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SUMMIT STRATEGIC ADVISORS PLLC

Company Details

Name: SUMMIT STRATEGIC ADVISORS PLLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 31 Jan 2014 (11 years ago)
Organization Date: 31 Jan 2014 (11 years ago)
Last Annual Report: 18 Feb 2025 (4 months ago)
Managed By: Members
Organization Number: 0878083
Industry: Engineering, Accounting, Research, Management & Related Services
Number of Employees: Small (0-19)
ZIP code: 40202
City: Louisville
Primary County: Jefferson County
Principal Office: 427 W. Muhammad Ali Blvd., Suite 800, Louisville, KY 40202
Place of Formation: KENTUCKY

Registered Agent

Name Role
SUMMIT STRATEGIC ADVISORS PLLC Registered Agent

Member

Name Role
Lisa W McNair Member
William A Eversole Member

Organizer

Name Role
William Anthony Eversole Organizer

Former Company Names

Name Action
Summit Strategic Advisors LLC Old Name

Assumed Names

Name Status Expiration Date
MEDICAL-DENTAL BUSINESS CONSULTANTS Expiring 2025-06-26
PROFESSIONAL PRACTICE ADVISORS Expiring 2025-06-26
SUMMIT CPA Inactive 2024-03-11
SUMMIT CPAS Inactive 2024-02-21
SUMMIT STRATEGIC Inactive 2020-11-23

Filings

Name File Date
Annual Report Amendment 2025-02-18
Annual Report 2025-02-18
Certificate of Assumed Name 2024-12-30
Certificate of Assumed Name 2024-12-30
Principal Office Address Change 2024-06-17

USAspending Awards / Financial Assistance

Date:
2020-04-07
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:
100300.00
Total Face Value Of Loan:
100300.00

Trademarks

Serial Number:
88675950
Mark:
SUMMIT CPA
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2019-10-31
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
SUMMIT CPA

Goods And Services

For:
Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Tax filing services; Tax preparation; Tax preparation services provided via telephone, internet, in-person; Income tax consultation; Income tax preparation; Management of...
First Use:
2019-03-09
International Classes:
035 - Primary Class
Class Status:
ACTIVE
Serial Number:
88675921
Mark:
SUMMIT CPA
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2019-10-31
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
SUMMIT CPA

Goods And Services

For:
Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Tax filing services; Tax preparation; Tax preparation services provided via telephone, internet, in-person; Income tax consultation; Income tax preparation; Management of...
First Use:
2019-03-09
International Classes:
035 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-04-06
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
100300
Current Approval Amount:
100300
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
100924.09

Sources: Kentucky Secretary of State