| Entity Name: | MOREE WEALTH MANAGEMENT & INVESTMENT SERVICES, INC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Domestic Profit
MOREE WEALTH MANAGEMENT & INVESTMENT 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: | 22 Feb 1996 (29 years ago) |
| Last Event: | NAME CHANGE AMENDMENT |
| Event Date Filed: | 24 Jun 2020 (5 years ago) |
| Document Number: | P96000016501 |
| FEI/EIN Number |
650642361
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 850 NW Federal Hwy, STE 189, STUART, FL, 34994, US |
| Mail Address: | 850 NW Federal Hwy, STE 189, STUART, FL, 34994, US |
| ZIP code: | 34994 |
| County: | Martin |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| MOREE KEVIN J | President | 2080 NW Golden Oak Trl, Jensen Beach, FL, 34957 |
| MOREE KEVIN J | Director | 2080 NW Golden Oak Trl, Jensen Beach, FL, 34957 |
| MOREE KEVIN J | Agent | 850 NW Federal Hwy, STUART, FL, 34994 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2022-04-18 | 850 NW Federal Hwy, STE 189, STUART, FL 34994 | - |
| CHANGE OF MAILING ADDRESS | 2022-04-18 | 850 NW Federal Hwy, STE 189, STUART, FL 34994 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2022-04-18 | 850 NW Federal Hwy, STE 189, STUART, FL 34994 | - |
| NAME CHANGE AMENDMENT | 2020-06-24 | MOREE WEALTH MANAGEMENT & INVESTMENT SERVICES, INC | - |
| REGISTERED AGENT NAME CHANGED | 2014-04-14 | MOREE, KEVIN J | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-03-25 |
| ANNUAL REPORT | 2023-04-18 |
| ANNUAL REPORT | 2022-04-18 |
| ANNUAL REPORT | 2021-03-29 |
| Name Change | 2020-06-24 |
| ANNUAL REPORT | 2020-04-10 |
| ANNUAL REPORT | 2019-04-15 |
| ANNUAL REPORT | 2018-04-14 |
| ANNUAL REPORT | 2017-04-14 |
| ANNUAL REPORT | 2016-04-05 |
Date of last update: 01 Apr 2025
Sources: Florida Department of State
