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Legacy Financial, LLC

Company Details

Name: Legacy Financial, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 27 Aug 2019 (6 years ago)
Organization Date: 27 Aug 2019 (6 years ago)
Last Annual Report: 06 Mar 2025 (8 days ago)
Managed By: Members
Organization Number: 1069577
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 41501
City: Pikeville, Broad Bottom, Gulnare, Mccombs, Meta, Ne...
Primary County: Pike County
Principal Office: 3822 NORTH MAYO TR, PIKEVILLE, KY 41501
Place of Formation: KENTUCKY

Member

Name Role
Reed Dennis Potter Member
Jimmy R Blackburn Member

Registered Agent

Name Role
Max Thompson Registered Agent
REED POTTER Registered Agent

Organizer

Name Role
Max Thompson Organizer

Filings

Name File Date
Annual Report 2025-03-06
Annual Report 2024-03-27
Annual Report 2023-03-28
Annual Report 2022-03-10
Annual Report 2021-04-15
Annual Report 2020-07-23
Principal Office Address Change 2019-10-11
Registered Agent name/address change 2019-10-11

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2849817304 2020-04-29 0457 PPP 3822 North Mayo Trail, PIKEVILLE, KY, 41501-3236
Loan Status Date 2021-05-06
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 116600
Loan Approval Amount (current) 116600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 75536
Servicing Lender Name The First National Bank of Williamson
Servicing Lender Address 68 E 2nd Ave, WILLIAMSON, WV, 25661-3534
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description New Business or 2 years or less
Project Address PIKEVILLE, PIKE, KY, 41501-3236
Project Congressional District KY-05
Number of Employees 8
NAICS code 541611
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 75536
Originating Lender Name The First National Bank of Williamson
Originating Lender Address WILLIAMSON, WV
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 117685.03
Forgiveness Paid Date 2021-04-02

Financial Incentive

Program Program Status Average Hourly Wage Project Cost Incentive Amount Initial Jobs New Jobs Date of Action Approval Type
KSBTC - Kentucky Small Business Tax Credit Inactive 30.46 $67,500 $7,000 7 2 2017-12-07 Final
KSBTC - Kentucky Small Business Tax Credit Inactive 41.25 $7,790 $7,000 5 2 2016-12-08 Final

Sources: Kentucky Secretary of State