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BROOKSTONE FINANCIAL LLC

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
Annual Report 2021-04-27
Annual Report 2020-04-02
Annual Report 2019-06-13
Annual Report 2018-06-08
Certificate of Assumed Name 2018-01-10

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6716167707 2020-05-01 0457 PPP 9309 WIMBLEY CT, LOUISVILLE, KY, 40241
Loan Status Date 2021-09-14
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 57500
Loan Approval Amount (current) 57500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 44449
Servicing Lender Name PNC Bank, National Association
Servicing Lender Address 222 Delaware Ave, WILMINGTON, DE, 19801-1621
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address LOUISVILLE, JEFFERSON, KY, 40241-0001
Project Congressional District KY-03
Number of Employees 4
NAICS code -
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 44449
Originating Lender Name PNC Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 52500.27
Forgiveness Paid Date 2021-08-24
7305988702 2021-04-06 0457 PPS 9309 Wimbley Ct 9309 Wimbley Ct, Louisville, KY, 40241-4422
Loan Status Date 2022-08-09
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 51847
Loan Approval Amount (current) 51847
Undisbursed Amount 0
Franchise Name -
Lender Location ID 44449
Servicing Lender Name PNC Bank, National Association
Servicing Lender Address 222 Delaware Ave, WILMINGTON, DE, 19801-1621
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Louisville, JEFFERSON, KY, 40241-4422
Project Congressional District KY-03
Number of Employees 4
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 44449
Originating Lender Name PNC Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 52503.73
Forgiveness Paid Date 2022-07-11
4976048100 2020-07-17 0457 PPP 12501 MAYO CT, PROSPECT, KY, 40059-9159
Loan Status Date 2021-04-09
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 16855
Loan Approval Amount (current) 16855
Undisbursed Amount 0
Franchise Name -
Lender Location ID 88753
Servicing Lender Name First Harrison Bank
Servicing Lender Address 220 Federal Dr NW, CORYDON, IN, 47112-2077
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address PROSPECT, OLDHAM, KY, 40059-9159
Project Congressional District KY-04
Number of Employees 1
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Sole Proprietorship
Originating Lender ID 88753
Originating Lender Name First Harrison Bank
Originating Lender Address CORYDON, IN
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 16966.9
Forgiveness Paid Date 2021-03-22

Sources: Kentucky Secretary of State