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RETIREONE INVESTMENT SERVICES, LLC

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Company Details

Name: RETIREONE INVESTMENT SERVICES, LLC
Legal type: Foreign Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 05 Nov 2015 (10 years ago)
Authority Date: 05 Nov 2015 (10 years ago)
Last Annual Report: 18 Feb 2025 (4 months ago)
Organization Number: 0936354
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40202
City: Louisville
Primary County: Jefferson County
Principal Office: 222 SOUTH FIRST STREET, SUITE 600, LOUISVILLE, KY 40202
Place of Formation: DELAWARE

Manager

Name Role
L. RAINEY GRAY Manager
EDWARD J. MERCIER Manager

Registered Agent

Name Role
NATIONAL REGISTERED AGENTS, INC. Registered Agent

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 896601 Administrator - Not Applicable Active 2024-03-27 - - 2027-03-31 -
Department of Insurance DOI ID 896601 Agent - Health Active 2023-07-17 - - 2027-03-31 -
Department of Insurance DOI ID 896601 Agent - Life Active 2015-10-23 - - 2027-03-31 -
Department of Insurance DOI ID 896601 Agent - Variable Life and Variable Annuities Active 2015-10-23 - - 2027-03-31 -

Former Company Names

Name Action
EF LEGACY SECURITIES, LLC Old Name

Filings

Name File Date
Annual Report 2025-02-18
Amended Cert of Authority 2024-10-02
Annual Report 2024-05-14
Annual Report 2023-04-20
Annual Report 2022-05-17

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Sources: Kentucky Secretary of State