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The Financialist, LLC

Company Details

Name: The Financialist, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 09 Sep 2009 (16 years ago)
Organization Date: 09 Sep 2009 (16 years ago)
Last Annual Report: 13 Jun 2024 (a year ago)
Managed By: Members
Organization Number: 0742139
Industry: Engineering, Accounting, Research, Management & Related Services
Number of Employees: Small (0-19)
ZIP code: 40513
City: Lexington
Primary County: Fayette County
Principal Office: 1031 Wellington Way Ste 145, Lexington, KY 40513
Place of Formation: KENTUCKY

Registered Agent

Name Role
WHITNEY WALLINGFORD Registered Agent

Member

Name Role
George F. Parsons, III Member

Organizer

Name Role
George Frederick Parsons III Organizer

Filings

Name File Date
Annual Report 2024-06-13
Annual Report 2023-05-09
Annual Report 2022-06-29
Principal Office Address Change 2022-01-20
Annual Report 2021-05-26

USAspending Awards / Financial Assistance

Date:
2021-01-28
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:
21707.47
Total Face Value Of Loan:
21707.47

Paycheck Protection Program

Date Approved:
2021-01-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
21707.47
Current Approval Amount:
21707.47
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
21914.29

Sources: Kentucky Secretary of State