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NANCY BARRON & ASSOCIATES, INC.

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Company Details

Name: NANCY BARRON & ASSOCIATES, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 26 Mar 1992 (33 years ago)
Organization Date: 26 Mar 1992 (33 years ago)
Last Annual Report: 05 Feb 2025 (5 months ago)
Organization Number: 0298611
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40507
City: Lexington
Primary County: Fayette County
Principal Office: 150 GRAND BLVD, LEXINGTON, KY 40507
Place of Formation: KENTUCKY
Authorized Shares: 40000

Registered Agent

Name Role
NANCY TRUXTUN BARRON, II Registered Agent

President

Name Role
Nancy T. Barron, II President

Incorporator

Name Role
NANCY TRUXTUN BARRON, II Incorporator

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0000887084
Phone:
859 254-4010

Latest Filings

Form type:
X-17A-5
File number:
008-44803
Filing date:
2024-03-06
File:
Form type:
X-17A-5
File number:
008-44803
Filing date:
2021-03-08
File:
Form type:
X-17A-5
File number:
008-44803
Filing date:
2019-03-06
File:
Form type:
X-17A-5
File number:
008-44803
Filing date:
2018-03-05
File:
Form type:
X-17A-5
File number:
008-44803
Filing date:
2017-02-27
File:

Filings

Name File Date
Annual Report Amendment 2025-02-05
Annual Report 2025-02-05
Annual Report Amendment 2025-02-05
Annual Report 2024-02-28
Annual Report 2023-03-15

USAspending Awards / Financial Assistance

Date:
2020-04-07
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:
125000.00
Total Face Value Of Loan:
125000.00

Trademarks

Serial Number:
88178398
Mark:
WE TAKE A TEAMWORK APPROACH, TO INDIVIDUAL INVESTING
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2018-11-01
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
WE TAKE A TEAMWORK APPROACH, TO INDIVIDUAL INVESTING

Goods And Services

For:
Financial services, namely, investment research, 401(k) retirement plan management, individual retirement account services for employees, estate planning, financial management and advice, and consulting relating to all the aforementioned services
First Use:
2001-09-23
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-04-07
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
125000
Current Approval Amount:
125000
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
126034.25

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Sources: Kentucky Secretary of State