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SHARED Strategy Group, LLC

Company Details

Name: SHARED Strategy Group, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 05 Aug 2014 (11 years ago)
Business ID: 1046161
ZIP code: 39209
County: Hinds
State of Incorporation: MISSISSIPPI
Principal Office Address: 974 Royal Oak DriveJackson, MS 39209

Agent

Name Role Address
Ross, Lolita M. Agent 974 Royal Oak Drive;PO Box 20624, Jackson, MS 39209

Member

Name Role Address
Lolita M. Ross Member 974 Royal Oak DrivePO Box 20624, Jackson, MS 39209

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2024-01-24 Annual Report For SHARED Strategy Group, LLC
Annual Report LLC Filed 2023-03-19 Annual Report For SHARED Strategy Group, LLC
Annual Report LLC Filed 2022-04-18 Annual Report For SHARED Strategy Group, LLC
Annual Report LLC Filed 2021-03-25 Annual Report For SHARED Strategy Group, LLC
Annual Report LLC Filed 2020-03-16 Annual Report For SHARED Strategy Group, LLC
Annual Report LLC Filed 2019-04-08 Annual Report For SHARED Strategy Group, LLC
Annual Report LLC Filed 2018-04-26 Annual Report For SHARED Strategy Group, LLC
Annual Report LLC Filed 2017-04-21 Annual Report For SHARED Strategy Group, LLC
Annual Report LLC Filed 2016-03-26 Annual Report For SHARED Strategy Group, LLC
Annual Report LLC Filed 2015-06-15 Annual Report For SHARED Strategy Group, LLC

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2183068009 2020-06-23 0470 PPP 974 ROYAL OAK DRIVE, JACKSON, MS, 39209-6737
Loan Status Date 2021-06-10
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 17139
Loan Approval Amount (current) 17139
Undisbursed Amount 0
Franchise Name -
Lender Location ID 12096
Servicing Lender Name Wells Fargo Bank, National Association
Servicing Lender Address 101 N Philips Ave, SIOUX FALLS, SD, 57104-6738
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address JACKSON, HINDS, MS, 39209-6737
Project Congressional District MS-02
Number of Employees 1
NAICS code 541618
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Sole Proprietorship
Originating Lender ID 12096
Originating Lender Name Wells Fargo Bank, National Association
Originating Lender Address SIOUX FALLS, SD
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 17290.2
Forgiveness Paid Date 2021-05-13
4775948310 2021-01-23 0470 PPS 974 Royal Oak Dr, Jackson, MS, 39209-6737
Loan Status Date 2022-09-13
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 17137
Loan Approval Amount (current) 17137
Undisbursed Amount 0
Franchise Name -
Lender Location ID 12096
Servicing Lender Name Wells Fargo Bank, National Association
Servicing Lender Address 101 N Philips Ave, SIOUX FALLS, SD, 57104-6738
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Jackson, HINDS, MS, 39209-6737
Project Congressional District MS-02
Number of Employees 1
NAICS code 541618
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Sole Proprietorship
Originating Lender ID 12096
Originating Lender Name Wells Fargo Bank, National Association
Originating Lender Address SIOUX FALLS, SD
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 17393.35
Forgiveness Paid Date 2022-08-04

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P3346978 SHARED STRATEGY GROUP, LLC - FNFKSLKNVWQ5 974 ROYAL OAK DR, JACKSON, MS, 39209-6737
Capabilities Statement Link -
Phone Number 601-454-8659
Fax Number -
E-mail Address lross@sharedstrategygroup.com
WWW Page -
E-Commerce Website -
Contact Person LOLITA ROSS
County Code (3 digit) 049
Congressional District 02
Metropolitan Statistical Area 3560
CAGE Code 79JA7
Year Established 2014
Accepts Government Credit Card No
Legal Structure LLC
Ownership and Self-Certifications Black American, Other Minority Owned, Self-Certified Small Disadvantaged Business, Economically Disadvantaged Women-Owned Small Business, Women-Owned Small Business, Woman Owned
Business Development Servicing Office MISSISSIPPI DISTRICT OFFICE (SBA office code 0470)
Capabilities Narrative (none given)
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords (none given)
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

SBA Federal Certifications

HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels

Description Construction Bonding Level (per contract)
Level (none given)
Description Construction Bonding Level (aggregate)
Level (none given)
Description Service Bonding Level (per contract)
Level (none given)
Description Service Bonding Level (aggregate)
Level (none given)

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 541611
NAICS Code's Description Administrative Management and General Management Consulting Services
Buy Green Yes
Code 541720
NAICS Code's Description Research and Development in the Social Sciences and Humanities
Buy Green Yes
Code 923120
NAICS Code's Description Administration of Public Health Programs
Buy Green Pending
Code 925120
NAICS Code's Description Administration of Urban Planning and Community and Rural Development
Buy Green Pending (3)

Export Profile (Trade Mission Online)

Exporter Firm hasn't answered this question yet
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Date of last update: 28 Mar 2025

Sources: Mississippi Secretary of State