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  5. THE MORTGAGE FIRM, INC.

THE MORTGAGE FIRM, INC. - Florida Company Profile

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Company Details

Entity Name: THE MORTGAGE FIRM, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 17 Nov 1995 (30 years ago)
Document Number: P95000088826
FEI/EIN Number 593345547
Address: 921 DOUGLAS AVE - STE. 200, ALTAMONTE SPRINGS, FL, 32714, US
Mail Address: 921 DOUGLAS AVE - STE. 200, ALTAMONTE SPRINGS, FL, 32714, US
ZIP code: 32714
City: Altamonte Springs
County: Seminole
Place of Formation: FLORIDA

Links between entities

Type:
Headquarter of
Company Number:
1221838
State:
MISSISSIPPI
MISSISSIPPI profile:
THE MORTGAGE FIRM, INC. (MS)
Type:
Headquarter of
Company Number:
000-512-398
State:
ALABAMA
ALABAMA profile:
THE MORTGAGE FIRM, INC. (AL)
Type:
Headquarter of
Company Number:
1039300
State:
KENTUCKY
KENTUCKY profile:
THE MORTGAGE FIRM, INC. (KY)
Type:
Headquarter of
Company Number:
20161085264
State:
COLORADO
COLORADO profile:
THE MORTGAGE FIRM, INC. (CO)
Type:
Headquarter of
Company Number:
2428652
State:
CONNECTICUT
CONNECTICUT profile:
THE MORTGAGE FIRM, INC. (CT)
Type:
Headquarter of
Company Number:
CORP_73055415
State:
ILLINOIS
ILLINOIS profile:
THE MORTGAGE FIRM, INC. (IL)

Key Officers & Management

Name Role Address
STEWART RUSS Chief Financial Officer 1101 VENETIAN AVE, ORLANDO, FL, 32804
PIERSON TODD D President 3450 ASHTON OAKS COVE, LONGWOOD, FL, 32779
Lindquist Brett C Chief Executive Officer 1807 Palm View Ct, Longwood, FL, 32779
- Agent -

Unique Entity ID

Unique Entity ID:
T5URE28JRS15
UEI Expiration Date:
2025-08-28

Business Information

Activation Date:
2024-08-29
Initial Registration Date:
2021-12-15

Legal Entity Identifier

LEI Number:
5493007CXTOHZ2JBEJ61

Registration Details:

Initial Registration Date:
2017-06-14
Next Renewal Date:
2026-02-20
Registration Status:
ISSUED
Validation Source:
FULLY_CORROBORATED

Form 5500 Series

Employer Identification Number (EIN):
593345547
Plan Year:
2012
Number Of Participants:
109
Sponsors Telephone Number:
4075393476
File:
View File
Plan Year:
2011
Number Of Participants:
68
Sponsors Telephone Number:
4075393476
File:
View File
Plan Year:
2010
Number Of Participants:
49
Sponsors Telephone Number:
4075393476
File:
View File
Plan Year:
2009
Number Of Participants:
46
Sponsors Telephone Number:
4075393476
File:
View File

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G23000131626 LO DIRECT POWERED BY THE MORTGAGE FIRM ACTIVE 2023-10-25 2028-12-31 - 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714
G23000078971 SYNERGY MORTGAGE POWERED BY THE MORTGAGE FIRM, INC. ACTIVE 2023-07-03 2028-12-31 - 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714
G23000077973 OASIS MORTGAGE POWERED BY THE MORTGAGE FIRM, INC. ACTIVE 2023-06-29 2028-12-31 - 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714
G20000124378 CORNERSTONE MORTGAGE SOLUTIONS POWERED BY THE MORTGAGE FIRM ACTIVE 2020-09-24 2025-12-31 - 921 DOUGLAS AVE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714
G20000112983 STANDARD MORTGAGE POWERED BY THE MORTGAGE FIRM, INC. ACTIVE 2020-08-31 2025-12-31 - 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714
G20000008214 FAMILY MORTGAGE TEAM ACTIVE 2020-01-17 2025-12-31 - 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714
G19000039503 THE MORTGAGE FIRM, INC., A CORPORATION ACTIVE 2019-03-27 2029-12-31 - 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714
G18000106143 THE MORTGAGE FIRM ACTIVE 2018-09-27 2028-12-31 - 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714
G18000062491 MORTGAGE PROFESSIONALS POWERED BY THE MORTGAGE FIRM ACTIVE 2018-05-25 2028-12-31 - 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714
G17000051720 LEAP MORTGAGE EXPIRED 2017-05-10 2022-12-31 - 921 DOUGLAS AVENUE, SUITE 200, ALTAMONTE SPRINGS, FL, 32714

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2023-03-17 3458 LAKESHORE DRIVE, TALLAHASSEE, FL 32312 -
REGISTERED AGENT NAME CHANGED 2018-08-02 INCORP SERVICES, INC. -
CHANGE OF PRINCIPAL ADDRESS 2006-01-08 921 DOUGLAS AVE - STE. 200, ALTAMONTE SPRINGS, FL 32714 -
CHANGE OF MAILING ADDRESS 2006-01-08 921 DOUGLAS AVE - STE. 200, ALTAMONTE SPRINGS, FL 32714 -

Documents

Name Date
ANNUAL REPORT 2024-02-07
ANNUAL REPORT 2023-01-28
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-01-14
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-02-07
Reg. Agent Change 2018-08-02
ANNUAL REPORT 2018-01-14
ANNUAL REPORT 2017-01-11
ANNUAL REPORT 2016-01-25

USAspending Awards / Financial Assistance

Date:
2025-04-30
Link:
View on USAspending
Awarding Agency Name:
Department of Housing and Urban Development
Transaction Description:
SINGLE FAMILY FORWARD LOAN
Obligated Amount:
0.00
Face Value Of Loan:
270019.00
Total Face Value Of Loan:
270019.00
Date:
2025-04-30
Link:
View on USAspending
Awarding Agency Name:
Department of Housing and Urban Development
Transaction Description:
SINGLE FAMILY FORWARD LOAN
Obligated Amount:
0.00
Face Value Of Loan:
456577.00
Total Face Value Of Loan:
456577.00
Date:
2025-04-30
Link:
View on USAspending
Awarding Agency Name:
Department of Housing and Urban Development
Transaction Description:
SINGLE FAMILY FORWARD LOAN
Obligated Amount:
0.00
Face Value Of Loan:
201286.00
Total Face Value Of Loan:
201286.00
Date:
2025-04-30
Link:
View on USAspending
Awarding Agency Name:
Department of Housing and Urban Development
Transaction Description:
SINGLE FAMILY FORWARD LOAN
Obligated Amount:
0.00
Face Value Of Loan:
387845.00
Total Face Value Of Loan:
387845.00
Date:
2025-04-30
Link:
View on USAspending
Awarding Agency Name:
Department of Housing and Urban Development
Transaction Description:
SINGLE FAMILY FORWARD LOAN
Obligated Amount:
0.00
Face Value Of Loan:
256613.00
Total Face Value Of Loan:
256613.00

CFPB Complaint

Date:
2025-01-29
Issue:
Closing on a mortgage
Product:
Mortgage
Company Response:
Closed with explanation
Company Public Response:
Company believes complaint caused principally by actions of third party outside the control or direction of the company
Consumer Consent Provided:
Consent not provided
CFPB Link:
View complaint on CFPB website
Date:
2023-01-27
Issue:
Trouble during payment process
Product:
Mortgage
Company Response:
Closed with explanation
Consumer Consent Provided:
Consent provided
CFPB Link:
View complaint on CFPB website
Date:
2023-01-06
Issue:
Trouble during payment process
Product:
Mortgage
Company Response:
Closed with explanation
Consumer Consent Provided:
Consent not provided
CFPB Link:
View complaint on CFPB website
Date:
2022-09-09
Issue:
Trouble during payment process
Product:
Mortgage
Company Response:
Closed with explanation
Company Public Response:
Company believes the complaint is the result of a misunderstanding
Consumer Consent Provided:
Consent provided
CFPB Link:
View complaint on CFPB website
Date:
2022-08-18
Issue:
Closing on a mortgage
Product:
Mortgage
Company Response:
Closed with monetary relief
Company Public Response:
Company believes it acted appropriately as authorized by contract or law
Consumer Consent Provided:
Consent provided
CFPB Link:
View complaint on CFPB website

Trademarks

Serial Number:
87905655
Mark:
TMF LITE
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2018-05-03
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
TMF LITE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage lending; Mortgage services, namely, buyer pre-qualification of mortgages for mortgage brokers and banks; Financial services, namely, mortgage planning; Financial services,...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
77038596
Mark:
THE MORTGAGE FIRM
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2006-11-07
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
THE MORTGAGE FIRM
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
mortgage brokerage services
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 02 Jul 2025

Sources: Florida Department of State

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