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ALPHAMARK ADVISORS LLC

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Company Details

Name: ALPHAMARK ADVISORS LLC
Legal type: Foreign Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 13 Nov 2009 (16 years ago)
Authority Date: 13 Nov 2009 (16 years ago)
Last Annual Report: 18 Feb 2025 (4 months ago)
Organization Number: 0747686
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 41011
City: Covington, Ft Mitchell, Ft Wright, Park Hills
Primary County: Kenton County
Principal Office: 810 WRIGHT'S SUMMIT PKWY, SUITE 100, FT. WRIGHT, KY 41011
Place of Formation: OHIO

Member

Name Role
Michael L Simon Member

Organizer

Name Role
MICHAEL SIMON Organizer

Registered Agent

Name Role
QI SERVICES-KENTUCKY, INC. Registered Agent

Form 5500 Series

Employer Identification Number (EIN):
364293631
Plan Year:
2023
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
9
Sponsors Telephone Number:

Assumed Names

Name Status Expiration Date
ALPHAMARK ADVISORS Inactive 2014-11-18

Filings

Name File Date
Annual Report 2025-02-18
Annual Report 2024-02-08
Registered Agent name/address change 2023-04-27
Annual Report 2023-03-16
Annual Report 2022-03-07

Trademarks

Serial Number:
86762389
Mark:
SMARTBETA
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:
2015-09-21
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
SMARTBETA

Goods And Services

For:
Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
First Use:
2015-09-17
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
86761553
Mark:
SMART BETA
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:
2015-09-18
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
SMART BETA

Goods And Services

For:
Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
First Use:
2015-09-17
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
86761485
Mark:
SMART ALPHA
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:
2015-09-18
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
SMART ALPHA

Goods And Services

For:
Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
First Use:
2015-09-17
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-04-04
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
154000
Current Approval Amount:
179600
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
180790.77

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Sources: Kentucky Secretary of State