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THE WEALTH ADVISORY TEAM, LLC

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Company Details

Name: THE WEALTH ADVISORY TEAM, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 08 Jan 2003 (22 years ago)
Organization Date: 08 Jan 2003 (22 years ago)
Last Annual Report: 05 Mar 2024 (a year ago)
Managed By: Members
Organization Number: 0551623
Industry: Business Services
Number of Employees: Small (0-19)
ZIP code: 41073
City: Bellevue, Dayton, Fort Thomas, Newport
Primary County: Campbell County
Principal Office: 601 FAIRFIELD AVE., BELLEVUE, KY 41073
Place of Formation: KENTUCKY

Registered Agent

Name Role
MACKEY MCNEILL Registered Agent

Organizer

Name Role
ROBIN AGEE Organizer

Member

Name Role
MACKEY MCNEILL Member

Former Company Names

Name Action
THE ADVISORY TEAM FINANCIAL SERVICES COMPANY, LLC Old Name
THE ADVISORY TEAM INSURANCE AGENCY, LLC Old Name

Assumed Names

Name Status Expiration Date
THE PROSPERITY PEOPLE Inactive 2024-08-06
MACKEY, PERSONAL PROSPERITY ADVISORS, LLC Inactive 2021-10-31
MACKEY ADVISORS Inactive 2017-10-30
COLLECTING FOR PROSPERITY Inactive 2008-10-02

Filings

Name File Date
Annual Report 2024-03-05
Annual Report 2023-06-28
Annual Report 2022-06-28
Annual Report 2021-06-16
Annual Report 2020-06-11

Trademarks

Serial Number:
86560148
Mark:
THE PROSPERITY EXPERIENCE
Status:
SECTION 8-ACCEPTED
Mark Type:
SERVICE MARK
Application Filing Date:
2015-03-11
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
THE PROSPERITY EXPERIENCE

Goods And Services

For:
Financial planning, namely, advising clients on financial planning, investment planning, and wealth management strategies and tools
First Use:
2008-07-01
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
86560667
Mark:
MACKEY ADVISORS
Status:
SECTION 8-ACCEPTED
Mark Type:
SERVICE MARK
Application Filing Date:
2015-03-11
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
MACKEY ADVISORS

Goods And Services

For:
Financial planning, namely, advising clients on financial planning, investment planning, and wealth management strategies for achieving financial independence
First Use:
2007-10-30
International Classes:
036 - Primary Class
Class Status:
Active
For:
Business information and accounting advisory services
First Use:
2007-10-30
International Classes:
035 - Primary Class
Class Status:
Active

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Sources: Kentucky Secretary of State