CRIMSON OAK WEALTH MANAGEMENT, LLC

Company Details

Name:	CRIMSON OAK WEALTH MANAGEMENT, LLC
Legal type:	Kentucky Limited Liability Company
Status:	Active
Standing:	Good
Profit or Non-Profit:	Profit
File Date:	25 Jul 2012 (13 years ago)
Organization Date:	25 Jul 2012 (13 years ago)
Last Annual Report:	26 Mar 2024 (a year ago)
Managed By:	Members
Organization Number:	0834331
Industry:	Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees:	Small (0-19)
ZIP code:	40504
City:	Lexington
Primary County:	Fayette County
Principal Office:	704 SPRING MEADOWS DRIVE, UNIT A , LEXINGTON, KY 40504
Place of Formation:	KENTUCKY

Name	Role
MOHUA DAS	Registered Agent

Name	Role
MOHUA DAS	Organizer

Name	Role
Mohua Das	Member

Name	Action
STONEFENCE WEALTH MANAGEMENT, LLC	Old Name
GUARDIAN WEALTH MANAGEMENT LLC	Old Name

Name	File Date
Annual Report	2024-03-26
Annual Report	2023-05-10
Annual Report	2022-03-06
Annual Report	2021-02-11
Annual Report	2020-02-22
Annual Report	2019-04-28
Registered Agent name/address change	2018-03-31
Annual Report	2018-03-31
Registered Agent name/address change	2017-03-09
Annual Report	2017-03-09
Registered Agent name/address change	2016-03-21
Annual Report	2016-03-21
Annual Report	2015-04-15
Principal Office Address Change	2014-10-31
Articles of Correction	2014-04-29
Registered Agent name/address change	2014-04-16
Principal Office Address Change	2014-04-16
Annual Report	2014-04-16
Amendment	2014-04-10
Amendment	2014-04-04

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

9696447006

2020-04-09

0457

PPP

704 SPRING MEADOWS DR, LEXINGTON, KY, 40504-3624

Loan Status Date	2021-08-05
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	17000
Loan Approval Amount (current)	17000
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	27196
Servicing Lender Name	Central Bank & Trust Co.
Servicing Lender Address	300 W Vine St, LEXINGTON, KY, 40507-1621
Rural or Urban Indicator	U
Hubzone	N
LMI	Y
Business Age Description	Existing or more than 2 years old
Project Address	LEXINGTON, FAYETTE, KY, 40504-3624
Project Congressional District	KY-06
Number of Employees	2
NAICS code	523920
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Limited Liability Company(LLC)
Originating Lender ID	27196
Originating Lender Name	Central Bank & Trust Co.
Originating Lender Address	LEXINGTON, KY
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	17216.28
Forgiveness Paid Date	2021-07-21