| Name: | ADVANCE PLANNING PARTNERS LLC |
| Legal type: | Foreign Limited Liability Company |
| Status: | Inactive |
| Standing: | Good |
| File Date: | 10 Apr 2023 (2 years ago) |
| Organization Date: | 31 Mar 2023 (2 years ago) |
| Authority Date: | 10 Apr 2023 (2 years ago) |
| Last Annual Report: | 16 Apr 2024 (a year ago) |
| Organization Number: | 1273898 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Small (0-19) |
| Principal Office: | 2650 MCCORMICK DRIVE STE 200 S, CLEARWATER, FL 33759 |
| Place of Formation: | DELAWARE |
| Name | Role |
|---|---|
| KY SECRETARY OF STATE | Registered Agent |
| Name | Role |
|---|---|
| ORCA LIFE, LLC | Member |
| Advance Planning Holdings, LLC | Member |
| Department | License Number | License Type / Line of Authority | Status | Issue Date | Effective Date | Inactive Date | Expiry Date | Address |
|---|---|---|---|---|---|---|---|---|
| Department of Insurance | DOI ID 800713 | Agent - Personal Lines | Denied | - | - | - | - | - |
| Department of Insurance | DOI ID 800713 | Agent - Casualty | Pending Replacement | 2015-07-27 | - | - | 2025-03-31 | - |
| Department of Insurance | DOI ID 800713 | Agent - Property | Pending Replacement | 2015-07-27 | - | - | 2025-03-31 | - |
| Department of Insurance | DOI ID 800713 | Agent - Health | Pending Replacement | 2015-05-07 | - | - | 2025-03-31 | - |
| Department of Insurance | DOI ID 800713 | Agent - Life | Pending Replacement | 2013-01-04 | - | - | 2025-03-31 | - |
| Name | File Date |
|---|---|
| Certificate of Withdrawal | 2024-08-21 |
| Annual Report | 2024-04-16 |
| Registered Agent name/address change | 2023-05-24 |
| Certificate of Authority FBE | 2023-04-10 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 2831377403 | 2020-05-06 | 0457 | PPP | 14302 Glensford Pl, Louisville, KY, 40245 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Sources: Kentucky Secretary of State
