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BATTS MORRISON WALES & LEE, P.A. - Florida Company Profile

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Company Details

Entity Name: BATTS MORRISON WALES & LEE, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 27 Jan 2006 (19 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 26 Apr 2010 (15 years ago)
Document Number: P06000013092
FEI/EIN Number 204193611
Address: 801 NORTH ORANGE AVENUE, SUITE 800, ORLANDO, FL, 32801, US
Mail Address: 801 NORTH ORANGE AVENUE, SUITE 800, ORLANDO, FL, 32801, US
ZIP code: 32801
City: Orlando
County: Orange
Place of Formation: FLORIDA

Links between entities

Type:
Headquarter of
Company Number:
4643946
State:
NEW YORK
Type:
Headquarter of
Company Number:
20191407244
State:
COLORADO

Key Officers & Management

Name Role Address
- Agent -
BATTS MICHAEL E Director 801 NORTH ORANGE AVENUE, SUITE 800, ORLANDO, FL, 32801
MORRISON KIMBERLY D Vice President 801 NORTH ORANGE AVENUE, SUITE 800, ORLANDO, FL, 32801
WALES MICHELE M Vice President 801 NORTH ORANGE AVENUE, SUITE 800, ORLANDO, FL, 32801
LEE MICHAEL M Vice President 801 NORTH ORANGE AVENUE, SUITE 800, ORLANDO, FL, 32801
Romano Leonard Asst 801 NORTH ORANGE AVENUE, SUITE 800, ORLANDO, FL, 32801

Form 5500 Series

Employer Identification Number (EIN):
204193611
Plan Year:
2023
Number Of Participants:
32
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
33
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
27
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
30
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
25
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G10000037167 BATTS MORRISON WALES & LEE ACTIVE 2010-04-27 2030-12-31 - 801 NORTH ORANGE AVENUE, SUITE 800, ORLANDO, FL, 32801

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2023-08-29 CORPORATION SERVICE COMPANY -
REGISTERED AGENT ADDRESS CHANGED 2023-08-29 1201 HAYS STREET, TALLAHASSEE, FL 32301-2525 -
CHANGE OF PRINCIPAL ADDRESS 2011-08-19 801 NORTH ORANGE AVENUE, SUITE 800, ORLANDO, FL 32801 -
CHANGE OF MAILING ADDRESS 2011-08-19 801 NORTH ORANGE AVENUE, SUITE 800, ORLANDO, FL 32801 -
NAME CHANGE AMENDMENT 2010-04-26 BATTS MORRISON WALES & LEE, P.A. -
AMENDMENT AND NAME CHANGE 2006-02-02 BATTS, MORRISON, WALES & LEE, P.A. -

Documents

Name Date
ANNUAL REPORT 2024-03-09
Reg. Agent Change 2023-08-29
Reg. Agent Resignation 2023-06-09
ANNUAL REPORT 2023-03-24
ANNUAL REPORT 2022-03-18
ANNUAL REPORT 2021-02-15
ANNUAL REPORT 2020-02-06
ANNUAL REPORT 2019-03-07
ANNUAL REPORT 2018-03-07
ANNUAL REPORT 2017-03-20

USAspending Awards / Financial Assistance

Date:
2020-04-14
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:
429000.00
Total Face Value Of Loan:
429000.00

Trademarks

Serial Number:
97931160
Mark:
BMWL CPAS FOR NONPROFITS
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2023-05-11
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
BMWL CPAS FOR NONPROFITS

Goods And Services

For:
Accounting and business auditing services
First Use:
2023-05-08
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
97931151
Mark:
CPAS FOR NONPROFITS
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2023-05-11
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CPAS FOR NONPROFITS

Goods And Services

For:
Accounting and business auditing services
First Use:
2023-04-23
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
88375609
Mark:
THE CPA FIRM NONPROFITS TRUST WHEN THEY ABSOLUTELY NEED TO KNOW THEIR FINANCIAL BASES ARE COVERED
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-04-08
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
THE CPA FIRM NONPROFITS TRUST WHEN THEY ABSOLUTELY NEED TO KNOW THEIR FINANCIAL BASES ARE COVERED

Goods And Services

For:
Accounting and business auditing services
First Use:
2020-03-20
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
88375594
Mark:
EXCELLENCE IS IN THE DETAILS
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-04-08
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
EXCELLENCE IS IN THE DETAILS

Goods And Services

For:
Accounting and business auditing services
First Use:
2020-05-04
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
88292091
Mark:
BMWL
Status:
ABANDONED - AFTER PUBLICATION
Mark Type:
SERVICE MARK
Application Filing Date:
2019-02-07
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
BMWL

Goods And Services

For:
Accounting and business auditing services
First Use:
2010-07-14
International Classes:
035 - Primary Class
Class Status:
Abandoned

Paycheck Protection Program

Jobs Reported:
32
Initial Approval Amount:
$429,000
Date Approved:
2020-04-14
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$429,000
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$433,015.92
Servicing Lender:
SouthState Bank, National Association
Use of Proceeds:
Payroll: $429,000

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Date of last update: 01 Jul 2025

Sources: Florida Department of State