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RODGERS INSURANCE AND FINANCIAL SERVICES, LLC

Company Details

Name: RODGERS INSURANCE AND FINANCIAL SERVICES, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 25 Oct 2019 (5 years ago)
Organization Date: 25 Oct 2019 (5 years ago)
Last Annual Report: 17 May 2024 (a year ago)
Managed By: Managers
Organization Number: 1075763
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40014
City: Crestwood, Ballardsville, Orchard Grass, Orchard Gr...
Primary County: Oldham County
Principal Office: 6003 PLEASANT COLONY COURT, SUITE #5, CRESTWOOD, KY 40014
Place of Formation: KENTUCKY

Registered Agent

Name Role
JONATHAN RODGERS Registered Agent

Manager

Name Role
Jonathan David Rodgers Manager

Organizer

Name Role
BRYAN FALLON 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 1073740 Agent - Life Active 2020-02-10 - - 2026-03-31 -
Department of Insurance DOI ID 1073740 Agent - Health Active 2020-02-10 - - 2026-03-31 -
Department of Insurance DOI ID 1073740 Agent - Casualty Active 2020-02-10 - - 2026-03-31 -
Department of Insurance DOI ID 1073740 Agent - Property Active 2020-02-10 - - 2026-03-31 -

Filings

Name File Date
Annual Report 2024-05-17
Annual Report 2023-06-15
Annual Report 2022-04-18
Annual Report 2021-02-18
Registered Agent name/address change 2020-01-28
Annual Report 2020-01-28
Articles of Organization (LLC) 2019-10-25

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1970668409 2021-02-03 0457 PPP 6003 Pleasant Colony Ct, Crestwood, KY, 40014-8678
Loan Status Date 2022-01-13
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 34135
Loan Approval Amount (current) 34135
Undisbursed Amount 0
Franchise Name -
Lender Location ID 44449
Servicing Lender Name PNC Bank, National Association
Servicing Lender Address 222 Delaware Ave, WILMINGTON, DE, 19801-1621
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Crestwood, OLDHAM, KY, 40014-8678
Project Congressional District KY-04
Number of Employees 4
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 44449
Originating Lender Name PNC Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 34425.15
Forgiveness Paid Date 2021-12-09

Sources: Kentucky Secretary of State