| Name: | STONEWOOD FINANCIAL, LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 01 Sep 2004 (21 years ago) |
| Organization Date: | 01 Sep 2004 (21 years ago) |
| Last Annual Report: | 21 Jan 2025 (3 months ago) |
| Managed By: | Managers |
| Organization Number: | 0593931 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40207 |
| City: | Louisville, Bellewood, Brownsboro Village, Brwnsboro... |
| Primary County: | Jefferson County |
| Principal Office: | 100 Mallard Creek Rd, Ste 200, Louisville, KY 40207 |
| Place of Formation: | KENTUCKY |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | STONEWOOD FINANCIAL, LLC, MISSISSIPPI | 869103 | MISSISSIPPI |
| Headquarter of | STONEWOOD FINANCIAL, LLC, RHODE ISLAND | 000146252 | RHODE ISLAND |
| Headquarter of | STONEWOOD FINANCIAL, LLC, ALABAMA | 000-607-742 | ALABAMA |
| Headquarter of | STONEWOOD FINANCIAL, LLC, MINNESOTA | 6f3ad80e-8bd4-e011-a886-001ec94ffe7f | MINNESOTA |
| Headquarter of | STONEWOOD FINANCIAL, LLC, COLORADO | 20051103453 | COLORADO |
| Headquarter of | STONEWOOD FINANCIAL, LLC, CONNECTICUT | 0808256 | CONNECTICUT |
| Headquarter of | STONEWOOD FINANCIAL, LLC, ILLINOIS | LLC_01457209 | ILLINOIS |
| Headquarter of | STONEWOOD FINANCIAL, LLC, FLORIDA | M05000000720 | FLORIDA |
| Name | Role |
|---|---|
| Rebecca Swansburg | Manager |
| Name | Role |
|---|---|
| Neil Wilding | Member |
| Martin Ruby | Member |
| Name | Role |
|---|---|
| MARTIN H. RUBY | Registered Agent |
| Name | Role |
|---|---|
| DAVID M. ROTH | Organizer |
| Department | License Number | License Type / Line of Authority | Status | Issue Date | Effective Date | Inactive Date | Expiry Date | Address |
|---|---|---|---|---|---|---|---|---|
| Department of Insurance | DOI ID 772027 | Agent - Life | Active | 2012-01-06 | - | - | 2026-03-31 | - |
| Department of Insurance | DOI ID 598987 | Life Settlement Broker - Not Applicable | Inactive | 2005-07-05 | - | 2012-03-03 | - | - |
| Department of Insurance | DOI ID 598987 | Agent - Life | Inactive | 2004-11-22 | - | 2012-05-29 | - | - |
| Department of Insurance | DOI ID 560427 | Life Settlement Broker - Not Applicable | Inactive | 2002-12-12 | - | 2005-10-14 | - | - |
| Name | Status | Expiration Date |
|---|---|---|
| STONEWOODFINANCIAL.COM | Inactive | 2022-06-02 |
| STONEWOOD FINANCIAL SOLUTIONS | Inactive | 2018-03-08 |
| STONEWOOD BROKERAGE SERVICES | Inactive | 2010-04-13 |
| Name | File Date |
|---|---|
| Annual Report | 2025-01-21 |
| Annual Report | 2024-05-15 |
| Registered Agent name/address change | 2023-02-23 |
| Principal Office Address Change | 2023-02-23 |
| Annual Report | 2023-02-23 |
| Annual Report | 2022-03-07 |
| Annual Report | 2021-01-08 |
| Annual Report | 2020-01-08 |
| Annual Report | 2019-03-18 |
| Annual Report | 2018-04-12 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 5548837103 | 2020-04-13 | 0457 | PPP | 950 BRECKENRIDGE LN, LOUISVILLE, KY, 40207-0001 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Sources: Kentucky Secretary of State
