| Name: | Smith Financial Services, PLLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 27 Nov 2013 (11 years ago) |
| Organization Date: | 27 Nov 2013 (11 years ago) |
| Last Annual Report: | 20 Feb 2025 (22 days ago) |
| Managed By: | Members |
| Organization Number: | 0873144 |
| Industry: | Business Services |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40299 |
| City: | Louisville, Jeffersontown |
| Primary County: | Jefferson County |
| Principal Office: | 2302 HURSTBOURNE VILLAGE DRIVE, SUITE 200, LOUISVILLE, KY 40299 |
| Place of Formation: | KENTUCKY |
| Name | Role |
|---|---|
| David Lee Smith | Member |
| Name | Role |
|---|---|
| David Lee Smith | Organizer |
| Name | Role |
|---|---|
| DAVID LEE SMITH | Registered Agent |
| Department | License Number | License Type / Line of Authority | Status | Issue Date | Effective Date | Inactive Date | Expiry Date | Address |
|---|---|---|---|---|---|---|---|---|
| Department of Insurance | DOI ID 1281927 | Agent - Casualty | Denied | - | - | - | - | - |
| Department of Insurance | DOI ID 1281927 | Agent - Property | Denied | - | - | - | - | - |
| Department of Insurance | DOI ID 1281927 | Agent - Life | Active | 2023-06-24 | - | - | 2027-03-31 | - |
| Department of Insurance | DOI ID 1281927 | Agent - Health | Active | 2023-06-24 | - | - | 2027-03-31 | - |
| Name | File Date |
|---|---|
| Annual Report | 2025-02-20 |
| Annual Report | 2024-03-21 |
| Annual Report | 2023-03-20 |
| Annual Report | 2022-03-07 |
| Annual Report | 2021-02-16 |
| Principal Office Address Change | 2021-02-13 |
| Annual Report | 2020-02-14 |
| Annual Report | 2019-04-26 |
| Registered Agent name/address change | 2018-04-28 |
| Annual Report | 2018-04-28 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 4259388301 | 2021-01-23 | 0457 | PPP | 11822 Ransum Dr, Louisville, KY, 40243-2802 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Sources: Kentucky Secretary of State
