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WEALTH ADVISORS GROUP, INC. - Florida Company Profile

Company Details

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

WEALTH ADVISORS GROUP, 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: 26 Aug 2013 (12 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 18 Feb 2015 (10 years ago)
Document Number: P13000070861
FEI/EIN Number 46-3610470

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

Address: 2000 RIO DE JANEIRO AVE, SUITE 4, PUNTA GORDA, FL, 33983, US
Mail Address: 2000 RIO DE JANEIRO AVE, SUITE 4, PUNTA GORDA, FL, 33983, US
ZIP code: 33983
County: Charlotte
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
LODES DANIEL R President 2000 RIO DE JANEIRO AVE. SUITE 4, PUNTA GORDA, FL, 33983
LODES DANIEL R Agent 2000 RIO DE JANEIRO AVE., PUNTA GORDA, FL, 33983

Events

Event Type Filed Date Value Description
REINSTATEMENT 2015-02-18 - -
REGISTERED AGENT NAME CHANGED 2015-02-18 LODES, DANIEL R -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2014-09-26 - -

Documents

Name Date
ANNUAL REPORT 2025-02-10
ANNUAL REPORT 2024-02-09
ANNUAL REPORT 2023-01-19
ANNUAL REPORT 2022-01-28
ANNUAL REPORT 2021-02-04
ANNUAL REPORT 2020-01-20
ANNUAL REPORT 2019-04-16
ANNUAL REPORT 2018-03-02
ANNUAL REPORT 2017-02-10
ANNUAL REPORT 2016-04-07

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7187198503 2021-03-05 0455 PPS 2000 Rio de Janeiro Ave Ste 4, Punta Gorda, FL, 33983-8649
Loan Status Date 2022-09-20
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 7880
Loan Approval Amount (current) 7880
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Punta Gorda, CHARLOTTE, FL, 33983-8649
Project Congressional District FL-17
Number of Employees 1
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 7992.69
Forgiveness Paid Date 2022-08-11
6298917409 2020-05-14 0455 PPP 2000 RIO DE JANEIRO AVE STE 4, PUNTA GORDA, FL, 33983-8649
Loan Status Date 2021-06-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 7879
Loan Approval Amount (current) 7879
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address PUNTA GORDA, CHARLOTTE, FL, 33983-8649
Project Congressional District FL-17
Number of Employees 1
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 7955.85
Forgiveness Paid Date 2021-05-06

Date of last update: 01 Apr 2025

Sources: Florida Department of State