| Entity Name: | COLLABORATIVE FINANCIAL STRATEGIES, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Domestic Profit
COLLABORATIVE FINANCIAL STRATEGIES, 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: | 19 May 2009 (16 years ago) |
| Last Event: | REINSTATEMENT |
| Event Date Filed: | 08 Oct 2024 (7 months ago) |
| Document Number: | P09000044082 |
| FEI/EIN Number |
270227919
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 9191 RG Skinner Pkwy., Ste. 502, JACKSONVILLE, FL, 32256, US |
| Mail Address: | 9191 RG Skinner Pkwy., Ste. 502, JACKSONVILLE, FL, 32256, US |
| ZIP code: | 32256 |
| County: | Duval |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COLLABORATIVE FINANCIAL STRATEGIES, INC. 401(K) P/S PLAN | 2016 | 270227919 | 2017-07-19 | COLLABORATIVE FINANCIAL STRATEGIES, INC. | 10 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 270227919 |
| Plan administrator’s name | COLLABORATIVE FINANCIAL STRATEGIES, INC. |
| Plan administrator’s address | 7807 BAYMEADOWS RD E STE 402, JACKSONVILLE, FL, 32256 |
| Administrator’s telephone number | 9044250943 |
Signature of
| Role | Plan administrator |
| Date | 2017-07-19 |
| Name of individual signing | SAM MAGDALEIN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| STRATTON ERIC F | Director | 9191 RG Skinner Pkwy., Ste. 502, JACKSONVILLE, FL, 32256 |
| Magdalein Sam | Vice President | 9191 RG Skinner Pkwy., Ste. 502, JACKSONVILLE, FL, 32256 |
| STRATTON ERIC F | Agent | 9191 RG Skinner Pkwy., Ste. 502, JACKSONVILLE, FL, 32256 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G13000036409 | STRATTON & COMPANY | EXPIRED | 2013-04-16 | 2018-12-31 | - | 7807 BAYMEADOWS ROAD, EAST, SUITE 402, JACKSONVILLE, FL, 32256 |
| G12000120477 | STRATTON & COMPANY RETIREMENT FINANCIAL STRATEGIES | EXPIRED | 2012-12-13 | 2017-12-31 | - | 7807 BAYMEADOWS ROAD, SUITE 402, JACKSONVILLE, FL, 32256 |
| G12000081139 | THE RETIREMENT TEAM | EXPIRED | 2012-08-15 | 2017-12-31 | - | 7807 BAYMEADOWS DR., E., SUITE 402, JACKSONVILLE, FL, 32256 |
| G09000186470 | MAGDALEIN & STRATTON | EXPIRED | 2009-12-18 | 2014-12-31 | - | 4887 BELFORT ROAD, 205, JACKSONVILLE, FL, 32256 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT NAME CHANGED | 2024-10-08 | STRATTON, ERIC F | - |
| REINSTATEMENT | 2024-10-08 | - | - |
| ADMIN DISSOLUTION FOR ANNUAL REPORT | 2024-09-27 | - | - |
| CHANGE OF PRINCIPAL ADDRESS | 2023-04-24 | 9191 RG Skinner Pkwy., Ste. 502, JACKSONVILLE, FL 32256 | - |
| CHANGE OF MAILING ADDRESS | 2023-04-24 | 9191 RG Skinner Pkwy., Ste. 502, JACKSONVILLE, FL 32256 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2023-04-24 | 9191 RG Skinner Pkwy., Ste. 502, JACKSONVILLE, FL 32256 | - |
| ARTICLES OF CORRECTION | 2009-06-18 | - | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-02-12 |
| REINSTATEMENT | 2024-10-08 |
| ANNUAL REPORT | 2023-04-24 |
| ANNUAL REPORT | 2022-03-16 |
| ANNUAL REPORT | 2021-04-15 |
| ANNUAL REPORT | 2020-03-30 |
| ANNUAL REPORT | 2019-04-16 |
| ANNUAL REPORT | 2018-04-23 |
| ANNUAL REPORT | 2017-03-16 |
| ANNUAL REPORT | 2016-04-12 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 7859408302 | 2021-01-28 | 0491 | PPS | 7807 Baymeadows Rd E Ste 402, Jacksonville, FL, 32256-9668 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 01 Apr 2025
Sources: Florida Department of State
