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BROOKSTONE FINANCIAL LLC

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Company Details

Name: BROOKSTONE FINANCIAL LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 05 May 2009 (16 years ago)
Organization Date: 05 May 2009 (16 years ago)
Last Annual Report: 01 May 2024 (a year ago)
Managed By: Managers
Organization Number: 0729255
ZIP code: 40241
City: Louisville, Barbourmeade, Broeck Pointe, Brownsboro ...
Primary County: Jefferson County
Principal Office: 4205 SPRINGHURST BLVD, STE 102, LOUISVILLE, KY 40241
Place of Formation: KENTUCKY

Organizer

Name Role
R. TRAVIS TERLAU Organizer

Manager

Name Role
KELLY CALDWELL TERLAU Manager
RICHARD TRAVIS TERLAU Manager

Registered Agent

Name Role
EDLG Service Company, LLC Registered Agent

Assumed Names

Name Status Expiration Date
INVESTMENT ANSWERS, LLC Active 2029-09-17
INVESTMENT ANSWERS Active 2027-09-01
INVESTMENT ANSWERS LLC Inactive 2016-04-25

Filings

Name File Date
Certificate of Assumed Name 2024-09-17
Annual Report 2024-05-01
Annual Report 2023-05-11
Name Renewal 2022-09-01
Annual Report 2022-04-24

USAspending Awards / Financial Assistance

Date:
2021-04-06
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:
51847.00
Total Face Value Of Loan:
51847.00
Date:
2020-07-17
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:
16855.00
Total Face Value Of Loan:
16855.00
Date:
2020-05-03
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:
57500.00
Total Face Value Of Loan:
57500.00

Trademarks

Serial Number:
85292357
Mark:
BROOKSTONE FINANCIAL
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. 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:
2011-04-11
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
BROOKSTONE FINANCIAL

Goods And Services

For:
Preparation and presentation of seminars, workshops, participation in and sponsorship of radio show relating to investment and financial planning; Financial service providers and consultants utilizing investment advisor services for planning and development of financial resources for clients utilizi...
First Use:
2008-10-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
57500
Current Approval Amount:
57500
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
52500.27
Date Approved:
2021-04-06
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
51847
Current Approval Amount:
51847
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
52503.73
Date Approved:
2020-07-17
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
16855
Current Approval Amount:
16855
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
16966.9

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Sources: Kentucky Secretary of State