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THE GLEASON GROUP, INC.

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Company Details

Name: THE GLEASON GROUP, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 05 Feb 2015 (11 years ago)
Organization Date: 05 Feb 2015 (11 years ago)
Last Annual Report: 27 Mar 2024 (a year ago)
Organization Number: 0909724
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 40059
City: Prospect, River Bluff
Primary County: Jefferson County
Principal Office: 9418 NORTON COMMONS BLVD, STE 100, PROSPECT, KY 40059
Place of Formation: KENTUCKY
Authorized Shares: 1000

Incorporator

Name Role
Hamburger Law Firm, LLC Incorporator

President

Name Role
Gavin Gleason President

Director

Name Role
Andrea Gleason Director

Registered Agent

Name Role
GAVIN GLEASON Registered Agent

Central Index Key

CIK number:
0001822632
Phone:
502-882-7300

Latest Filings

Form type:
N-PX
File number:
028-20348
Filing date:
2025-07-21
File:
Form type:
13F-HR
File number:
028-20348
Filing date:
2025-07-17
File:
Form type:
13F-HR
File number:
028-20348
Filing date:
2025-04-11
File:
Form type:
13F-HR
File number:
028-20348
Filing date:
2025-01-13
File:
Form type:
13F-HR
File number:
028-20348
Filing date:
2024-10-15
File:

Form 5500 Series

Employer Identification Number (EIN):
474017279
Plan Year:
2024
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
8
Sponsors Telephone Number:

Former Company Names

Name Action
Adsworth Wealth Management, Inc. Old Name

Filings

Name File Date
Amended and Restated Articles 2024-12-05
Annual Report 2024-03-27
Annual Report 2023-05-02
Annual Report 2022-05-31
Annual Report 2021-04-28

USAspending Awards / Financial Assistance

Date:
2020-04-11
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:
105900.00
Total Face Value Of Loan:
105900.00

Trademarks

Serial Number:
87145071
Mark:
YOUR LIFE. OUR PASSION.
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:
2016-08-19
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
YOUR LIFE. OUR PASSION.

Goods And Services

For:
Financial advice; Financial planning; Financial portfolio analysis services; Insurance agencies in the field of life, disability and long term care; Insurance consulting in the field of life, disability and long term care insurance
First Use:
2015-05-15
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
7
Initial Approval Amount:
$105,900
Date Approved:
2020-04-11
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$105,900
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$106,885.46
Servicing Lender:
Republic Bank & Trust Company
Use of Proceeds:
Payroll: $105,900

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Sources: Kentucky Secretary of State