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RISK AND TECHNOLOGY ADVISORS INC

Company Details

Name: RISK AND TECHNOLOGY ADVISORS INC
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 22 Oct 2003 (21 years ago)
Organization Date: 22 Oct 2003 (21 years ago)
Last Annual Report: 19 Feb 2025 (2 months ago)
Organization Number: 0570651
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 42071
City: Murray
Primary County: Calloway County
Principal Office: 518 SOUTH 12TH ST., P.O. BOX 795, MURRAY, KY 42071
Place of Formation: KENTUCKY
Authorized Shares: 100

Registered Agent

Name Role
JOHN MCCONNELL Registered Agent

President

Name Role
John J. McConnell President

Vice President

Name Role
HEATHER MCCONNELL Vice President

Incorporator

Name Role
JOHN MCCONNELL Incorporator

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 580500 Agent - Casualty Active 2018-01-29 - - 2027-03-31 -
Department of Insurance DOI ID 580500 Agent - Property Active 2018-01-29 - - 2027-03-31 -
Department of Insurance DOI ID 580500 Agent - Life Active 2003-11-10 - - 2027-03-31 -
Department of Insurance DOI ID 580500 Agent - Health Active 2003-11-10 - - 2027-03-31 -

Former Company Names

Name Action
MCCONNELL INSURANCE AGENCY SERVICES, INC. Old Name

Filings

Name File Date
Annual Report 2025-02-19
Annual Report 2024-06-04
Annual Report 2023-05-23
Annual Report 2022-05-11
Amendment 2021-08-19
Annual Report 2021-01-06
Annual Report 2020-02-12
Registered Agent name/address change 2020-01-02
Annual Report 2019-01-30
Annual Report Amendment 2018-04-27

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
4519475008 Small Business Administration 59.012 - 7(A) LOAN GUARANTEES No data No data TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Recipient MCCONNELL INSURANCE AGENCY SERVICES INC
Recipient Name Raw MCCONNELL INSURANCE AGENCY SERVICES INC
Recipient DUNS 011984689
Recipient Address 905 SYCAMORE STREET., MURRAY, CALLOWAY, KENTUCKY, 42071-0000, UNITED STATES
Obligated Amount 0.00
Non-Federal Funding 0.00
Original Subsidy Cost 1455.00
Face Value of Direct Loan 150000.00
Link View Page

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2694188404 2021-02-03 0457 PPS 518 S 12th St, Murray, KY, 42071-2914
Loan Status Date 2022-03-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 54589
Loan Approval Amount (current) 54589
Undisbursed Amount 0
Franchise Name -
Lender Location ID 121536
Servicing Lender Name Customers Bank
Servicing Lender Address 40 General Warren Blvd, Malvern, PA, 19355
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Murray, CALLOWAY, KY, 42071-2914
Project Congressional District KY-01
Number of Employees 8
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 529113
Originating Lender Name Kabbage, Inc.
Originating Lender Address Atlanta, GA
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 54817.83
Forgiveness Paid Date 2021-07-08
2628107201 2020-04-16 0457 PPP 518 S 12th St, Murray, KY, 42071
Loan Status Date 2021-02-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 68210
Loan Approval Amount (current) 68210
Undisbursed Amount 0
Franchise Name -
Lender Location ID 456756
Servicing Lender Name Cross River Bank
Servicing Lender Address 885 Teaneck Rd, TEANECK, NJ, 07666-4546
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Murray, CALLOWAY, KY, 42071-0001
Project Congressional District KY-01
Number of Employees 8
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 456756
Originating Lender Name Cross River Bank
Originating Lender Address TEANECK, NJ
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 68654.77
Forgiveness Paid Date 2020-12-17

Financial Incentive

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 15.00 $5,478 $3,500 3 1 2012-10-25 Final

Sources: Kentucky Secretary of State