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TRADE-PMR, INC. - Florida Company Profile

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Company Details

Entity Name: TRADE-PMR, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 30 Oct 1998 (27 years ago)
Last Event: AMENDMENT
Event Date Filed: 27 Jun 2000 (25 years ago)
Document Number: P98000092414
FEI/EIN Number 593539169
Address: 2511 NW 41ST STREET, GAINESVILLE, FL, 32606, US
Mail Address: PO BOX 358230, GAINESVILLE, FL, 32606, US
ZIP code: 32606
City: Gainesville
County: Alachua
Place of Formation: FLORIDA

Links between entities

Type:
Headquarter of
Company Number:
2365189
State:
NEW YORK
NEW YORK profile:

Key Officers & Management

Name Role Address
BALDWIN ROBB W President 2511 NW 41ST STREET, GAINESVILLE, FL, 32606
BALDWIN ROBB W Secretary 2511 NW 41ST STREET, GAINESVILLE, FL, 32606
Dilbone Robert P Director 2511 NW 41ST STREET, GAINESVILLE, FL, 32606
Christensen Charles G Treasurer 2511 NW 41ST STREET, GAINESVILLE, FL, 32606
- Agent -

Central Index Key

CIK number:
0001073194
Phone:
352-332-8723

Latest Filings

Form type:
X-17A-5
File number:
008-51390
Filing date:
2025-05-09
File:
Form type:
X-17A-5
File number:
008-51390
Filing date:
2024-04-23
File:
Form type:
X-17A-5
File number:
008-51390
Filing date:
2023-04-24
File:
Form type:
X-17A-5
File number:
008-51390
Filing date:
2022-03-01
File:
Form type:
FOCUSN
File number:
008-51390
Filing date:
2022-03-01
File:

Legal Entity Identifier

LEI Number:
254900GCUQG36L2CQ096

Registration Details:

Initial Registration Date:
2025-02-17
Next Renewal Date:
2026-02-17
Registration Status:
ISSUED
Validation Source:
FULLY_CORROBORATED

Form 5500 Series

Employer Identification Number (EIN):
593539169
Plan Year:
2022
Number Of Participants:
115
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
86
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
87
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
87
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
82
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2012-03-16 2511 NW 41ST STREET, GAINESVILLE, FL 32606 -
REGISTERED AGENT ADDRESS CHANGED 2012-03-16 2511 NW 41ST STREET, GAINESVILLE, FL 32606 -
CHANGE OF MAILING ADDRESS 2002-06-25 2511 NW 41ST STREET, GAINESVILLE, FL 32606 -
AMENDMENT 2000-06-27 - -
NAME CHANGE AMENDMENT 1999-06-01 TRADE-PMR, INC. -

Documents

Name Date
ANNUAL REPORT 2025-01-17
ANNUAL REPORT 2024-01-15
ANNUAL REPORT 2023-02-08
ANNUAL REPORT 2022-02-16
ANNUAL REPORT 2021-01-12
ANNUAL REPORT 2020-01-22
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-01-30
ANNUAL REPORT 2017-01-10
ANNUAL REPORT 2016-01-29

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:
1065500.00
Total Face Value Of Loan:
1065500.00
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:
1065500.00
Total Face Value Of Loan:
1065500.00
Date:
2020-04-18
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
10000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-18
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
10000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks

Serial Number:
97557067
Mark:
ADVISOR EVOLUTION
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:
2022-08-20
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
ADVISOR EVOLUTION

Goods And Services

For:
Educational services, namely, conducting programs in the field of business development
First Use:
2024-03-19
International Classes:
041 - Primary Class
Class Status:
ACTIVE
Serial Number:
90148889
Mark:
FUSION
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Trademark
Application Filing Date:
2020-08-31
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
FUSION

Goods And Services

For:
Downloadable software for computers and mobile applications that provides tools for obtaining financial information, managing accounts, and conducting transactions related to banking and investing for use by financial advisors and their clients
First Use:
2012-11-30
International Classes:
009 - Primary Class
Class Status:
ACTIVE
Serial Number:
87586533
Mark:
TRADEPMR
Status:
A Sections 8 and 15 combined declaration has been accepted and acknowledged.
Mark Type:
Service Mark
Application Filing Date:
2017-08-28
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
TRADEPMR

Goods And Services

For:
Providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Computerized tax accounting services; Financial record-keeping for regulatory compliance purposes via the Interne...
First Use:
2008-08-20
International Classes:
035 - Primary Class
Class Status:
ACTIVE
For:
Financial management; Financial investment brokerage services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial consultation services, namely, providing financial analysis services to others; Advice related to inve...
First Use:
2001-04-20
International Classes:
036 - Primary Class
Class Status:
ACTIVE
For:
Application service provider (ASP) featuring software for use as an order management application for investment advisors; platform as a service (PAAS) featuring web-based automated and customizable software platforms for management of investments for use by investment advisors and their clients; Pla...
First Use:
2008-08-20
International Classes:
042 - Primary Class
Class Status:
ACTIVE
Serial Number:
87586474
Mark:
TRADEPMR
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Trademark
Application Filing Date:
2017-08-28
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
TRADEPMR

Goods And Services

For:
Downloadable software for computers and mobile applications that provides tools for obtaining financial information, managing accounts, and conducting transactions related to banking and investing for use by financial advisors and their clients
First Use:
2012-01-20
International Classes:
009 - Primary Class
Class Status:
ACTIVE
Serial Number:
87544900
Mark:
TRADEPMR
Status:
A partial Sections 8 and 15 combined declaration has been accepted and acknowledged.
Mark Type:
Trademark, Service Mark
Application Filing Date:
2017-07-27
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
TRADEPMR

Goods And Services

For:
[ Downloadable software for computers and mobile applications that provides tools for obtaining financial information, managing accounts, and conducting transactions related to banking and investing for use by financial advisors and their clients ]
First Use:
2012-12-07
International Classes:
009 - Primary Class
Class Status:
SECTION 8 - CANCELLED
For:
Providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Computerized tax accounting services; Financial record-keeping for regulatory compliance purposes via the Interne...
First Use:
2008-08-20
International Classes:
035 - Primary Class
Class Status:
ACTIVE
For:
Financial management; Financial investment brokerage services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial consultation services, namely, providing financial analysis services to others; Advice related to inve...
First Use:
2001-04-20
International Classes:
036 - Primary Class
Class Status:
ACTIVE
For:
Application service provider (ASP) featuring software for use as an order management application for investment advisors; platform as a service (PAAS) featuring web-based automated and customizable software platforms for management of investments for use by investment advisors and their clients; Pla...
First Use:
2008-08-20
International Classes:
042 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
70
Initial Approval Amount:
$1,065,500
Date Approved:
2020-04-29
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$1,065,500
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
$1,072,476.84
Servicing Lender:
Regions Bank
Use of Proceeds:
Payroll: $1,065,500

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Date of last update: 02 Aug 2025

Sources: Florida Department of State