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Collaborative Advice, LLC

Company Details

Name: Collaborative Advice, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 28 Jul 2017 (8 years ago)
Business ID: 1124350
ZIP code: 39110
County: Madison
State of Incorporation: MISSISSIPPI
Principal Office Address: 120 Wrights Mill Dr.Madison, MS 39110
Fictitious names: Collaborative Advice
Physician Financial Planning

Agent

Name Role Address
Travis B Woods Agent 120 Wrights Mill Dr, Madison, MS 39110

Organizer

Name Role Address
M. William Morgan Esq Organizer 1400 Meadowbrook Road, Suite 102, Jackson, MS 39211

Manager

Name Role Address
Travis B Woods Manager 120 Wrights Mill Dr., Madison, MS 39110

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2025-02-05 Annual Report For Collaborative Advice, LLC
Annual Report LLC Filed 2024-02-29 Annual Report For Collaborative Advice, LLC
Registered Agent Change of Address Filed 2023-03-03 Agent Address Change For Travis B Woods
Annual Report LLC Filed 2023-03-03 Annual Report For Collaborative Advice, LLC
Annual Report LLC Filed 2022-02-14 Annual Report For Collaborative Advice, LLC
Annual Report LLC Filed 2021-03-01 Annual Report For Collaborative Advice, LLC
Fictitious Name Registration Filed 2020-12-04 Fictitious Name Registration For Collaborative Advice, LLC
Annual Report LLC Filed 2020-02-12 Annual Report For Collaborative Advice, LLC
Annual Report LLC Filed 2019-04-01 Annual Report For Collaborative Advice, LLC
Annual Report LLC Filed 2018-04-16 Annual Report For Collaborative Advice, LLC

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1403757202 2020-04-15 0470 PPP 1501 Lakeland Dr., JACKSON, MS, 39216-4840
Loan Status Date 2021-01-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 7823
Loan Approval Amount (current) 7823
Undisbursed Amount 0
Franchise Name -
Lender Location ID 39334
Servicing Lender Name Trustmark National Bank
Servicing Lender Address 248 E Capitol St, JACKSON, MS, 39201-2503
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address JACKSON, HINDS, MS, 39216-4840
Project Congressional District MS-03
Number of Employees 1
NAICS code 523930
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 39334
Originating Lender Name Trustmark National Bank
Originating Lender Address JACKSON, MS
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 7874.07
Forgiveness Paid Date 2020-12-15

Date of last update: 31 Mar 2025

Sources: Mississippi Secretary of State