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Brown Wealth Management LLC

Company Details

Name: Brown Wealth Management LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 02 Jan 2014 (11 years ago)
Organization Date: 02 Jan 2014 (11 years ago)
Last Annual Report: 13 Aug 2024 (8 months ago)
Managed By: Members
Organization Number: 0875326
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40507
City: Lexington
Primary County: Fayette County
Principal Office: 135 WEST MAIN STREET, SUITE 200, LEXINGTON, KY 40507
Place of Formation: KENTUCKY

Organizer

Name Role
Cheyenne Moseley Organizer

Registered Agent

Name Role
RONALD BROWN Registered Agent

Member

Name Role
Ronald Brown Member

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 1117320 Agent - Life Inactive 2021-01-19 - 2023-03-31 - -
Department of Insurance DOI ID 1117320 Agent - Health Inactive 2021-01-19 - 2023-03-31 - -

Filings

Name File Date
Annual Report 2024-08-13
Annual Report 2023-05-02
Annual Report 2022-03-09
Annual Report 2021-02-10
Annual Report 2020-03-20
Annual Report 2019-04-11
Annual Report 2018-04-25
Registered Agent name/address change 2017-03-07
Annual Report 2017-03-07
Annual Report 2016-07-13

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9454247209 2020-04-28 0457 PPP 135 W Main Street Suite 200, Lexington, KY, 40507-1494
Loan Status Date 2021-01-04
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 23560
Loan Approval Amount (current) 23560
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27159
Servicing Lender Name First Southern National Bank
Servicing Lender Address 27, Public Sq, Lancaster, KY, 40444
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Lexington, FAYETTE, KY, 40507-1494
Project Congressional District KY-06
Number of Employees 2
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 27159
Originating Lender Name First Southern National Bank
Originating Lender Address Lancaster, KY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 23703.3
Forgiveness Paid Date 2020-12-08

Sources: Kentucky Secretary of State