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PROACTIVE WEALTH MANAGEMENT CORP.

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Company Details

Name: PROACTIVE WEALTH MANAGEMENT CORP.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 25 Jul 2015 (10 years ago)
Organization Date: 25 Jul 2015 (10 years ago)
Last Annual Report: 18 Feb 2025 (4 months ago)
Organization Number: 0926787
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40503
City: Lexington
Primary County: Fayette County
Principal Office: 176 PASADENA DR, BUILDING 2, LEXINGTON, KY 40503
Place of Formation: KENTUCKY
Authorized Shares: 1000

Registered Agent

Name Role
WILLIAM RYAN FINNELL Registered Agent

President

Name Role
William Ryan Finnell President

Incorporator

Name Role
WILLIAM RYAN FINNELL Incorporator

Former Company Names

Name Action
PROACTIVE WEALTH MANAGEMENT CORP. Type Conversion

Filings

Name File Date
Annual Report 2025-02-18
Annual Report 2024-03-20
Annual Report 2023-03-21
Annual Report 2022-03-07
Annual Report 2021-02-11

USAspending Awards / Financial Assistance

Date:
2020-05-03
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:
11250.00
Total Face Value Of Loan:
11250.00

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
11250
Current Approval Amount:
11250
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
11325

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Sources: Kentucky Secretary of State