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NOVAK & POWELL FINANCIAL SERVICES, INC. - Florida Company Profile

Company Details

Entity Name: NOVAK & POWELL FINANCIAL SERVICES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

NOVAK & POWELL FINANCIAL SERVICES, 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: 21 Dec 2016 (8 years ago)
Last Event: CORPORATE MERGER
Event Date Filed: 29 Dec 2016 (8 years ago)
Document Number: P16000100149
FEI/EIN Number 84-0896870

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

Address: 146 SECOND STREET NORTH STE 310, ST. PETERSBURG, FL, 33701, US
Mail Address: 146 SECOND STREET NORTH STE 310, ST. PETERSBURG, FL, 33701, US
ZIP code: 33701
County: Pinellas
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
0002011548 146 SECOND STREET NORTH, SUITE 310, ST. PETERSBURG, FL, 33701 146 SECOND STREET NORTH, SUITE 310, ST. PETERSBURG, FL, 33701 727-451-3440

Filings since 2025-02-18

Form type 13F-HR
File number 028-23984
Filing date 2025-02-18
Reporting date 2024-12-31
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Filings since 2024-11-14

Form type 13F-HR
File number 028-23984
Filing date 2024-11-14
Reporting date 2024-09-30
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Filings since 2024-08-15

Form type 13F-HR
File number 028-23984
Filing date 2024-08-15
Reporting date 2024-06-30
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Filings since 2024-05-15

Form type 13F-HR
File number 028-23984
Filing date 2024-05-15
Reporting date 2024-03-31
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Filings since 2024-02-21

Form type 13F-HR
File number 028-23984
Filing date 2024-02-21
Reporting date 2023-12-31
File View File

Key Officers & Management

Name Role Address
SPOOR LAW, P.A. Agent -
POWELL JOSHUA D Director 146 SECOND STREET NORTH STE 310, ST. PETERSBURG, FL, 33701
NOVAK DAVID W Director 146 SECOND STREET NORTH STE 310, ST. PETERSBURG, FL, 33701

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G20000014611 CARR CAPITAL MANAGEMENT, INC. ACTIVE 2020-01-31 2025-12-31 - 146 SECOND STREET NORTH, SUITE 306, ST. PETERSBURG, FL, 33701
G19000058900 KORMAN WEALTH MANAGEMENT EXPIRED 2019-05-17 2024-12-31 - 146 SECOND STREET NORTH, SUITE 306, ST. PETERSBURG, FL, 33701
G17000064083 A.T. WHITEHEAD ACTIVE 2017-06-09 2027-12-31 - 146 SECOND STREET NORTH, SUITE 306, ST. PETERSBURG, FL, 33701

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-02-09 146 SECOND STREET NORTH STE 310, ST. PETERSBURG, FL 33701 -
CHANGE OF MAILING ADDRESS 2024-02-09 146 SECOND STREET NORTH STE 310, ST. PETERSBURG, FL 33701 -
REGISTERED AGENT ADDRESS CHANGED 2019-04-15 877 Executive Center Dr W, Suite 100, ST. PETERSBURG, FL 33702 -
MERGER 2016-12-29 - CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 0. MERGER NUMBER 500000167785

Documents

Name Date
ANNUAL REPORT 2025-02-15
ANNUAL REPORT 2024-02-09
ANNUAL REPORT 2023-02-23
ANNUAL REPORT 2022-02-17
ANNUAL REPORT 2021-02-17
ANNUAL REPORT 2020-02-03
ANNUAL REPORT 2019-04-15
ANNUAL REPORT 2018-02-28
Merger 2016-12-29
Domestic Profit 2016-12-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9993567406 2020-05-21 0455 PPP 146 2nd Street North Suite 306, St. Petersburg, FL, 33701-3028
Loan Status Date 2021-03-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 36292.5
Loan Approval Amount (current) 36292.5
Undisbursed Amount 0
Franchise Name -
Lender Location ID 529050
Servicing Lender Name Square Capital, LLC
Servicing Lender Address 1455 Market Street, Suite 600, San Francisco, CA, 94103
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address St. Petersburg, PINELLAS, FL, 33701-3028
Project Congressional District FL-14
Number of Employees 2
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 223542
Originating Lender Name Celtic Bank Corporation
Originating Lender Address SALT LAKE CITY, UT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 36548.04
Forgiveness Paid Date 2021-02-03

Date of last update: 03 Apr 2025

Sources: Florida Department of State