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CHASE WEALTH MANAGEMENT, INC. - Florida Company Profile

Company Details

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

CHASE 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: 10 Jul 1997 (28 years ago)
Last Event: AMENDMENT
Event Date Filed: 11 Jul 2018 (7 years ago)
Document Number: P97000060252
FEI/EIN Number 593456363

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

Address: 204 EAST PINE ST., LAKELAND, FL, 33801
Mail Address: 204 EAST PINE ST., LAKELAND, FL, 33801, US
ZIP code: 33801
County: Polk
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Antos Matthew J Director 204 EAST PINE ST., LAKELAND, FL, 33801
Antos Matthew J President 204 EAST PINE ST., LAKELAND, FL, 33801
Antos Matthew J Secretary 204 EAST PINE ST., LAKELAND, FL, 33801
Antos Matthew J Treasurer 204 EAST PINE ST., LAKELAND, FL, 33801
Jennifer Antos Secretary 204 EAST PINE ST., LAKELAND, FL, 33801
Antos Matthew J Agent 204 East Pine Street, LAKELAND, FL, 33801

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G19000036715 CULTIVATE WEALTH MANAGEMENT ACTIVE 2019-03-20 2029-12-31 - 204 EAST PINE STREET, LAKELAND, FL, 33801

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2019-02-21 Antos, Matthew J -
REGISTERED AGENT ADDRESS CHANGED 2019-02-21 204 East Pine Street, LAKELAND, FL 33801 -
CHANGE OF MAILING ADDRESS 2019-02-21 204 EAST PINE ST., LAKELAND, FL 33801 -
AMENDMENT 2018-07-11 - -
AMENDMENT 2013-01-16 - -
CHANGE OF PRINCIPAL ADDRESS 2003-01-13 204 EAST PINE ST., LAKELAND, FL 33801 -
NAME CHANGE AMENDMENT 2002-04-22 CHASE WEALTH MANAGEMENT, INC. -

Documents

Name Date
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-02-09
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-03-24
ANNUAL REPORT 2019-02-21
AMENDED ANNUAL REPORT 2018-12-04
Amendment 2018-07-11
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-01-10

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6446257001 2020-04-06 0455 PPP 204 East Pine Street, Lakeland, FL, 33801
Loan Status Date 2021-01-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 36200
Loan Approval Amount (current) 36200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 455644
Servicing Lender Name Live Oak Banking Company
Servicing Lender Address 1741 Tiburon Dr, WILMINGTON, NC, 28403-6244
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description New Business or 2 years or less
Project Address Lakeland, POLK, FL, 33801-0001
Project Congressional District FL-18
Number of Employees 4
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 455644
Originating Lender Name Live Oak Banking Company
Originating Lender Address WILMINGTON, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 36440.01
Forgiveness Paid Date 2020-12-14

Date of last update: 01 Apr 2025

Sources: Florida Department of State