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  5. MERCURIO & ASSOCIATES, INC.

MERCURIO & ASSOCIATES, INC.

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Company Details

Name: MERCURIO & ASSOCIATES, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 28 Apr 2000 (25 years ago)
Organization Date: 28 Apr 2000 (25 years ago)
Last Annual Report: 09 Apr 2024 (a year ago)
Organization Number: 0493705
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40222
City: Louisville, Bancroft, Bellemeade, Crossgate, Glenvie...
Primary County: Jefferson County
Principal Office: 9100 SHELBYVILLE RD, STE 150, LOUISVILLE, KY 40222
Place of Formation: KENTUCKY
Authorized Shares: 1000

Registered Agent

Name Role
D ALAN MERCURIO Registered Agent

President

Name Role
TROY BOLTON President

Treasurer

Name Role
LEE ANN MERCURIO Treasurer

Director

Name Role
D. ALAN MERCURIO Director
TROY BOLTON Director

Incorporator

Name Role
D. ALAN MERCURIO Incorporator

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 902921 Agent - Life Inactive 2016-01-04 - 2018-03-31 - -
Department of Insurance DOI ID 902921 Agent - Health Inactive 2016-01-04 - 2018-03-31 - -

Filings

Name File Date
Annual Report 2024-04-09
Annual Report 2023-05-02
Annual Report 2022-05-17
Annual Report 2021-05-25
Annual Report 2020-04-14

USAspending Awards / Financial Assistance

Date:
2020-04-13
Link:
View on USAspending
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:
91100.00
Total Face Value Of Loan:
91100.00

Trademarks

Serial Number:
97197379
Mark:
RETIREMENT 360 GAMEPLAN
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2021-12-30
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
RETIREMENT 360 GAMEPLAN
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial advice and consultancy services; Financial advisory and consultancy services, namely, related to retirement and financial planning.; Financial consultancy and insurance consultancy; Financial planning; Financial planning and investment advisory services; Financial planning, namely, in prov...
First Use:
2018-01-20
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
97096960
Mark:
RETIREMENT 360 SCORECARD
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2021-10-28
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
RETIREMENT 360 SCORECARD
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial advice and consultancy services; Financial consultancy and insurance consultancy; Financial planning; Financial planning and investment advisory services; Financial planning, namely, in providing investment options in the nature of annuities and life insurance products.; Financial planning...
First Use:
2023-01-20
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
86893968
Mark:
RETIREMENT 360
Status:
A Sections 8 and 15 combined declaration has been accepted and acknowledged.
Mark Type:
Service Mark
Application Filing Date:
2016-02-02
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
RETIREMENT 360
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial services, namely, wealth management services, and providing investment options in the nature of annuities and life insurance products; Financial retirement plan consulting services; Financial consultancy and insurance consultancy; Financial planning; Providing financial services with respe...
First Use:
2015-07-05
International Classes:
036 - Primary Class
Class Status:
ACTIVE
For:
Entertainment services in the nature of a radio show in the field of retirement and financial planning; Providing educational services in the nature of classes, seminars, and training services in the field of retirement and financial planning
First Use:
2015-07-05
International Classes:
041 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
8
Initial Approval Amount:
$91,100
Date Approved:
2020-04-13
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$91,100
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$92,011
Servicing Lender:
Republic Bank & Trust Company
Use of Proceeds:
Payroll: $91,100

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Sources: Kentucky Secretary of State

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