| Entity Name: | SRM WEALTH ADVISORS , INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Domestic Profit
SRM WEALTH ADVISORS , 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: |
Active
The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness. |
| Date Filed: | 02 Feb 2005 (20 years ago) |
| Document Number: | P05000017411 |
| FEI/EIN Number |
202264472
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 4944 NW 23rd Court, Boca Raton, FL, 33431, US |
| Mail Address: | 4944 NW 23rd Court, Boca Raton, FL, 33431, US |
| ZIP code: | 33431 |
| County: | Palm Beach |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| Montgomery Scott R | President | 4944 NW 23rd Court, Boca Raton, FL, 33431 |
| Montgomery Scott R | Secretary | 4944 NW 23rd Court, Boca Raton, FL, 33431 |
| Montgomery Scott R | Agent | 4944 NW 23rd Court, Boca Raton, FL, 33431 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2021-01-11 | 4944 NW 23rd Court, Boca Raton, FL 33431 | - |
| CHANGE OF MAILING ADDRESS | 2021-01-11 | 4944 NW 23rd Court, Boca Raton, FL 33431 | - |
| REGISTERED AGENT NAME CHANGED | 2021-01-11 | Montgomery, Scott R | - |
| REGISTERED AGENT ADDRESS CHANGED | 2021-01-11 | 4944 NW 23rd Court, Boca Raton, FL 33431 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-02-11 |
| ANNUAL REPORT | 2023-01-23 |
| ANNUAL REPORT | 2022-01-24 |
| ANNUAL REPORT | 2021-01-11 |
| ANNUAL REPORT | 2020-01-15 |
| ANNUAL REPORT | 2019-02-07 |
| ANNUAL REPORT | 2018-02-08 |
| ANNUAL REPORT | 2017-01-22 |
| ANNUAL REPORT | 2016-01-19 |
| ANNUAL REPORT | 2015-01-10 |
Date of last update: 01 May 2025
Sources: Florida Department of State
