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WILLIAMS INSURANCE & FINANCIAL, LLC

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Company Details

Name: WILLIAMS INSURANCE & FINANCIAL, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 17 Feb 2009 (16 years ago)
Organization Date: 17 Feb 2009 (16 years ago)
Last Annual Report: 29 Jun 2024 (a year ago)
Managed By: Managers
Organization Number: 0723588
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40505
City: Lexington
Primary County: Fayette County
Principal Office: 2240 EXECUTIVE DRIVE, SUITE 103, LEXINGTON, KY 40505
Place of Formation: KENTUCKY

Organizer

Name Role
JOSHUA DEANE WILLIAMS Organizer

Registered Agent

Name Role
JOSHUA DEANE WILLIAMS Registered Agent

Manager

Name Role
Joshua Deane Williams Manager

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 867084 Agent - Variable Life and Variable Annuities Denied - - - - -
Department of Insurance DOI ID 867084 Agent - Life Active 2024-09-16 - - 2027-03-31 -
Department of Insurance DOI ID 867084 Agent - Health Denied 2020-07-28 - - - -
Department of Insurance DOI ID 867084 Agent - Casualty Active 2015-02-02 - - 2027-03-31 -
Department of Insurance DOI ID 867084 Agent - Property Active 2015-02-02 - - 2027-03-31 -

Assumed Names

Name Status Expiration Date
ASSHIELD INSURANCE Expiring 2025-09-30

Filings

Name File Date
Annual Report 2024-06-29
Annual Report 2023-06-02
Annual Report 2022-06-30
Annual Report 2021-06-30
Certificate of Assumed Name 2020-09-30

USAspending Awards / Financial Assistance

Date:
2020-06-03
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
150000.00
Date:
2020-05-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
6000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-07
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:
59800.00
Total Face Value Of Loan:
59800.00
Date:
2011-06-16
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO ASSIST SMALL BUSINESS CONCERNS BY PROVIDING LONG TERM FINANCING THROUGH THE SALE OF DEBENTURES TO THE PRIVATE SECTOR
Obligated Amount:
0.00
Face Value Of Loan:
79000.00
Total Face Value Of Loan:
79000.00

Trademarks

Serial Number:
99117007
Mark:
ASSHIELD INSURANCE WE COVER YOUR ASSETS
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-04-02
Mark Literal Elements:
ASSHIELD INSURANCE WE COVER YOUR ASSETS

Goods And Services

For:
Insurance agencies
First Use:
2020-02-20
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
7
Initial Approval Amount:
$59,800
Date Approved:
2020-04-04
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$59,800
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
$60,275.08
Servicing Lender:
Peoples Exchange Bank
Use of Proceeds:
Payroll: $59,800

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Sources: Kentucky Secretary of State