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ULIN & CO. WEALTH MANAGEMENT, INC. - Florida Company Profile

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Company Details

Entity Name: ULIN & CO. WEALTH MANAGEMENT, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

ULIN & CO. WEALTH MANAGEMENT, 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: 23 Oct 2009 (16 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 15 Mar 2023 (2 years ago)
Document Number: P09000087722
FEI/EIN Number 271173940

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

Address: 301 Yamato Road, BOCA RATON, FL, 33431, US
Mail Address: 301 Yamato Road, BOCA RATON, FL, 33431, US
ZIP code: 33431
City: Boca Raton
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
ULIN JON W President 2384 NW 49th Lane, BOCA RATON, FL, 33431
ULIN JON W Agent 301 Yamato Road, BOCA RATON, FL, 33431

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G13000042203 ULIN & CO. WEALTH MANAGEMENT ACTIVE 2013-05-02 2028-12-31 - 301 YAMATO ROAD, 3150, BOCA RATON, FL, 33431

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2023-03-15 ULIN, JON W -
REINSTATEMENT 2023-03-15 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2022-09-23 - -
NAME CHANGE AMENDMENT 2019-12-12 ULIN & CO. WEALTH MANAGEMENT, INC. -
CHANGE OF PRINCIPAL ADDRESS 2019-01-11 301 Yamato Road, Suite 3150, BOCA RATON, FL 33431 -
CHANGE OF MAILING ADDRESS 2019-01-11 301 Yamato Road, Suite 3150, BOCA RATON, FL 33431 -
REGISTERED AGENT ADDRESS CHANGED 2019-01-11 301 Yamato Road, Suite 3150, BOCA RATON, FL 33431 -

Documents

Name Date
ANNUAL REPORT 2024-08-06
REINSTATEMENT 2023-03-15
ANNUAL REPORT 2021-07-27
ANNUAL REPORT 2020-02-27
Name Change 2019-12-12
ANNUAL REPORT 2019-01-11
ANNUAL REPORT 2018-01-24
ANNUAL REPORT 2017-04-24
ANNUAL REPORT 2016-04-04
ANNUAL REPORT 2015-02-10

USAspending Awards / Financial Assistance

Date:
2020-04-28
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:
26300.00
Total Face Value Of Loan:
26300.00

Trademarks

Serial Number:
88454579
Mark:
PLAN YOUR BEST LIFE
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-05-31
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
PLAN YOUR BEST LIFE

Goods And Services

For:
Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance and financial information and consultancy services; Providing inform...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
87467387
Mark:
GAIN A WEALTH OF INSIGHT
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2017-05-29
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
GAIN A WEALTH OF INSIGHT

Goods And Services

For:
On-line journals, namely, blogs featuring finance, investing, and wealth management advice.; Providing online newsletters in the field of finance, investing, and wealth management advice via e-mail
First Use:
2013-08-01
International Classes:
041 - Primary Class
Class Status:
Active
For:
Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance and financial information and consultancy services; Providing inform...
First Use:
2013-08-01
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
87467375
Mark:
MASTERING YOUR WEALTH
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2017-05-29
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
MASTERING YOUR WEALTH

Goods And Services

For:
Entertainment and educational services, namely, the presentation of seminars, lectures, workshops and panel discussions, and ongoing television and radio talk shows all in the field of public interest concerning finance and investing
First Use:
2017-04-16
International Classes:
041 - Primary Class
Class Status:
Active
For:
Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance and financial information and consultancy services; Providing inform...
First Use:
2017-04-16
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$26,300
Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$26,300
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$26,418.35
Servicing Lender:
Paradise Bank
Use of Proceeds:
Payroll: $18,300
Utilities: $1,000
Rent: $7,000

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Date of last update: 01 Jul 2025

Sources: Florida Department of State