| Name: | Lightpath Wealth Management, LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 11 Jan 2021 (4 years ago) |
| Organization Date: | 11 Jan 2021 (4 years ago) |
| Last Annual Report: | 20 Feb 2025 (2 months ago) |
| Managed By: | Members |
| Organization Number: | 1127999 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Small (0-19) |
| ZIP code: | 40059 |
| City: | Prospect, River Bluff |
| Primary County: | Jefferson County |
| Principal Office: | 10701 Worthington Ln, Prospect, KY 40059 |
| Place of Formation: | KENTUCKY |
| Name | Role |
|---|---|
| Jeffrey Scott Geiser | Organizer |
| Name | Role |
|---|---|
| Jeffrey Scott Geiser | Registered Agent |
| Name | Role |
|---|---|
| Jeffrey Scott Geiser | Member |
| Jason Louis Hawkins | Member |
| Department | License Number | License Type / Line of Authority | Status | Issue Date | Effective Date | Inactive Date | Expiry Date | Address |
|---|---|---|---|---|---|---|---|---|
| Department of Insurance | DOI ID 1136036 | Agent - Health | Pending | - | - | - | - | - |
| Department of Insurance | DOI ID 1136036 | Agent - Life | Active | 2021-05-24 | - | - | 2027-03-31 | - |
| Name | Status | Expiration Date |
|---|---|---|
| LIGHTPATH WEALTH & TAX ADVISORS | Active | 2026-05-27 |
| Name | File Date |
|---|---|
| Annual Report | 2025-02-20 |
| Annual Report | 2025-02-20 |
| Annual Report | 2024-06-03 |
| Annual Report | 2023-06-28 |
| Annual Report | 2022-06-27 |
| Certificate of Assumed Name | 2021-05-27 |
Sources: Kentucky Secretary of State
