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THE ADVISORY TEAM, LLC

Company Details

Name: THE 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: 0551625
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 AVENUE, BELLEVUE, KY 41073
Place of Formation: KENTUCKY

Member

Name Role
Sarah Grace Mohr Member
MACKEY MCNEILL Member

Organizer

Name Role
MACKEY MCNEILL Organizer
GREG SMITH Organizer

Registered Agent

Name Role
MACKEY MCNEILL Registered Agent

Assumed Names

Name Status Expiration Date
MACKEY Inactive 2024-08-23
MACKEY, BUSINESS PROSPERITY ADVISORS, LLC Inactive 2021-10-31
MACKEY ADVISORS, CPAS Inactive 2017-10-29

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
Certificate of Assumed Name 2019-08-23
App. for Certificate of Withdrawal 2019-08-22
Annual Report 2019-05-30
Annual Report 2018-05-29
Renewal of Assumed Name Return 2017-05-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8691507007 2020-04-08 0457 PPP 601 FAIRFIELD AVE, BELLEVUE, KY, 41073-1015
Loan Status Date 2021-01-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 152887
Loan Approval Amount (current) 152887
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address BELLEVUE, CAMPBELL, KY, 41073-1015
Project Congressional District KY-04
Number of Employees 9
NAICS code 541219
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 448453
Originating Lender Name Republic Bank and Trust Company
Originating Lender Address Cincinnati, OH
Gender Female Owned
Veteran Unanswered
Forgiveness Amount 153918.99
Forgiveness Paid Date 2020-12-16

Financial Incentive

Program Program Status Average Hourly Wage Project Cost Incentive Amount Initial Jobs New Jobs Date of Action Approval Type
GIA/BSSC Inactive 42.22 $24,176 $12,000 7 1 2018-05-30 Final
KSBTC - Kentucky Small Business Tax Credit Inactive 19.95 $10,689 $3,500 7 1 2018-03-29 Final

Sources: Kentucky Secretary of State