| Name: | MCDANIEL FINANCIAL SERVICES, PLLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| File Date: | 08 Sep 2003 (22 years ago) |
| Organization Date: | 08 Sep 2003 (22 years ago) |
| Last Annual Report: | 13 Feb 2025 (2 months ago) |
| Managed By: | Members |
| Organization Number: | 0567648 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40422 |
| City: | Danville |
| Primary County: | Boyle County |
| Principal Office: | 213 W. MAIN ST., DANVILLE, KY 40422 |
| Place of Formation: | KENTUCKY |
| Name | Role |
|---|---|
| TIMOTHY J. MCDANIEL | Registered Agent |
| Name | Role |
|---|---|
| Timothy Joe McDaniel | Member |
| Name | Role |
|---|---|
| TIMOTHY J. MCDANIEL | Organizer |
| Name | Action |
|---|---|
| MCDANIEL TAX & FINANCIAL SERVICES, PLLC | Old Name |
| MCDANIEL FINANCIAL SERVICES, PLLC | Old Name |
| Name | Status | Expiration Date |
|---|---|---|
| MCDANIEL WEALTH MANAGEMENT, PLLC | Inactive | 2017-11-28 |
| Name | File Date |
|---|---|
| Annual Report | 2025-02-13 |
| Annual Report | 2024-03-04 |
| Name Renewal | 2024-02-28 |
| Annual Report | 2023-03-15 |
| Annual Report | 2022-03-26 |
| Annual Report | 2021-02-10 |
| Annual Report | 2020-02-12 |
| Certificate of Assumed Name | 2019-06-04 |
| Annual Report | 2019-05-30 |
| Annual Report | 2018-04-12 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 5222387001 | 2020-04-05 | 0457 | PPP | 213 W MAIN ST, DANVILLE, KY, 40422-1811 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Program | Program Status | Average Hourly Wage | Project Cost | Incentive Amount | Initial Jobs | New Jobs | Date of Action | Approval Type |
|---|---|---|---|---|---|---|---|---|
| KSBTC - Kentucky Small Business Tax Credit | Inactive | 27.00 | $7,872 | $3,500 | 7 | 1 | 2022-03-31 | Final |
| KSBTC - Kentucky Small Business Tax Credit | Inactive | 25.00 | $7,037 | $7,000 | 5 | 2 | 2019-12-12 | Final |
| KSBTC - Kentucky Small Business Tax Credit | Inactive | 15.50 | $5,555 | $3,500 | 4 | 1 | 2017-12-07 | Final |
Sources: Kentucky Secretary of State
