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HELM WEALTH MANAGEMENT INC. - Florida Company Profile

Company Details

Entity Name: HELM WEALTH MANAGEMENT INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

HELM WEALTH MANAGEMENT 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: 04 Nov 2019 (5 years ago)
Document Number: P20000000841
FEI/EIN Number 84-4096583

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

Address: 999 BRICKELL AVE., STE. 300, MIAMI, FL, 33131
Mail Address: 999 BRICKELL AVE., STE. 300, MIAMI, FL, 33131
ZIP code: 33131
County: Miami-Dade
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
FENTON JAMES P Director 999 BRICKELL AVE., STE. 300, MIAMI, FL, 33131
FENTON JAMES P Vice President 999 BRICKELL AVE., STE. 300, MIAMI, FL, 33131
PARDO RAFAEL Director 999 BRICKELL AVE., STE. 300, MIAMI, FL, 33131
PARDO RAFAEL Vice President 999 BRICKELL AVE., STE. 300, MIAMI, FL, 33131
POWELL JEFFERSON NJr. Director 999 BRICKELL AVE., STE. 300, MIAMI, FL, 33131
POWELL JEFFERSON NJr. Vice President 999 BRICKELL AVE., STE. 300, MIAMI, FL, 33131
SCHEER MARK J Director 999 BRICKELL AVE., STE. 300, MIAMI, FL, 33131
SCHEER MARK J President 999 BRICKELL AVE., STE. 300, MIAMI, FL, 33131
Berlant Joel M Secretary 999 BRICKELL AVE., STE. 300, MIAMI, FL, 33131
BRAVO CARLOS P ASSI 999 BRICKELL AVE., STE. 300, MIAMI, FL, 33131

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2022-01-13 AFC CORPORATE SERVICES, LLC -

Documents

Name Date
ANNUAL REPORT 2024-01-18
ANNUAL REPORT 2023-01-11
ANNUAL REPORT 2022-01-13
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-01-16
Domestic Profit 2019-11-01

Date of last update: 01 Apr 2025

Sources: Florida Department of State