REGISTERED AGENT ADDRESS CHANGED	2024-05-15	155 Office Plaza Drive, 1st Floor, Tallahassee,, FL 32301	-
CHANGE OF PRINCIPAL ADDRESS	2023-01-05	68 SE 6th Street, #3903, Miami, FL 33131	-
CHANGE OF MAILING ADDRESS	2023-01-05	68 SE 6th Street, #3903, Miami, FL 33131	-
NAME CHANGE AMENDMENT	2009-01-26	SHERIDAN WEALTH ADVISORS, INC.	-

Documents

Name	Date
ANNUAL REPORT	2025-01-21
ANNUAL REPORT	2024-05-15
ANNUAL REPORT	2023-01-05
ANNUAL REPORT	2022-04-08
ANNUAL REPORT	2021-03-16
ANNUAL REPORT	2020-06-07
ANNUAL REPORT	2019-04-23
ANNUAL REPORT	2018-03-22
ANNUAL REPORT	2017-03-16
ANNUAL REPORT	2016-03-29

USAspending Awards / Financial Assistance

Date:

2020-05-03

Link:

View on USAspending

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:

49207.00

Total Face Value Of Loan:

49207.00

Trademarks

Serial Number:

88766248

Mark:

FORENSIC REVIEW OF RISKS TO RETIREMENT PLANNING

Status:

ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE

Mark Type:

SERVICE MARK

Application Filing Date:

2020-01-20

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

FORENSIC REVIEW OF RISKS TO RETIREMENT PLANNING

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Financial planning for retirement; Financial retirement plan consulting services

First Use:

2020-01-06

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

88614116

Mark:

FORENSIC REVIEWS OF ANNUITIES

Status:

ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE

Mark Type:

SERVICE MARK

Application Filing Date:

2019-09-12

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

FORENSIC REVIEWS OF ANNUITIES

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Life insurance brokerage

First Use:

2019-07-12

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

88537189

Mark:

FORENSIC REVIEWS OF LONG TERM CARE

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2019-07-25

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

FORENSIC REVIEWS OF LONG TERM CARE

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Insurance consulting in the field of life and health insurance

First Use:

2019-05-31

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

88534060

Mark:

FORENSIC REVIEWS OF ROTH IRAS

Status:

ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE

Mark Type:

SERVICE MARK

Application Filing Date:

2019-07-24

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

FORENSIC REVIEWS OF ROTH IRAS

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Advice on finance during retirement; Financial retirement plan consulting services; Financial planning for retirement; Individual retirement account services

First Use:

2019-05-31

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

88333297

Mark:

FORENSIC REVIEWS OF IRAS

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2019-03-10

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

FORENSIC REVIEWS OF IRAS

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance information; Insurance information and consultancy; Insurance services, namely, insurance eligibility review and verification and consultation in the Life Insurance industry; Consulting and information concerning ins...

First Use:

2019-03-05

International Classes:

036 - Primary Class

Class Status:

Active

Paycheck Protection Program

Jobs Reported:

Initial Approval Amount:

$49,207

Date Approved:

2020-05-01

Loan Status:

Paid in Full

SBA Guaranty Percentage:

100

Current Approval Amount:

$49,207

Race:

Unanswered

Ethnicity:

Unknown/NotStated

Gender:

Unanswered

Veteran:

Unanswered

Forgiveness Amount:

$4,089.93

Servicing Lender:

Bank of America, National Association

Use of Proceeds:

Payroll: $49,207

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Date of last update: 02 Aug 2025

Sources: Florida Department of State