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  5. DPL FINANCIAL PARTNERS, LLC

DPL FINANCIAL PARTNERS, LLC

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Company Details

Name: DPL FINANCIAL PARTNERS, LLC
Legal type: Foreign Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 28 Aug 2024 (9 months ago)
Organization Date: 16 Dec 2020 (4 years ago)
Authority Date: 28 Aug 2024 (9 months ago)
Organization Number: 1391102
ZIP code: 40223
City: Louisville, Anchorage, Blue Rdg Mnr, Blue Ridge Mano...
Primary County: Jefferson County
Principal Office: 1906 Stanley Gault Parkway, Louisville, KY 40223
Place of Formation: DELAWARE

Registered Agent

Name Role
CT Corporation System Registered Agent

Manager

Name Role
David Lau Manager

Organizer

Name Role
David Lau Organizer

Links between entities

Type:
Headquarter of
Company Number:
001698639
State:
RHODE ISLAND
URL:
View linked company profile
Type:
Headquarter of
Company Number:
LLC_07336403
State:
ILLINOIS
URL:
View linked company profile
Type:
Headquarter of
Company Number:
10099914
State:
ALASKA
URL:
View linked company profile
Type:
Headquarter of
Company Number:
5264180
State:
NEW YORK
URL:
View linked company profile
Type:
Headquarter of
Company Number:
7d873a1a-d728-e911-916b-00155d0deff0
State:
MINNESOTA
URL:
View linked company profile
Type:
Headquarter of
Company Number:
1308406
State:
CONNECTICUT
URL:
View linked company profile
Type:
Headquarter of
Company Number:
604443
State:
IDAHO
URL:
View linked company profile
Type:
Headquarter of
Company Number:
M18000002588
State:
FLORIDA
URL:
View linked company profile

Form 5500 Series

Employer Identification Number (EIN):
472316854
Plan Year:
2023
Number Of Participants:
77
Sponsors Telephone Number:
7035077115
File:
View File
Plan Year:
2022
Number Of Participants:
59
Sponsors Telephone Number:
7035077115
File:
View File
Plan Year:
2021
Number Of Participants:
48
Sponsors Telephone Number:
7035077115
File:
View File
Plan Year:
2020
Number Of Participants:
33
Sponsors Telephone Number:
7035077115
File:
View File
Plan Year:
2019
Number Of Participants:
22
Sponsors Telephone Number:
7035077115
File:
View File

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 954464 Agent - Health Active 2020-10-04 - - 2027-03-31 -
Department of Insurance DOI ID 954464 Agent - Variable Life and Variable Annuities Active 2018-01-12 - - 2027-03-31 -
Department of Insurance DOI ID 954464 Agent - Life Active 2017-06-22 - - 2027-03-31 -

Filings

Name File Date
Certificate of Authority FBE 2024-08-28

Trademarks

Serial Number:
99072988
Mark:
AVENEW
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-03-07
Mark Literal Elements:
AVENEW
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Educational services, namely, providing virtual and live events, masterclasses, podcasts, and informational programs in the fields of insurance and annuity products
International Classes:
041 - Primary Class
Class Status:
Active
For:
Financial planning and investment advisory services; Insurance and financial information and consultancy services; Financial services, namely, wealth management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; P...
International Classes:
036 - Primary Class
Class Status:
Active
For:
Insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to pre-qualified insurance brokers, agents and agencies interested in those requests; Data compiling and analyzing in the field of insurance; Operating on-line...
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
99072979
Mark:
A
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-03-07
Mark Literal Elements:
A
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Educational services, namely, providing virtual and live events, masterclasses, podcasts, and informational programs in the fields of insurance and annuity products
International Classes:
041 - Primary Class
Class Status:
Active
For:
Financial planning and investment advisory services; Insurance and financial information and consultancy services; Financial services, namely, wealth management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; P...
International Classes:
036 - Primary Class
Class Status:
Active
For:
Insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to pre-qualified insurance brokers, agents and agencies interested in those requests; Data compiling and analyzing in the field of insurance; Operating on-line...
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
99072965
Mark:
DPL FINANCIAL PARTNERS
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-03-07
Mark Literal Elements:
DPL FINANCIAL PARTNERS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Educational services, namely, providing virtual and live events, masterclasses, podcasts, and informational programs in the fields of insurance and annuity products
International Classes:
041 - Primary Class
Class Status:
Active
For:
Insurance and financial information and consultancy services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Providing financial assessment services to financial advisors and individuals seeking insurance or annuity pro...
International Classes:
036 - Primary Class
Class Status:
Active
For:
Insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to pre-qualified insurance brokers, agents and agencies interested in those requests; Data compiling and analyzing in the field of insurance; Operating on-line...
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
99072952
Mark:
DPL FINANCIAL PARTNERS
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-03-07
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
DPL FINANCIAL PARTNERS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Educational services, namely, providing virtual and live events, masterclasses, podcasts, and informational programs in the fields of insurance and annuity products
International Classes:
041 - Primary Class
Class Status:
Active
For:
Insurance and financial information and consultancy services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Providing financial assessment services to financial advisors and individuals seeking insurance or annuity pro...
International Classes:
036 - Primary Class
Class Status:
Active
For:
Insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to pre-qualified insurance brokers, agents and agencies interested in those requests; Data compiling and analyzing in the field of insurance; Operating on-line...
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
97927826
Mark:
AVENEW
Status:
FIRST EXTENSION - GRANTED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-05-09
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
AVENEW
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Educational services, namely, providing virtual and live events, masterclasses, podcasts, and informational programs in the fields of insurance and annuity products
International Classes:
041 - Primary Class
Class Status:
Active
For:
Financial planning and investment advisory services provided to individual consumers and financial advisors; Insurance and financial information and consultancy services provided to individual consumers and financial advisors; Financial services, namely, wealth management services provided to indivi...
International Classes:
036 - Primary Class
Class Status:
Active
For:
Insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to pre-qualified insurance brokers, agents and agencies interested in those requests; Data compiling and analyzing in the field of insurance; Operating on-line...
International Classes:
035 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-04-08
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
519912
Current Approval Amount:
519912
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
524724.07

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Financial Incentive

Program Program Status Average Hourly Wage Project Cost Incentive Amount Initial Jobs New Jobs Date of Action Approval Type
GIA/BSSC Inactive 49.48 $98,201 $34,000 38 15 2022-05-04 Final
KBI - Kentucky Business Investment Active 55.00 $3,600,000 $600,000 4 40 2020-03-26 Final

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David Lau

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Sources: Kentucky Secretary of State

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