INVESTMENTS & FINANCIAL PLANNING, LLC
| Name: | INVESTMENTS & FINANCIAL PLANNING, LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 25 Jan 2012 (13 years ago) |
| Organization Date: | 25 Jan 2012 (13 years ago) |
| Last Annual Report: | 27 Mar 2024 (a year ago) |
| Managed By: | Members |
| Organization Number: | 0810815 |
| Industry: | Security & Commodity Brokers, Dealers, Exchanges & Services |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40509 |
| City: | Lexington |
| Primary County: | Fayette County |
| Principal Office: | 1795 ALYSHEBA WAY , STE. 7104, LEXINGTON, KY 40509 |
| Place of Formation: | KENTUCKY |
| Name | Role |
|---|---|
| James Eric Mullins | Member |
| David B Short | Member |
| Name | Role |
|---|---|
| DAVID SHORT | Registered Agent |
| Name | Role |
|---|---|
| DAVID SHORT | Organizer |
A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly
traded on U.S. stock exchanges, File reports with the SEC.
Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must
comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR
database.
| Name | File Date |
|---|---|
| Annual Report | 2024-03-27 |
| Annual Report | 2023-06-28 |
| Annual Report | 2022-03-08 |
| Annual Report | 2021-03-24 |
| Annual Report | 2020-02-13 |
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Sources: Kentucky Secretary of State