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HEICK HESTER SMITH & ASSOCIATES, LLC

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Company Details

Name: HEICK HESTER SMITH & ASSOCIATES, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 14 Nov 2017 (8 years ago)
Organization Date: 14 Nov 2017 (8 years ago)
Last Annual Report: 23 Jan 2025 (5 months ago)
Managed By: Managers
Organization Number: 1002306
Industry: Holding and other Investment Offices
Number of Employees: Medium (20-99)
ZIP code: 40243
City: Louisville, Douglass Hills, Douglass Hls, Middletown...
Primary County: Jefferson County
Principal Office: 408 BLANKENBAKER PARKWAY, SUITE 100, LOUISVILLE, KY 40243
Place of Formation: KENTUCKY

Registered Agent

Name Role
JOHN W. MSITH Registered Agent

Organizer

Name Role
JOHN W. SMITH Organizer

Member

Name Role
Stephen T Hester Member
Scott A Edwards Member
Todd C O'Neil Member
Carl W Heick III Member
Jeff D Bellucci Member

Manager

Name Role
John Weldon Smith Manager

Form 5500 Series

Employer Identification Number (EIN):
611275187
Plan Year:
2023
Number Of Participants:
36
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
31
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
30
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
31
Sponsors Telephone Number:
Plan Year:
2014
Number Of Participants:
23
Sponsors Telephone Number:

Former Company Names

Name Action
CARDINAL POINTE FINANCIAL GROUP, LLC Old Name

Assumed Names

Name Status Expiration Date
CARDINAL POINTE FINANCIAL GROUP Inactive 2023-02-09

Filings

Name File Date
Annual Report 2025-01-23
Annual Report 2024-02-28
Certificate of Assumed Name 2023-09-08
Annual Report 2023-03-03
Annual Report 2022-02-01

Trademarks

Serial Number:
86288574
Mark:
CARDINAL POINTE FINANCIAL GROUP
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2014-05-22
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
CARDINAL POINTE FINANCIAL GROUP

Goods And Services

For:
Financial planning
First Use:
2015-02-02
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
98574637
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2024-05-29
Mark Drawing Type:
Illustration: Drawing or design without any word(s)/letter(s)/number(s)

Goods And Services

For:
Financial planning
First Use:
2023-11-15
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
369321
Current Approval Amount:
369321
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
371911.31

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Sources: Kentucky Secretary of State