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LIFETIME WEALTH STRATEGIES, LLC

Company Details

Name: LIFETIME WEALTH STRATEGIES, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 06 May 2009 (16 years ago)
Organization Date: 06 May 2009 (16 years ago)
Last Annual Report: 25 Mar 2024 (a year ago)
Managed By: Members
Organization Number: 0729289
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40299
City: Louisville, Jeffersontown
Primary County: Jefferson County
Principal Office: 9700 BUNSEN PKWY, LOUISVILLE, KY 40299
Place of Formation: KENTUCKY

Registered Agent

Name Role
EVAN A. THURMOND Registered Agent

Member

Name Role
EVAN A THURMOND Member
SCOTT A SELLS Member
Adam O Coop Member
Jeremy M Sickles Member

Organizer

Name Role
EVAN A. THURMOND Organizer

Filings

Name File Date
Annual Report 2024-03-25
Annual Report 2023-08-17
Annual Report 2022-08-23
Annual Report 2021-06-22
Annual Report 2020-05-06
Annual Report 2019-06-12
Annual Report 2018-04-23
Annual Report 2017-05-17
Annual Report 2016-06-30
Annual Report 2015-06-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1389577700 2020-05-01 0457 PPP 9700 BUNSEN PKWY, LOUISVILLE, KY, 40299
Loan Status Date 2021-06-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 67805
Loan Approval Amount (current) 67805
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address LOUISVILLE, JEFFERSON, KY, 40299-0001
Project Congressional District KY-03
Number of Employees 6
NAICS code 541611
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 68476.87
Forgiveness Paid Date 2021-05-03

Sources: Kentucky Secretary of State