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INVESTMENTS AND FINANCIAL STRATEGIES, INC.

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Company Details

Name: INVESTMENTS AND FINANCIAL STRATEGIES, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 29 Sep 2006 (19 years ago)
Organization Date: 29 Sep 2006 (19 years ago)
Last Annual Report: 07 Mar 2024 (a year ago)
Organization Number: 0648081
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40475
City: Richmond
Primary County: Madison County
Principal Office: 416 BAY HILL CIRCLE, RICHMOND, KY 40475
Place of Formation: KENTUCKY
Authorized Shares: 1000

President

Name Role
JOHN WESLEY SHORT President

Registered Agent

Name Role
JOHN WESLEY SHORT Registered Agent

Vice President

Name Role
CARDEN ELIZABETH SHORT Vice President

Director

Name Role
JOHN WESLEY SHORT Director

Incorporator

Name Role
JOHN WESLEY SHORT Incorporator
PHILLIP D. HUNT Incorporator

Filings

Name File Date
Annual Report 2024-03-07
Annual Report 2023-03-28
Annual Report 2022-03-17
Annual Report 2021-02-10
Annual Report 2020-03-05

USAspending Awards / Financial Assistance

Date:
2020-04-29
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
15625.00
Total Face Value Of Loan:
15625.00

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$15,625
Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$15,625
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
$15,740.89
Servicing Lender:
Whitaker Bank, Inc
Use of Proceeds:
Payroll: $15,625

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Sources: Kentucky Secretary of State