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PRIVATE CLIENT SERVICES, LLC

Headquarter

Company Details

Name: PRIVATE CLIENT SERVICES, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 09 Feb 2001 (24 years ago)
Organization Date: 09 Feb 2001 (24 years ago)
Last Annual Report: 23 Mar 2025 (2 months ago)
Managed By: Managers
Organization Number: 0510387
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Medium (20-99)
ZIP code: 40206
City: Louisville
Primary County: Jefferson County
Principal Office: 2225 LEXINGTON ROAD, LOUISVILLE, KY 40206
Place of Formation: KENTUCKY

Organizer

Name Role
ERNEST A. SAMPSON Organizer

Manager

Name Role
Ernest A. Sampson Manager

Registered Agent

Name Role
ERNEST A SAMPSON Registered Agent

Links between entities

Type:
Headquarter of
Company Number:
521697
State:
IDAHO
Type:
Headquarter of
Company Number:
3410357
State:
IDAHO
Type:
Headquarter of
Company Number:
LLC_02971453
State:
ILLINOIS

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:
0001457005
Phone:
502 451-0600

Latest Filings

Form type:
13F-HR
File number:
028-23555
Filing date:
2025-04-08
File:
Form type:
X-17A-5
File number:
008-68183
Filing date:
2025-02-28
File:
Form type:
13F-HR
File number:
028-23555
Filing date:
2025-01-08
File:
Form type:
13F-HR
File number:
028-23555
Filing date:
2024-10-03
File:
Form type:
13F-HR
File number:
028-23555
Filing date:
2024-07-29
File:

Form 5500 Series

Employer Identification Number (EIN):
611383537
Plan Year:
2023
Number Of Participants:
57
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
57
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
53
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
51
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
49
Sponsors Telephone Number:

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 718426 Agent - Life Active 2009-11-19 - - 2027-03-31 -
Department of Insurance DOI ID 718426 Agent - Health Active 2009-11-19 - - 2027-03-31 -
Department of Insurance DOI ID 718426 Agent - Variable Life and Variable Annuities Active 2009-11-19 - - 2027-03-31 -

Former Company Names

Name Action
KFG PRIVATE CLIENT SERVICES, LLC Old Name

Filings

Name File Date
Annual Report 2025-03-23
Annual Report 2024-04-04
Annual Report 2023-03-23
Annual Report 2022-03-21
Annual Report 2021-05-05

Trademarks

Serial Number:
86581010
Mark:
PCS PRIVATE CLIENT SERVICES
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:
2015-03-30
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
PCS PRIVATE CLIENT SERVICES

Goods And Services

For:
Investment advisory services; broker dealer services for securities sold on securities exchanges and in over-the-counter markets; broker dealer services for insurance policies
First Use:
2015-03-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
86580950
Mark:
LET OUR INDEPENDENCE IGNITE YOURS.
Status:
A Sections 8 and 15 combined declaration has been accepted and acknowledged.
Mark Type:
Service Mark
Application Filing Date:
2015-03-30
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
LET OUR INDEPENDENCE IGNITE YOURS.

Goods And Services

For:
Investment advisory services; broker dealer services for securities sold on securities exchanges and in over-the-counter markets; broker dealer services for insurance policies
First Use:
2015-03-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Financial Incentive

Program Program Status Average Hourly Wage Project Cost Incentive Amount Initial Jobs New Jobs Date of Action Approval Type
KBI - Kentucky Business Investment Inactive 48.08 $253,000 $250,000 9 10 2010-12-09 Prelim

Sources: Kentucky Secretary of State