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SOUTHERN KENTUCKY FINANCIAL SERVICES LLC

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Company Details

Name: SOUTHERN KENTUCKY FINANCIAL SERVICES LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 08 Jul 2019 (6 years ago)
Organization Date: 08 Jul 2019 (6 years ago)
Last Annual Report: 06 Mar 2025 (5 months ago)
Managed By: Managers
Organization Number: 1064162
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 42103
City: Bowling Green
Primary County: Warren County
Principal Office: 627 Eastwood St Ste A, Bowling Green, KY 42103
Place of Formation: KENTUCKY

Registered Agent

Name Role
WAYBURN ALLEN COSTELLOW Registered Agent

Manager

Name Role
Wayburn Allen Costellow Manager

Organizer

Name Role
ALLEN COSTELLOW Organizer

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 1144295 Agent - Casualty Active 2022-02-10 - - 2027-03-31 -
Department of Insurance DOI ID 1144295 Agent - Property Active 2022-02-10 - - 2027-03-31 -
Department of Insurance DOI ID 1144295 Agent - Life Active 2021-07-12 - - 2027-03-31 -
Department of Insurance DOI ID 1144295 Agent - Health Active 2021-07-12 - - 2027-03-31 -

Former Company Names

Name Action
MAGNOLIA TAX SERVICE LLC Old Name
ONCEAGO SERVICES, LLC Old Name
SOKY TAX SERVICES LLC Old Name

Filings

Name File Date
Annual Report 2025-03-06
Annual Report 2024-03-15
Annual Report 2023-03-15
Annual Report 2022-04-29
Registered Agent name/address change 2022-02-17

Trademarks

Serial Number:
99244164
Mark:
THE SUMMIT METHOD
Status:
New application awaiting assignment to an examining attorney. See current trademark processing wait times for more information.
Mark Type:
Service Mark
Application Filing Date:
2025-06-20
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
THE SUMMIT METHOD

Goods And Services

For:
Financial planning for retirement; Financial services, namely, wealth management services; Investment advice; Investment management; Investment consultation; Investment of funds for others; Financial asset management; Insurance services, namely, underwriting, issuing and administration of life insur...
First Use:
2025-06-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
99244153
Mark:
THE SUMMIT STRATEGY
Status:
New application awaiting assignment to an examining attorney. See current trademark processing wait times for more information.
Mark Type:
Service Mark
Application Filing Date:
2025-06-20
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
THE SUMMIT STRATEGY

Goods And Services

For:
Financial planning for retirement; Financial services, namely, wealth management services; Investment advice; Investment management; Investment consultation; Investment of funds for others; Financial asset management; Insurance services, namely, underwriting, issuing and administration of life insur...
First Use:
2025-06-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
99174255
Mark:
THE SUMMIT PROCESS
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-05-07
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
THE SUMMIT PROCESS

Goods And Services

For:
Financial planning for retirement; Financial services, namely, wealth management services; Financial asset management; Insurance services, namely, underwriting, issuing and administration of life insurance; Financial advice relating to tax; Long-term care insurance underwriting; Insurance services,...
First Use:
2024-10-01
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98762038
Mark:
EXPECT MORE
Status:
NON-FINAL ACTION - MAILED
Mark Type:
SERVICE MARK
Application Filing Date:
2024-09-20
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
EXPECT MORE

Goods And Services

For:
Financial planning for retirement; Financial services, namely, wealth management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial asset management; Insurance services, namely, underwriting, issuing a...
First Use:
2024-09-01
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98762032
Mark:
FAMILY SUCCESSION ORGANIZER
Status:
NON-FINAL ACTION - MAILED
Mark Type:
SERVICE MARK
Application Filing Date:
2024-09-20
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
FAMILY SUCCESSION ORGANIZER

Goods And Services

For:
Financial planning for retirement; Financial services, namely, wealth management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial asset management; Insurance services, namely, underwriting, issuing a...
First Use:
2024-09-01
International Classes:
036 - Primary Class
Class Status:
Active

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Sources: Kentucky Secretary of State