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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 (10 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

USAspending Awards / Financial Assistance

Date:
2020-04-29
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
23560.00
Total Face Value Of Loan:
23560.00

Trademarks

Serial Number:
98213541
Mark:
R.L. BROWN WEALTH MANAGEMENT
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2023-10-07
Mark Drawing Type:
5 - AN ILLUSTRATION DRAWING WITH WORD(S)/LETTER(S)/NUMBER(S) IN STYLIZED FORM
Mark Literal Elements:
R.L. BROWN WEALTH MANAGEMENT

Goods And Services

For:
Financial services, namely, wealth management services
First Use:
2014-10-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
87347077
Mark:
WEALTHPRINT
Status:
A Sections 8 and 15 combined declaration has been accepted and acknowledged.
Mark Type:
Service Mark
Application Filing Date:
2017-02-23
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
WEALTHPRINT

Goods And Services

For:
Providing an online and in-person financial planning service
First Use:
2016-04-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
23560
Current Approval Amount:
23560
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
23703.3

Sources: Kentucky Secretary of State