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Smith Financial Services, PLLC

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Company Details

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 (12 years ago)
Organization Date: 27 Nov 2013 (12 years ago)
Last Annual Report: 20 Feb 2025 (4 months 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

Member

Name Role
David Lee Smith Member

Organizer

Name Role
David Lee Smith Organizer

Registered Agent

Name Role
DAVID LEE SMITH Registered Agent

Licenses

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 -

Filings

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

Paycheck Protection Program

Date Approved:
2021-01-23
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
9045
Current Approval Amount:
9045
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
9108.82

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Sources: Kentucky Secretary of State