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BROKER EDUCATIONAL SALES & TRAINING, INC. - Florida Company Profile

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Company Details

Entity Name: BROKER EDUCATIONAL SALES & TRAINING, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 16 Feb 1996 (30 years ago)
Document Number: P96000015670
FEI/EIN Number 650650572
Address: 7137 CONGRESS ST., NEW PORT RICHEY, FL, 34653, US
Mail Address: 7137 CONGRESS ST., NEW PORT RICHEY, FL, 34653, US
ZIP code: 34653
City: New Port Richey
County: Pasco
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
BARRETT EDWARD J President 3009 S. OCEAN BLVD. UNIT 505, HIGHLAND BEACH, FL, 33487
BARRETT EDWARD J Agent 3009 S OCEAN BLVD., HIGHLAND BEACH, FL, 33487

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2009-03-10 3009 S OCEAN BLVD., UNIT 505, HIGHLAND BEACH, FL 33487 -
CHANGE OF PRINCIPAL ADDRESS 2006-03-15 7137 CONGRESS ST., NEW PORT RICHEY, FL 34653 -
CHANGE OF MAILING ADDRESS 2006-03-15 7137 CONGRESS ST., NEW PORT RICHEY, FL 34653 -

Documents

Name Date
ANNUAL REPORT 2024-02-07
ANNUAL REPORT 2023-01-30
ANNUAL REPORT 2022-02-08
ANNUAL REPORT 2021-01-14
ANNUAL REPORT 2020-01-22
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-01-17
ANNUAL REPORT 2017-01-12
ANNUAL REPORT 2016-02-19
ANNUAL REPORT 2015-02-26

USAspending Awards / Financial Assistance

Date:
2020-04-13
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:
209200.00
Total Face Value Of Loan:
209200.00
Date:
2020-04-13
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:
209200.00
Total Face Value Of Loan:
209200.00

Trademarks

Serial Number:
78730618
Mark:
CFHP
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2005-10-11
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
CFHP

Goods And Services

For:
Promotion of financial and insurance services, on behalf of third parties
First Use:
2005-10-01
International Classes:
035 - Primary Class
Class Status:
ACTIVE
Serial Number:
87209695
Mark:
"KNOWLEDGE IS YOUR BEST INVESTMENT."
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2016-10-20
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
"KNOWLEDGE IS YOUR BEST INVESTMENT."

Goods And Services

For:
Educational services, namely, conducting courses in the field of Insurance and Financial Advisement and distribution of course materials in connection therewith in printed or electronic format; Educational services, namely, developing curriculum for others in the field of Insurance and Financial Adv...
First Use:
2005-12-05
International Classes:
041 - Primary Class
Class Status:
ACTIVE
Serial Number:
87194652
Mark:
"WE GIVE ADVISORS A LOT OF CREDIT!"
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2016-10-06
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
"WE GIVE ADVISORS A LOT OF CREDIT!"

Goods And Services

For:
Educational services, namely, conducting courses in the field of Insurance and Financial Advisement and distribution of course materials in connection therewith in printed or electronic format; Educational services, namely, developing curriculum for others in the field of Insurance and Financial Adv...
First Use:
2016-09-21
International Classes:
041 - Primary Class
Class Status:
ACTIVE
Serial Number:
85936542
Mark:
SUPER CE
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2013-05-20
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
SUPER CE

Goods And Services

For:
Educational services, namely, providing continuing professional education courses in the field of insurance and financial planning
First Use:
2001-01-01
International Classes:
041 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
27
Initial Approval Amount:
$209,200
Date Approved:
2020-04-12
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$209,200
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$210,792.24
Servicing Lender:
PNC Bank, National Association
Use of Proceeds:
Payroll: $209,200

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Date of last update: 01 Aug 2025

Sources: Florida Department of State