| Name: | STRATEGIC WEALTH INVESTMENT GROUP, LLC |
| Jurisdiction: | Kentucky |
| Profit or Non-Profit: | Profit |
| Legal type: | Foreign Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| File Date: | 23 Oct 2020 (4 years ago) |
| Authority Date: | 23 Oct 2020 (4 years ago) |
| Last Annual Report: | 25 Jun 2024 (7 months ago) |
| Organization Number: | 1117979 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40222 |
| Primary County: | Jefferson |
| Principal Office: | 500 N HURSTBOURNE PARKWAY, Suite 120, LOUISVILLE, KY 40222 |
| Place of Formation: | DELAWARE |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1802365 | 500 N. HURSTBOURNE PKWY, SUITE 120, LOUISVILLE, KY, 40222 | 500 N. HURSTBOURNE PKWY, SUITE 120, LOUISVILLE, KY, 40222 | 5024123354 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2024-10-24 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-15
| Form type | N-PX |
| File number | 028-19838 |
| Filing date | 2024-08-15 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-13
| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2024-08-13 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-01-16
| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2024-01-16 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-03
| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2023-11-03 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-17
| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2023-07-17 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-24
| Form type | 13F-HR/A |
| File number | 028-19838 |
| Filing date | 2023-04-24 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-04-20
| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2023-04-20 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-27
| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2023-01-27 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-21
| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2022-10-21 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-08
| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2022-08-08 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-26
| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2022-04-26 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-21
| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2022-01-21 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-15
| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2021-11-15 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-16
| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2021-07-16 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-22
| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2021-04-22 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-01-26
| Form type | 13F-HR/A |
| File number | 028-19838 |
| Filing date | 2021-01-26 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2021-01-15
| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2021-01-15 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-03
| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2020-11-03 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-07-13
| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2020-07-13 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-20
| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2020-04-20 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-11
| Form type | 13F-HR |
| File number | 028-19838 |
| Filing date | 2020-02-11 |
| Reporting date | 2019-12-31 |
| File | View File |
| Name | Role |
|---|---|
| CAPITOL CORPORATE SERVICES, INC. | Registered Agent |
| Name | Role |
|---|---|
| Matthew J Dicken | Manager |
| Dustin R Stanley | Manager |
| Jordan M Schwartz | Manager |
| Name | File Date |
|---|---|
| Annual Report | 2024-06-25 |
| Annual Report | 2023-01-20 |
| Principal Office Address Change | 2023-01-20 |
| Annual Report | 2022-02-08 |
| Annual Report | 2021-03-09 |
| Certificate of Authority (LLC) | 2020-10-23 |
Date of last update: 17 Jan 2025
Sources: Kentucky Secretary of State
