Search icon

Preservation Wealth Consultants, LLC

Company Details

Name: Preservation Wealth Consultants, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 22 Aug 2012 (13 years ago)
Organization Date: 22 Aug 2012 (13 years ago)
Last Annual Report: 06 Jun 2024 (10 months ago)
Managed By: Members
Organization Number: 0836375
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 41042
City: Florence
Primary County: Boone County
Principal Office: 8140 DREAM ST, STE B, FLORENCE, KY 41042
Place of Formation: KENTUCKY

Organizer

Name Role
Stephen Scott Harper Organizer

Member

Name Role
Stephen Scott Harper Member

Registered Agent

Name Role
STEPHEN SCOTT HARPER Registered Agent

Filings

Name File Date
Annual Report 2024-06-06
Annual Report 2023-10-03
Annual Report 2022-07-27
Registered Agent name/address change 2021-06-30
Principal Office Address Change 2021-06-30
Annual Report 2021-06-30
Annual Report 2020-07-22
Annual Report 2019-08-15
Annual Report 2018-07-02
Annual Report 2017-08-05

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9456757300 2020-05-02 0457 PPP 1655 Burlington Pike Suite 115, Florence, KY, 41042
Loan Status Date 2022-03-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 15980
Loan Approval Amount (current) 15980
Undisbursed Amount 0
Franchise Name -
Lender Location ID 456756
Servicing Lender Name Cross River Bank
Servicing Lender Address 885 Teaneck Rd, TEANECK, NJ, 07666-4546
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Florence, BOONE, KY, 41042-0001
Project Congressional District KY-04
Number of Employees 1
NAICS code 541213
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 529113
Originating Lender Name Kabbage, Inc.
Originating Lender Address Atlanta, GA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 16198.47
Forgiveness Paid Date 2021-09-14

Sources: Kentucky Secretary of State