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OAKCREST ADVISORY, INC. - Florida Company Profile

Company Details

Entity Name: OAKCREST ADVISORY, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

OAKCREST ADVISORY, 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: 21 Dec 2007 (17 years ago)
Last Event: AMENDMENT AND NAME CHANGE
Event Date Filed: 01 Feb 2021 (4 years ago)
Document Number: P07000134247
FEI/EIN Number 261648890

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

Address: 26336 Augusta Creek Road, BONITA SPRINGS, FL, 34134, US
Mail Address: PO Box 366637, BONITA SPRINGS, FL, 34135, US
ZIP code: 34134
County: Lee
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
COGENCY GLOBAL INC. Agent -
NORRIS NORMAN L President 26336 Augusta Creek Road, BONITA SPRINGS, FL, 34134
NORRIS NORMAN L Secretary 26336 Augusta Creek Road, BONITA SPRINGS, FL, 34134
NORRIS NANCY T Vice President 26336 Augusta Creek Road, BONITA SPRINGS, FL, 34134
NORRIS NANCY T Treasurer 26336 Augusta Creek Road, BONITA SPRINGS, FL, 34134

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-03-05 26336 Augusta Creek Road, BONITA SPRINGS, FL 34134 -
CHANGE OF MAILING ADDRESS 2024-03-05 26336 Augusta Creek Road, BONITA SPRINGS, FL 34134 -
AMENDMENT AND NAME CHANGE 2021-02-01 OAKCREST ADVISORY, INC. -
REGISTERED AGENT NAME CHANGED 2021-02-01 COGENCY GLOBAL INC. -
REGISTERED AGENT ADDRESS CHANGED 2021-02-01 115 NORTH CALHOUN STREET, SUITE 4, TALLAHASSEE, FL 32301 -
MERGER 2007-12-31 - CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 1. MERGER NUMBER 300000071293

Documents

Name Date
ANNUAL REPORT 2024-03-05
ANNUAL REPORT 2023-02-15
ANNUAL REPORT 2022-03-28
Amendment and Name Change 2021-02-01
ANNUAL REPORT 2021-01-28
ANNUAL REPORT 2020-03-25
Reg. Agent Change 2019-04-11
ANNUAL REPORT 2019-04-03
ANNUAL REPORT 2018-03-13
ANNUAL REPORT 2017-03-18

Date of last update: 02 Mar 2025

Sources: Florida Department of State