| Name: | FALCON FINANCIAL ADVISORS LLC |
| Jurisdiction: | Kentucky |
| Profit or Non-Profit: | Profit |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| File Date: | 13 Sep 2011 (13 years ago) |
| Organization Date: | 13 Sep 2011 (13 years ago) |
| Last Annual Report: | 18 Jun 2024 (7 months ago) |
| Managed By: | Members |
| Organization Number: | 0800114 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40223 |
| Primary County: | Jefferson |
| Principal Office: | 9900 CORPORATE CAMPUS DRIVE, SUITE 3000, LOUISVILLE, KY 40223 |
| Place of Formation: | KENTUCKY |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FALCON FINANCIAL ADVISORS 401(K) PLAN | 2023 | 453278231 | 2024-05-17 | FALCON FINANCIAL ADVISORS, LLC. | 2 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-17 |
| Name of individual signing | QIAN LIU |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| JEFFREY A SWAIM | Registered Agent |
| Name | Role |
|---|---|
| Jeffrey Allen Swaim | Member |
| Name | Role |
|---|---|
| MARSHA SIHA | Organizer |
| Name | File Date |
|---|---|
| Annual Report | 2024-06-18 |
| Annual Report | 2023-03-16 |
| Annual Report | 2022-02-07 |
| Annual Report | 2021-02-17 |
| Annual Report | 2020-02-17 |
| Annual Report | 2020-02-17 |
| Annual Report | 2019-05-06 |
| Registered Agent name/address change | 2019-01-10 |
| Principal Office Address Change | 2019-01-10 |
| Annual Report | 2018-04-16 |
Date of last update: 14 Nov 2024
Sources: Kentucky Secretary of State
