| Entity Name: | CASE WEALTH MANAGEMENT & FINANCIAL SERVICES, INC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Domestic Profit
CASE WEALTH MANAGEMENT & 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: | 11 Jan 2019 (6 years ago) |
| Document Number: | P19000004809 |
| FEI/EIN Number |
47-2995594
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 8241 SOUTHERN HILLS CT, Unit103, ESTERO, FL, 33928, US |
| Mail Address: | 8241 SOUTHERN HILLS CT, Unit 103, ESTERO, FL, 33928, US |
| ZIP code: | 33928 |
| County: | Lee |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| CASE SHARON | President | 8241 SOUTHERN HILLS CT, ESTERO, FL, 33928 |
| CASE SHARON | Secretary | 8241 SOUTHERN HILLS CT, ESTERO, FL, 33928 |
| CASE SHARON | Agent | 8241 SOUTHERN HILLS CT, ESTERO, FL, 33928 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| VOLUNTARY DISSOLUTION | 2025-03-05 | - | - |
| CHANGE OF PRINCIPAL ADDRESS | 2022-02-24 | 8241 SOUTHERN HILLS CT, Unit103, ESTERO, FL 33928 | - |
| CHANGE OF MAILING ADDRESS | 2022-02-24 | 8241 SOUTHERN HILLS CT, Unit103, ESTERO, FL 33928 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2022-02-24 | 8241 SOUTHERN HILLS CT, Unit 103, ESTERO, FL 33928 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-01-05 |
| ANNUAL REPORT | 2023-02-06 |
| ANNUAL REPORT | 2022-02-24 |
| ANNUAL REPORT | 2021-02-10 |
| ANNUAL REPORT | 2020-02-11 |
| Domestic Profit | 2019-01-11 |
Date of last update: 03 Apr 2025
Sources: Florida Department of State
