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DODDS WEALTH ADVISORS, INC. - Florida Company Profile

Company Details

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

DODDS 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: 19 Jun 2014 (11 years ago)
Document Number: P14000053457
FEI/EIN Number 47-1160715

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

Address: 1400 MARSH LANDING PKWY., SUITE 105, JACKSONVILLE BEACH, FL, 32250, US
Mail Address: 1400 MARSH LANDING PKWY., SUITE 105, JACKSONVILLE BEACH, FL, 32250, US
ZIP code: 32250
County: Duval
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DODDS WEALTH ADVISORS, INC. 401(K) PLAN 2023 471160715 2024-08-07 DODDS WEALTH ADVISORS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9048342049
Plan sponsor’s address 1400 MARSH LANDING PKWY., SUITE 105, JACKSONVILLE, FL, 32250

Signature of

Role Plan administrator
Date 2024-08-07
Name of individual signing BRIAN P. DODDS
Valid signature Filed with authorized/valid electronic signature
DODDS WEALTH ADVISORS, INC. 401(K) PLAN 2022 471160715 2023-05-08 DODDS WEALTH ADVISORS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9048342049
Plan sponsor’s address 1400 MARSH LANDING PKWY., SUITE 105, JACKSONVILLE, FL, 32250

Signature of

Role Plan administrator
Date 2023-05-08
Name of individual signing BRIAN P. DODDS
Valid signature Filed with authorized/valid electronic signature
DODDS WEALTH ADVISORS, INC. 401(K) PLAN 2021 471160715 2022-05-13 DODDS WEALTH ADVISORS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9048342049
Plan sponsor’s address 1400 MARSH LANDING PKWY., SUITE 105, JACKSONVILLE, FL, 32250

Signature of

Role Plan administrator
Date 2022-05-13
Name of individual signing BRIAN P. DODDS
Valid signature Filed with authorized/valid electronic signature
DODDS WEALTH ADVISORS, INC. 401(K) PLAN 2020 471160715 2021-07-02 DODDS WEALTH ADVISORS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9048342049
Plan sponsor’s address 1400 MARSH LANDING PKWY., SUITE 105, JACKSONVILLE BEACH, FL, 32250

Signature of

Role Plan administrator
Date 2021-07-02
Name of individual signing BRIAN P. DODDS
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
DODDS BRIAN P President 1400 MARSH LANDING PKWY. SUITE 105, JACKSONVILLE BEACH, FL, 32250
DODDS BRIAN P Agent 1400 MARSH LANDING PKWY., JACKSONVILLE BEACH, FL, 32250

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2024-03-26 DODDS, BRIAN P. -

Documents

Name Date
ANNUAL REPORT 2024-03-26
ANNUAL REPORT 2023-04-20
ANNUAL REPORT 2022-03-07
ANNUAL REPORT 2021-03-26
ANNUAL REPORT 2020-04-10
ANNUAL REPORT 2019-04-03
ANNUAL REPORT 2018-03-06
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-04-19
ANNUAL REPORT 2015-04-17

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6881507706 2020-05-01 0491 PPP 1400 MARSH LANDING PKWY, JACKSONVILLE BEACH, FL, 32250-2492
Loan Status Date 2021-08-11
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 38400
Loan Approval Amount (current) 38400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 44449
Servicing Lender Name PNC Bank, National Association
Servicing Lender Address 222 Delaware Ave, WILMINGTON, DE, 19801-1621
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address JACKSONVILLE BEACH, DUVAL, FL, 32250-2492
Project Congressional District FL-05
Number of Employees 3
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 44449
Originating Lender Name PNC Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 38846.93
Forgiveness Paid Date 2021-07-02

Date of last update: 03 May 2025

Sources: Florida Department of State