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ESTATE AND RETIREMENT RESOURCES, INC. - Florida Company Profile

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Company Details

Entity Name: ESTATE AND RETIREMENT RESOURCES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 16 Mar 1998 (27 years ago)
Document Number: P98000024880
FEI/EIN Number 593505628
Address: 7500 SW 61ST AVENUE, STE 700, OCALA, FL, 34476
Mail Address: 7500 SW 61ST AVENUE, STE 700, OCALA, FL, 34476
ZIP code: 34476
City: Ocala
County: Marion
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
RILEY MICHAEL D Manager 7500 SW 61ST AVENUE, SUITE 700, OCALA, FL, 34476
RILEY MICHAEL D Agent 7500 SW 61ST AVENUE, OCALA, FL, 34476

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2011-04-14 7500 SW 61ST AVENUE, STE 700, OCALA, FL 34476 -
CHANGE OF MAILING ADDRESS 2011-04-14 7500 SW 61ST AVENUE, STE 700, OCALA, FL 34476 -
REGISTERED AGENT ADDRESS CHANGED 2011-04-14 7500 SW 61ST AVENUE, STE 700, OCALA, FL 34476 -
REGISTERED AGENT NAME CHANGED 1999-05-13 RILEY, MICHAEL D -

Documents

Name Date
ANNUAL REPORT 2024-04-18
ANNUAL REPORT 2023-04-25
ANNUAL REPORT 2022-04-29
ANNUAL REPORT 2021-04-21
ANNUAL REPORT 2020-04-21
ANNUAL REPORT 2019-03-29
ANNUAL REPORT 2018-04-06
ANNUAL REPORT 2017-04-26
ANNUAL REPORT 2016-04-19
ANNUAL REPORT 2015-04-21

USAspending Awards / Financial Assistance

Date:
2020-04-29
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:
22788.00
Total Face Value Of Loan:
22788.00
Date:
2020-04-29
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:
22788.00
Total Face Value Of Loan:
22788.00

Trademarks

Serial Number:
99263388
Mark:
MYESTATEPATH
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-07-02
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
MYESTATEPATH

Goods And Services

For:
Financial planning; Financial services, namely, wealth management services; Estate planning
First Use:
2025-04-06
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$22,788
Date Approved:
2020-04-29
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$22,788
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$23,109.53
Servicing Lender:
Wells Fargo Bank, National Association
Use of Proceeds:
Payroll: $22,788

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Date of last update: 01 Aug 2025

Sources: Florida Department of State