Wakely Consulting Group, Inc.

Teresa Learn Registered Agent	315 SW FIFTH AVE STE 900, PORTLAND, OR 97204
Julia Lambert President	7650 W COURTNEY CAMPBELL CSWY STE 1250, TAMPA, FL 33607
Julia Lambert Secretary	7650 W COURTNEY CAMPBELL CSWY STE 1250, TAMPA, FL 33607

7650 W COURTNEY CAMPBELL CSWY STE 1250, TAMPA, FL 33607 View Map

Form 5500

7650 W. Courtney Campbell Causeway Suite 1250, Tampa, FL 33607 (727) 259-6779 EIN:59-3554482 Plan Admin:Julia Lambert

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2020	Plan NameWAKELY CONSULTING GROUP INC GROUP DENTAL PLAN Plan #504 Participants BOY/EOY104 / 0 Assets BOY/EOY$0 / $0	2020	WAKELY CONSULTING GROUP INC GROUP DENTAL PLAN - Plan #504	104 / 0	$0 / $0
2020	Plan NameWAKELY CONSULTING GROUP INC GROUP DISABILITY PLAN Plan #505 Participants BOY/EOY107 / 0 Assets BOY/EOY$0 / $0	2020	WAKELY CONSULTING GROUP INC GROUP DISABILITY PLAN - Plan #505	107 / 0	$0 / $0
2019	Plan NameWAKELY CONSULTING GROUP INC GROUP DISABILITY PLAN Plan #505 Participants BOY/EOY107 / 0 Assets BOY/EOY$0 / $0	2019	WAKELY CONSULTING GROUP INC GROUP DISABILITY PLAN - Plan #505	107 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

7650 W C C Cswy, Suite 1250, Tampa, FL 33607-1462 Industry:All Other Insurance Related Activities

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$2,510,500 Forgiven$2,539,650 LenderPNC Bank, National Association Jobs113	04/14/2020	$2,510,500	$2,539,650	PNC Bank, National Association	113

PPP Loans based on Paycheck Protection Program.

Address Match:7650 W Courtney Campbell Cswy Ste 1250 Tampa, FL

Wakely Consulting Group, LLC Registered in Rhode Island	Tampa, FL Warwick, RI	View Report
Wakely Consulting Group, LLC Registered in Connecticut	Hartford, CT Lansing, MI (1 more)	View Report
Wakely Consulting Group, LLC Registered in Florida	Okemos, MI Tampa, FL	View Report
Wakely Consulting Group, LLC Registered in Arizona	Phoenix, AZ Tampa, FL	View Report
Wakely Consulting Group, LLC Registered in Georgia	Decatur, GA Tampa, FL	View Report
Actuarial Holdings, LLC Registered in Utah	Jordan, UT Tampa, FL	View Report
Wakely Consulting Group, LLC Registered in Colorado	Lansing, MI Littleton, CO (1 more)	View Report
Wakely Consulting Group, Inc. Registered in Massachusetts	Lansing, MI Tampa, FL	View Report
Actuarial Holdings, LLC Registered in Oklahoma	Lansing, MI Oklahoma City, OK (1 more)	View Report

Related Business Names:

Wakely Consulting Group, Inc. Registered in New Hampshire	Clearwater, FL	View Report
Wakely Consulting Group Inc. Registered in Nevada	Englewood, CO	View Report
Wakely Consulting Group, Inc. Registered in Texas	Austin, TX Clearwater, FL	View Report
Wakely Consulting Group, Inc. Registered in Florida	Clearwater, FL Louisville, KY	View Report
Wakely Consulting Group, Inc. Registered in North Dakota	Bismarck, ND Clearwater, FL	View Report
Wakely Consulting Group, Inc. Registered in North Carolina	Cary, NC Clearwater, FL	View Report
Wakely Consulting Group, Inc. Registered in Rhode Island	Clearwater, FL	View Report
Wakely Consulting Group, Inc. Registered in Vermont	Boston, MA	View Report

Address Match:7650 W Courtney Campbell Cswy Tampa, FL

Jagged Peak, Inc. Registered in Tennessee	Nashville, TN Tampa, FL	View Report
Sp Commerce, Inc. Registered in Tennessee	Nashville, TN Tampa, FL	View Report
Trellance, LLC Registered in Florida	Tampa, FL	View Report
Bay4 Capital, LLC. Registered in Florida	Tampa, FL	View Report
Cmb Holdings, Inc. Registered in Florida	Tampa, FL	View Report
Financial Seminars, Inc. Registered in Florida	Clearwater, FL Tampa, FL	View Report
First National Holdings, Inc. Registered in Florida	Tampa, FL	View Report
Integratech, Inc. Registered in Florida	Tampa, FL	View Report
Newedge Strategies, LLC Registered in Florida	Tampa, FL	View Report
Premier Cru Arabians LLC Registered in Florida	Tampa, FL	View Report
Scs Asset Corporation Registered in Florida	Tampa, FL Winter Haven, FL	View Report
Senior Lending Corporation Registered in Florida	Tampa, FL	View Report
The Firm - Financial Systems Consulting, Inc. Registered in Florida	Tampa, FL	View Report
Jagged Peak, Inc. Registered in North Dakota	Bismarck, ND Tampa, FL	View Report
Sp Commerce, Inc. Registered in North Dakota	Bismarck, ND Tampa, FL	View Report
Jagged Peak, Inc. Registered in Washington	Tampa, FL	View Report
Jagged Peak, Inc. Registered in Vermont	Tampa, FL	View Report
Sp Commerce, Inc. Registered in Washington	Tampa, FL Tumwater, WA	View Report
Sp Commerce, Inc. Registered in Vermont	Tampa, FL	View Report
Sp Commerce, Inc. Registered in North Carolina	Raleigh, NC Tampa, FL	View Report

Person/City Match:Teresa Learn - Portland, OR

Columbia Pacific Cco, LLC Registered in Oregon	Portland, OR	View Report
Jackson County Cco, LLC Registered in Oregon	Portland, OR	View Report
Careoregon, Inc. Registered in Texas	Portland, OR	View Report
Careoregon Community Health Beaverton, LLC Registered in Oregon	Portland, OR	View Report

Person/City Match:Julia Lambert - Tampa, FL

Agile In-Home Care, LLC Registered in Florida	Clearwater, FL Palm Harbor, FL	View Report
Jireh Care Advocates, LLC Registered in Florida	Palm Harbor, FL	View Report
Lambert Actuarial Consulting, LLC Registered in Florida	Tampa, FL	View Report
Ridgerunner 11 Consulting, LLC Registered in Florida	Tampa, FL	View Report
Wakely Consulting Group, LLC Registered in Texas	Tampa, FL	View Report
Actuarial Holdings, LLC Registered in Florida	Tampa, FL	View Report
Wakely Consulting Group, LLC Registered in Florida	Tampa, FL	View Report

The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary