| Name: | THE WEALTH ADVISORY TEAM, LLC |
| Jurisdiction: | Kentucky |
| Profit or Non-Profit: | Profit |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| 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 |
| Primary County: | Campbell |
| Principal Office: | 601 FAIRFIELD AVE., BELLEVUE, KY 41073 |
| Place of Formation: | KENTUCKY |
| Name | Role |
|---|---|
| ROBIN AGEE | Organizer |
| Name | Role |
|---|---|
| MACKEY MCNEILL | Registered Agent |
| Name | Role |
|---|---|
| MACKEY MCNEILL | Member |
| Name | Action |
|---|---|
| THE ADVISORY TEAM FINANCIAL SERVICES COMPANY, LLC | Old Name |
| THE ADVISORY TEAM INSURANCE AGENCY, LLC | Old Name |
| 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 |
| 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 |
| Certificate of Assumed Name | 2019-08-06 |
| Certificate of Withdrawal of Assumed Name | 2019-08-06 |
| Annual Report | 2019-05-30 |
| Annual Report | 2018-05-29 |
| Renewal of Assumed Name Return | 2017-05-18 |
Date of last update: 13 Jan 2025
Sources: Kentucky Secretary of State
