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UNIFIED FINANCIAL SERVICES, INC.

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Company Details

Name: UNIFIED FINANCIAL SERVICES, INC.
Legal type: Foreign Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 21 Mar 2001 (24 years ago)
Authority Date: 21 Mar 2001 (24 years ago)
Last Annual Report: 22 May 2024 (a year ago)
Organization Number: 0512766
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 40356
City: Nicholasville
Primary County: Jessamine County
Principal Office: 104 Foxborough Court, Nicholasville, KY 40356
Place of Formation: DELAWARE

Registered Agent

Name Role
MARTIN A. LAUTNER Registered Agent

President

Name Role
Gregory W Kasten President

Director

Name Role
Gregory W Kasten Director
Jack H Brown Director
Martin A Lautner Director

Form 5500 Series

Employer Identification Number (EIN):
351797759
Plan Year:
2020
Number Of Participants:
40
Sponsors Telephone Number:

Filings

Name File Date
Annual Report 2024-05-22
Principal Office Address Change 2024-05-22
Registered Agent name/address change 2024-05-22
Annual Report 2023-05-08
Annual Report 2022-08-05

Trademarks

Serial Number:
75864113
Mark:
UNIFIED FINANCIAL SERVICES
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. 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:
1999-12-03
Mark Drawing Type:
1 - TYPESET WORD(S) /LETTER(S) /NUMBER(S)
Mark Literal Elements:
UNIFIED FINANCIAL SERVICES

Goods And Services

For:
financial services, namely, [ security brokerage services, mutual fund investment services, ][ mutual fund administration services, ] estate management services, retirement plan management services, banking and trust services, and investment advisory services
First Use:
1998-01-23
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
75864019
Mark:
OSCAR
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. 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:
1999-12-03
Mark Drawing Type:
1 - TYPESET WORD(S) /LETTER(S) /NUMBER(S)
Mark Literal Elements:
OSCAR

Goods And Services

For:
FINANCIAL SERVICES, NAMELY THE PROVISION OF INFORMATION AND RESEARCH WITH RESPECT TO PUBLIC REPORTING COMPANIES
First Use:
2000-10-31
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
74167505
Mark:
UNIFIED
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. 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:
1991-05-17
Mark Drawing Type:
5 - AN ILLUSTRATION DRAWING WITH WORD(S)/LETTER(S)/NUMBER(S) IN STYLIZED FORM
Mark Literal Elements:
UNIFIED

Goods And Services

For:
financial services; namely, security brokerage services, mutual fund investment services, mutual fund administration services, and investment advisory services
First Use:
1952-11-30
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED

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Sources: Kentucky Secretary of State