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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 (9 months 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
Annual Report 2020-06-26
Annual Report 2019-08-07
Annual Report 2018-06-29
Annual Report 2017-06-26
Annual Report 2016-06-29

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7901028300 2021-01-28 0457 PPP 1030 Monarch St Ste 320, Lexington, KY, 40513-1821
Loan Status Date 2022-02-08
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 21707.47
Loan Approval Amount (current) 21707.47
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27196
Servicing Lender Name Central Bank & Trust Co.
Servicing Lender Address 300 W Vine St, LEXINGTON, KY, 40507-1621
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Lexington, FAYETTE, KY, 40513-1821
Project Congressional District KY-06
Number of Employees 2
NAICS code 541219
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 27196
Originating Lender Name Central Bank & Trust Co.
Originating Lender Address LEXINGTON, KY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 21914.29
Forgiveness Paid Date 2022-01-11

Sources: Kentucky Secretary of State