| Entity Name: | HAISMAN WEALTH MANAGEMENT, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Profit Corporation |
| Status: | Active |
| Date Filed: | 27 Apr 1998 (27 years ago) |
| Last Event: | NAME CHANGE AMENDMENT |
| Event Date Filed: | 23 Nov 2004 (20 years ago) |
| Document Number: | P98000038241 |
| FEI/EIN Number | 65-0835433 |
| Address: | 14159 Reflection Lakes Drive, FORT MYERS, FL 33907 |
| Mail Address: | 14159 REFLECTION LAKES DR, FORT MYERS, FL 33907 |
| ZIP code: | 33907 |
| County: | Lee |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| HAISMAN, DONALD L | Agent | 14159 REFLECTION LAKES DR, FORT MYERS, FL 33907 |
| Name | Role | Address |
|---|---|---|
| HAISMAN, DONALD L | President | 14159 REFLECTION LAKES DR, FORT MYERS, FL 33907 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2021-03-25 | 14159 Reflection Lakes Drive, FORT MYERS, FL 33907 | No data |
| CHANGE OF MAILING ADDRESS | 2005-01-21 | 14159 Reflection Lakes Drive, FORT MYERS, FL 33907 | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2005-01-21 | 14159 REFLECTION LAKES DR, FORT MYERS, FL 33907 | No data |
| NAME CHANGE AMENDMENT | 2004-11-23 | HAISMAN WEALTH MANAGEMENT, INC. | No data |
| NAME CHANGE AMENDMENT | 1998-06-15 | HAISMAN INVESTMENT ADVISORS, INC. | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-04-03 |
| ANNUAL REPORT | 2023-03-09 |
| ANNUAL REPORT | 2022-02-28 |
| ANNUAL REPORT | 2021-03-25 |
| ANNUAL REPORT | 2020-01-09 |
| ANNUAL REPORT | 2019-01-18 |
| ANNUAL REPORT | 2018-01-24 |
| ANNUAL REPORT | 2017-01-25 |
| ANNUAL REPORT | 2016-01-04 |
| ANNUAL REPORT | 2015-01-14 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 3919517407 | 2020-05-08 | 0455 | PPP | 6830 PORTO FINO CIRCLE SUITE 1, FORT MYERS, FL, 33912 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 01 Feb 2025
Sources: Florida Department of State
