| Entity Name: | CORE WEALTH ADVISORS, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Domestic Profit
CORE WEALTH 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: | 12 Nov 2013 (11 years ago) |
| Document Number: | P13000092035 |
| FEI/EIN Number |
46-4043337
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 124 S Florida Ave, 4th Floor, LAKELAND, FL, 33801, US |
| Mail Address: | 124 S Florida Ave, 4th Floor, LAKELAND, FL, 33801, US |
| ZIP code: | 33801 |
| County: | Polk |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1770532 | 124 SOUTH FLORIDA AVENUE, SUITE 4, LAKELAND, FL, 33801 | 124 SOUTH FLORIDA AVENUE, SUITE 4, LAKELAND, FL, 33801 | 8639044745 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2024-11-13 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-09-12
| Form type | N-PX |
| File number | 028-20093 |
| Filing date | 2024-09-12 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-15
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2024-08-15 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-15
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2024-05-15 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-14
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2024-02-14 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-13
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2023-11-13 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-14
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2023-08-14 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-27
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2023-04-27 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-14
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2023-02-14 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-10
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2022-11-10 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-12
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2022-08-12 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-16
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2022-05-16 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-14
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2022-02-14 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-09
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2021-11-09 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-03
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2021-08-03 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-04
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2021-05-04 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-05
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2021-02-05 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-12
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2020-11-12 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-07-31
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2020-07-31 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-29
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2020-04-29 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-14
| Form type | 13F-HR |
| File number | 028-20093 |
| Filing date | 2020-02-14 |
| Reporting date | 2019-12-31 |
| File | View File |
| Name | Role | Address |
|---|---|---|
| FOSS CHARLES T | President | 733 Mississippi Ave, LAKELAND, FL, 33801 |
| DUNHAM NATHAN | Vice President | 4818 HANCOCK LAKE ROAD, LAKELAND, FL, 33812 |
| Foss Andrew | Vice President | 2570 Laurel Glen Dr, LAKELAND, FL, 33803 |
| Weaver Paul | Chief Compliance Officer | 7540 Reflections Drive, Lakeland, FL, 33813 |
| FOSS CHARLES T | Agent | 733 Mississippi Ave, LAKELAND, FL, 33801 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2019-01-29 | 124 S Florida Ave, 4th Floor, LAKELAND, FL 33801 | - |
| CHANGE OF MAILING ADDRESS | 2019-01-29 | 124 S Florida Ave, 4th Floor, LAKELAND, FL 33801 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2016-01-26 | 733 Mississippi Ave, LAKELAND, FL 33801 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-02-07 |
| ANNUAL REPORT | 2023-01-25 |
| ANNUAL REPORT | 2022-03-07 |
| ANNUAL REPORT | 2021-02-02 |
| ANNUAL REPORT | 2020-03-19 |
| ANNUAL REPORT | 2019-01-29 |
| ANNUAL REPORT | 2018-01-11 |
| ANNUAL REPORT | 2017-01-23 |
| ANNUAL REPORT | 2016-01-26 |
| ANNUAL REPORT | 2015-01-10 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1364857106 | 2020-04-10 | 0455 | PPP | 124 S FLORIDA AVE 4TH FLOOR, LAKELAND, FL, 33801-4633 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 02 Apr 2025
Sources: Florida Department of State
