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CORNERSTONE WEALTH ADVISORS INC. - Florida Company Profile

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Company Details

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

CORNERSTONE 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 May 2021 (4 years ago)
Document Number: P21000047357
FEI/EIN Number 61-1995775

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

Address: 4625 LITTLE RD, TRINITY, FL, 34655, US
Mail Address: 4625 LITTLE RD, TRINITY, FL, 34655, US
ZIP code: 34655
County: Pasco
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
WALKER CHARLES F President 4625 LITTLE RD, TRINITY, FL, 34655
WALKER CHASE F Vice President 4625 LITTLE RD, TRINITY, FL, 34655
WALKER CHARLES F Agent 4625 LITTLE RD, TRINITY, FL, 34655

Documents

Name Date
ANNUAL REPORT 2024-02-12
ANNUAL REPORT 2023-02-06
ANNUAL REPORT 2022-02-07
Domestic Profit 2021-05-19

Trademarks

Serial Number:
97148973
Mark:
CORNERSTONE WEALTH ADVISORS
Status:
Application withdrawn by USPTO before publication for further review.
Mark Type:
Service Mark
Application Filing Date:
2021-11-30
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
CORNERSTONE WEALTH ADVISORS

Goods And Services

For:
Financial planning; Investment advisory services; Investment management of and distribution of annuities; Life insurance brokerage; Mutual fund brokerage; Stocks and bonds brokerage; Financial services, namely, wealth management services
First Use:
2021-06-20
International Classes:
036 - Primary Class
Class Status:
ACTIVE

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Date of last update: 03 Jun 2025

Sources: Florida Department of State