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Legacy Wealth Group, LLC

Company Details

Name: Legacy Wealth Group, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 20 Feb 2015 (10 years ago)
Business ID: 1061563
ZIP code: 39202
County: Hinds
State of Incorporation: MISSISSIPPI
Principal Office Address: 1326 Olive StreetJackson, MS 39202

Agent

Name Role Address
Robert T Van Uden III Agent 1400 Meadowbrook Road Suite 102, Jackson, MS 39211

Organizer

Name Role Address
Robert T Van Uden III Organizer 1400 Meadowbrook Road Suite 102, Jackson, MS 39211

Manager

Name Role Address
Nick Morgan Manager 1326 Olive Street, Jackson, MS 39202

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2024-04-09 Annual Report For Legacy Wealth Group, LLC
Annual Report LLC Filed 2023-03-16 Annual Report For Legacy Wealth Group, LLC
Annual Report LLC Filed 2022-02-28 Annual Report For Legacy Wealth Group, LLC
Annual Report LLC Filed 2021-04-14 Annual Report For Legacy Wealth Group, LLC
Annual Report LLC Filed 2020-01-27 Annual Report For Legacy Wealth Group, LLC
Annual Report LLC Filed 2019-03-12 Annual Report For Legacy Wealth Group, LLC
Annual Report LLC Filed 2018-02-20 Annual Report For Legacy Wealth Group, LLC
Annual Report LLC Filed 2017-03-13 Annual Report For Legacy Wealth Group, LLC
Annual Report LLC Filed 2016-04-04 Annual Report For Legacy Wealth Group, LLC
Formation Form Filed 2015-02-20 Formation For Legacy Wealth Group, LLC

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1310398808 2021-04-10 0470 PPP 1326 Olive St, Jackson, MS, 39202-1809
Loan Status Date 2022-01-06
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20832
Loan Approval Amount (current) 20832
Undisbursed Amount 0
Franchise Name -
Lender Location ID 529472
Servicing Lender Name Capital Plus Financial, LLC
Servicing Lender Address 2247 Central Drive, Bedford, TX, 76021
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Jackson, HINDS, MS, 39202-1809
Project Congressional District MS-03
Number of Employees 1
NAICS code 523930
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 529472
Originating Lender Name Capital Plus Financial, LLC
Originating Lender Address Bedford, TX
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 20951.21
Forgiveness Paid Date 2021-11-03

Date of last update: 29 Mar 2025

Sources: Mississippi Secretary of State