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SunHarbor Wealth Advisors, LLC

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Company Details

Name: SunHarbor Wealth Advisors, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 15 Mar 2016 (9 years ago)
Organization Date: 15 Mar 2016 (9 years ago)
Last Annual Report: 24 Feb 2025 (7 months ago)
Managed By: Members
Organization Number: 0947208
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 40222
City: Louisville, Bancroft, Bellemeade, Crossgate, Glenvie...
Primary County: Jefferson County
Principal Office: 9300 Shelbyville Rd, SUITE 915, LOUISVILLE, KY 40222
Place of Formation: KENTUCKY

Member

Name Role
James Alan Turk Member

Registered Agent

Name Role
Carrie Turk Registered Agent
James TURK Registered Agent

Organizer

Name Role
Carrie Turk Organizer
James Turk Organizer

Filings

Name File Date
Annual Report 2025-02-24
Principal Office Address Change 2025-02-24
Registered Agent name/address change 2025-02-24
Annual Report 2024-06-04
Annual Report 2023-04-05

USAspending Awards / Financial Assistance

Date:
2020-05-02
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:
-67200.00
Total Face Value Of Loan:
23400.00
Date:
2020-05-02
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:
-67200.00
Total Face Value Of Loan:
23400.00

Paycheck Protection Program

Jobs Reported:
1
Initial Approval Amount:
$90,600
Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$23,400
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$23,589.8
Servicing Lender:
Republic Bank & Trust Company
Use of Proceeds:
Payroll: $23,400

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Sources: Kentucky Secretary of State