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Alpha Financial Partners, LLC

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Company Details

Name: Alpha Financial Partners, LLC
Legal type: Foreign Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 03 Jan 2020 (5 years ago)
Organization Date: 09 Oct 2019 (6 years ago)
Authority Date: 03 Jan 2020 (5 years ago)
Last Annual Report: 23 Apr 2024 (a year ago)
Organization Number: 1082247
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40508
City: Lexington
Primary County: Fayette County
Principal Office: 319 CEDAR ST, SUITE 201, LEXINGTON, KY 40508
Place of Formation: DELAWARE

Registered Agent

Name Role
Alpha Financial Partners, LLC Registered Agent

Member

Name Role
Marc I Cobane Member
Gregory Turcotte Member
Aaron Ammerman Member

Authorized Rep

Name Role
Marc Cobane Authorized Rep

Form 5500 Series

Employer Identification Number (EIN):
844135983
Plan Year:
2023
Number Of Participants:
6
Sponsors Telephone Number:
8597852660
File:
View File
Plan Year:
2023
Number Of Participants:
2
Sponsors Telephone Number:
8597852663
File:
View File
Plan Year:
2022
Number Of Participants:
2
Sponsors Telephone Number:
8597852663
File:
View File
Plan Year:
2022
Number Of Participants:
5
Sponsors Telephone Number:
8597852660
File:
View File
Plan Year:
2021
Number Of Participants:
2
Sponsors Telephone Number:
8597852663
File:
View File

Filings

Name File Date
Principal Office Address Change 2024-12-16
Annual Report 2024-04-23
Annual Report 2023-03-23
Annual Report 2022-05-18
Registered Agent name/address change 2021-02-24

USAspending Awards / Financial Assistance

Date:
2020-04-28
Link:
View on USAspending
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:
9600.00
Total Face Value Of Loan:
9600.00
Date:
2020-04-26
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
4000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks

Serial Number:
98038146
Mark:
ALPHA FINANCIAL PARTNERS
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2023-06-12
Mark Drawing Type:
5 - AN ILLUSTRATION DRAWING WITH WORD(S)/LETTER(S)/NUMBER(S) IN STYLIZED FORM
Mark Literal Elements:
ALPHA FINANCIAL PARTNERS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
financial services, namely, financial advisory and consulting services specializing in the complex financial needs of high net worth clients and their businesses; excluding the creation, underwriting, issuance, and administration of insurance and annuity products and services, and direct lending and...
First Use:
2024-03-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
97390910
Mark:
ALPHA FINANCIAL PARTNERS
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2022-05-02
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
ALPHA FINANCIAL PARTNERS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
financial services, namely, financial advisory and consulting services specializing in the complex financial needs of high net worth clients and their businesses; excluding the creation, underwriting, issuance, and administration of insurance and annuity products and services, and direct lending and...
First Use:
2020-03-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
88751118
Mark:
STOCK MARKET SEATBELT
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2020-01-08
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
STOCK MARKET SEATBELT
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial services, namely, financial advisory and consulting services specializing in the complex financial needs of high net worth clients and their businesses
First Use:
2020-08-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
88664897
Mark:
ALPHA FINANCIAL PARTNERS
Status:
Registration cancelled under Section 7 because the registrant surrendered the registration.
Mark Type:
Service Mark
Application Filing Date:
2019-10-23
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
ALPHA FINANCIAL PARTNERS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
financial services, namely, financial advisory and consulting services specializing in the complex financial needs of high net worth clients and their businesses
First Use:
2020-01-03
International Classes:
036 - Primary Class
Class Status:
SECTION 7(e) - CANCELLED

Paycheck Protection Program

Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
9600
Current Approval Amount:
9600
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
9661.8

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Sources: Kentucky Secretary of State

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