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SUNCOAST WEALTH SOLUTIONS, INC. - Florida Company Profile

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Company Details

Entity Name: SUNCOAST WEALTH SOLUTIONS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 04 Apr 2018 (7 years ago)
Document Number: P18000032256
FEI/EIN Number 82-5058764
Address: 780 94TH AVENUE N, SUITE 107, ST PETERSBURG, FL, 33702, US
Mail Address: 780 94TH AVENUE N, SUITE 107, ST PETERSBURG, FL, 33702, US
ZIP code: 33702
City: Saint Petersburg
County: Pinellas
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
FISHER STEVEN President 780 94TH AVENUE N, ST PETERSBURG, FL, 33702
FALLON PATRICK Vice President 780 94TH AVENUE N, ST PETERSBURG, FL, 33702
KEIRN NATALIE Treasurer 780 94TH AVENUE N, ST PETERSBURG, FL, 33702
Barnard Lee Vice President 780 94TH AVENUE N, ST PETERSBURG, FL, 33702
Keirn Natalie Secretary 780 94TH AVENUE N, ST PETERSBURG, FL, 33702
KEIRN NATALIE Agent 780 94TH AVENUE N, ST PETERSBURG, FL, 33702

Documents

Name Date
ANNUAL REPORT 2024-04-22
ANNUAL REPORT 2023-04-23
ANNUAL REPORT 2022-04-14
ANNUAL REPORT 2021-04-12
ANNUAL REPORT 2020-04-23
ANNUAL REPORT 2019-04-24
Domestic Profit 2018-04-04

USAspending Awards / Financial Assistance

Date:
2020-06-22
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
1000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-05-03
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
22345.00
Total Face Value Of Loan:
22345.00

Paycheck Protection Program

Jobs Reported:
5
Initial Approval Amount:
$22,345
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$22,345
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$22,528.05
Servicing Lender:
Bank of America, National Association
Use of Proceeds:
Payroll: $22,345

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Date of last update: 02 Aug 2025

Sources: Florida Department of State