| Name: | FAMILY WEALTH GROUP, LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 06 Jan 2011 (14 years ago) |
| Organization Date: | 06 Jan 2011 (14 years ago) |
| Last Annual Report: | 06 Mar 2024 (a year ago) |
| Managed By: | Managers |
| Organization Number: | 0778837 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Medium (20-99) |
| ZIP code: | 40509 |
| City: | Lexington |
| Primary County: | Fayette County |
| Principal Office: | 2704 OLD ROSEBUD ROAD SUITE 180, LEXINGTON, KY 40509 |
| Place of Formation: | KENTUCKY |
| Name | Role |
|---|---|
| BRIAN K. STAPLES | Registered Agent |
| Name | Role |
|---|---|
| Donald E Bentley | Member |
| Jeffrey K Sheppard | Member |
| Name | Role |
|---|---|
| Brian K Staples | Manager |
| Name | Role |
|---|---|
| J. THOMAS RAWLINGS | Organizer |
| Department | License Number | License Type / Line of Authority | Status | Issue Date | Effective Date | Inactive Date | Expiry Date | Address |
|---|---|---|---|---|---|---|---|---|
| Department of Insurance | DOI ID 760481 | Agent - Health | Active | 2019-02-19 | - | - | 2027-03-31 | - |
| Department of Insurance | DOI ID 760481 | Agent - Life | Active | 2011-08-09 | - | - | 2027-03-31 | - |
| Name | File Date |
|---|---|
| Annual Report | 2024-03-06 |
| Annual Report | 2023-06-12 |
| Registered Agent name/address change | 2022-03-16 |
| Annual Report | 2022-03-16 |
| Annual Report | 2021-03-10 |
Sources: Kentucky Secretary of State
