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  5. WILKERSON FINANCIAL GROUP LLC

WILKERSON FINANCIAL GROUP LLC

Company Details

Name: WILKERSON FINANCIAL GROUP LLC
Legal type: Kentucky Limited Liability Company
Status: Inactive
Standing: Good
Profit or Non-Profit: Profit
File Date: 30 Aug 2007 (18 years ago)
Organization Date: 30 Aug 2007 (18 years ago)
Last Annual Report: 18 Mar 2024 (a year ago)
Managed By: Members
Organization Number: 0672570
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40601
City: Frankfort, Hatton
Primary County: Franklin County
Principal Office: 307 WASHINGTON STREET, FRANKFORT, KY 40601
Place of Formation: KENTUCKY

Member

Name Role
MICHAEL LAYNE WILKERSON II Member

Organizer

Name Role
WILLIAM LESTER LEGG Organizer

Registered Agent

Name Role
WILLIAM LESTER LEGG Registered Agent

Assumed Names

Name Status Expiration Date
CAPITAL IMPACT GROUP Inactive 2014-09-11

Filings

Name File Date
Dissolution 2024-08-27
Annual Report 2024-03-18
Annual Report 2023-08-03
Annual Report 2022-05-24
Annual Report 2021-07-29

USAspending Awards / Financial Assistance

Date:
2021-02-03
Link:
View on USAspending
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:
42915.00
Total Face Value Of Loan:
42915.00
Date:
2020-04-07
Link:
View on USAspending
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:
41049.37
Total Face Value Of Loan:
41049.37

Trademarks

Serial Number:
86054419
Mark:
COLLECTIVE WEALTH
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2013-09-03
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
COLLECTIVE WEALTH
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial consulting services in the field of portfolio management, retirement planning, and charitable giving
First Use:
2014-04-01
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED

Paycheck Protection Program

Date Approved:
2020-04-07
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
41049.37
Current Approval Amount:
41049.37
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
41274
Date Approved:
2021-02-03
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
42915
Current Approval Amount:
42915
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
43062.82

Related by officers

WILLIAM LESTER LEGG

CREST RIDGE LEASING, LLC INDUSTRIAL PLACEMENT & RESOURCE CONSULTANTS LLC IMPACT PAYROLL LC L.N.J. LLC SLONE KIDD AGENCY LLC KCADS LLC BLUE ROCK LIMITED COMPANY THE CRAFTSMAN'S TOUCH, INC. SOVEREIGN GRACE BAPTIST CHURCH AT HILLSBORO, INC. ASSOCIATES IN FINANCIAL PLANNING, INC.

Related by address

307 WASHINGTON STREET, FRANKFORT, KY 40601

WA INVESTMENTS MISSION ASSURANCE SERVICES, INC.

Sources: Kentucky Secretary of State

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