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LEGACY ADVISORS,INC. - Florida Company Profile

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Company Details

Entity Name: LEGACY ADVISORS,INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

LEGACY 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: 13 Apr 2010 (15 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 23 Aug 2013 (12 years ago)
Document Number: P10000031898
FEI/EIN Number 272344729

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

Address: 1601 Belvedere Rd., South Tower, WEST PALM BEACH, FL, 33406, US
Mail Address: 1601 Belvedere Rd., South Tower, WEST PALM BEACH, FL, 33406, US
ZIP code: 33406
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
MARTIN MICHAEL A President 172 Bent Tree Dr., PALM BEACH GARDENS, FL, 33418
Martin Katherine Vice President 172 Bent Tree Dr., Palm Beach Gardens, FL, 33418
MARTIN MICHAEL A Agent 172 Bent Tree Dr., Palm Beach Gardens, FL, 33418

Form 5500 Series

Employer Identification Number (EIN):
272344729
Plan Year:
2023
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
4
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2019-01-30 1601 Belvedere Rd., South Tower, 305-S, WEST PALM BEACH, FL 33406 -
CHANGE OF MAILING ADDRESS 2019-01-30 1601 Belvedere Rd., South Tower, 305-S, WEST PALM BEACH, FL 33406 -
REGISTERED AGENT ADDRESS CHANGED 2015-01-12 172 Bent Tree Dr., Palm Beach Gardens, FL 33418 -
NAME CHANGE AMENDMENT 2013-08-23 LEGACY ADVISORS,INC. -

Documents

Name Date
ANNUAL REPORT 2025-01-28
ANNUAL REPORT 2024-01-11
ANNUAL REPORT 2023-01-30
ANNUAL REPORT 2022-01-25
ANNUAL REPORT 2021-01-12
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-01-30
ANNUAL REPORT 2018-01-22
ANNUAL REPORT 2017-02-09
ANNUAL REPORT 2016-01-25

Trademarks

Serial Number:
97622733
Mark:
PURPOSEFUL ASSET PLACEMENT
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2022-10-07
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
PURPOSEFUL ASSET PLACEMENT

Goods And Services

For:
Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk assessment services; Financial services, namely, wealth...
First Use:
2022-09-30
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
88448554
Mark:
FINANCIAL LEADERSHIP . . . DELIVERED
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-05-28
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
FINANCIAL LEADERSHIP . . . DELIVERED

Goods And Services

For:
Financial services, namely, life insurance underwriting, investment management and retirement financial planning services
First Use:
2019-05-16
International Classes:
036 - Primary Class
Class Status:
Active
For:
Tax consultation; Accounting consultation
First Use:
2019-05-16
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
88199770
Mark:
LEGACY FINANCIAL PARTNERS BIG PICTURE BLUEPRINT
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2018-11-19
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
LEGACY FINANCIAL PARTNERS BIG PICTURE BLUEPRINT

Goods And Services

For:
Financial services, namely, life insurance underwriting, investment management and retirement financial planning services
First Use:
2018-10-25
International Classes:
036 - Primary Class
Class Status:
Active
For:
Tax consultation; Accounting consultation
First Use:
2018-10-25
International Classes:
035 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2021-03-02
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
41637
Current Approval Amount:
41637
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
41782.73

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Date of last update: 03 Jun 2025

Sources: Florida Department of State