| Name: | SUCCESSION WEALTH PLANNING, LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 27 Apr 2015 (10 years ago) |
| Organization Date: | 27 Apr 2015 (10 years ago) |
| Last Annual Report: | 19 Feb 2025 (2 months ago) |
| Managed By: | Members |
| Organization Number: | 0920586 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40513 |
| City: | Lexington |
| Primary County: | Fayette County |
| Principal Office: | 998 GOVERNORS LANE, SUITE 350, LEXINGTON, KY 40513 |
| Place of Formation: | KENTUCKY |
| Name | Role |
|---|---|
| THOMAS M. JARBOE JR. | Registered Agent |
| Name | Role |
|---|---|
| THOMAS M JARBOE | Member |
| GRIGORI V BAGDASARYAN | Member |
| Name | Role |
|---|---|
| THOMAS M. JARBOE, JR. | Organizer |
| Name | Action |
|---|---|
| PSG FINANCIAL, LLC | Old Name |
| Name | File Date |
|---|---|
| Annual Report | 2025-02-19 |
| Annual Report | 2024-09-03 |
| Amendment | 2023-11-17 |
| Registered Agent name/address change | 2023-03-21 |
| Principal Office Address Change | 2023-03-21 |
| Annual Report | 2023-03-21 |
| Annual Report | 2022-06-10 |
| Annual Report | 2021-05-09 |
| Annual Report | 2020-06-25 |
| Annual Report Amendment | 2019-06-26 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 7779917001 | 2020-04-08 | 0457 | PPP | 2365 HARRODSBURG RD STE A300, LEXINGTON, KY, 40504-3300 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Sources: Kentucky Secretary of State
