| Name: | INVESTMENTS & FINANCIAL PLANNING, LLC |
| Jurisdiction: | Kentucky |
| Profit or Non-Profit: | Profit |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| File Date: | 25 Jan 2012 (13 years ago) |
| Organization Date: | 25 Jan 2012 (13 years ago) |
| Last Annual Report: | 27 Mar 2024 (10 months ago) |
| Managed By: | Members |
| Organization Number: | 0810815 |
| Industry: | Security & Commodity Brokers, Dealers, Exchanges & Services |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40509 |
| Primary County: | Fayette |
| Principal Office: | 1795 ALYSHEBA WAY , STE. 7104, LEXINGTON, KY 40509 |
| Place of Formation: | KENTUCKY |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1909307 | 1795 ALYSHEBA WAY, SUITE 7104, LEXINGTON, KY, 40509 | 1795 ALYSHEBA WAY, SUITE 7104, LEXINGTON, KY, 40509 | 8595438188 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-21779 |
| Filing date | 2024-10-15 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-28
| Form type | N-PX |
| File number | 028-21779 |
| Filing date | 2024-08-28 |
| Reporting date | 2024-08-28 |
| File | View File |
Filings since 2024-07-18
| Form type | 13F-HR |
| File number | 028-21779 |
| Filing date | 2024-07-18 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-03
| Form type | 13F-HR |
| File number | 028-21779 |
| Filing date | 2024-05-03 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-18
| Form type | 13F-HR |
| File number | 028-21779 |
| Filing date | 2024-01-18 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-18
| Form type | 13F-HR |
| File number | 028-21779 |
| Filing date | 2023-10-18 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-18
| Form type | 13F-HR |
| File number | 028-21779 |
| Filing date | 2023-07-18 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-02
| Form type | 13F-HR |
| File number | 028-21779 |
| Filing date | 2023-05-02 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-03-01
| Form type | 13F-HR |
| File number | 028-21779 |
| Filing date | 2023-03-01 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-08-11
| Form type | 13F-HR |
| File number | 028-21779 |
| Filing date | 2022-08-11 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-09
| Form type | 13F-HR |
| File number | 028-21779 |
| Filing date | 2022-05-09 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-11
| Form type | 13F-HR |
| File number | 028-21779 |
| Filing date | 2022-02-11 |
| Reporting date | 2021-12-31 |
| File | View File |
| Name | Role |
|---|---|
| James Eric Mullins | Member |
| David B Short | Member |
| Name | Role |
|---|---|
| DAVID SHORT | Registered Agent |
| Name | Role |
|---|---|
| DAVID SHORT | Organizer |
| 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 |
| Annual Report | 2019-04-25 |
| Annual Report | 2018-04-16 |
| Annual Report | 2017-04-26 |
| Annual Report | 2016-04-12 |
| Annual Report | 2015-05-01 |
Date of last update: 14 Nov 2024
Sources: Kentucky Secretary of State
