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Trace Advisory Group, LLC

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Company Details

Name: Trace Advisory Group, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 01 Oct 2019 (6 years ago)
Business ID: 1188416
ZIP code: 39157
County: Madison
State of Incorporation: MISSISSIPPI
Principal Office Address: 219 Industrial DriveRidgeland, MS 39157
Fictitious names: Trace Advisory Group
Historical names: The Breckenridge Group, LLC

Agent

Name Role Address
Irvin Leon Breckenridge III Agent 219 Industrial Drive, Ridgeland, MS 39157

Manager

Name Role Address
Virginia Stearns Breckenridge Manager 804 Steels Pt, Madison, MS 39110

Member

Name Role Address
Virginia Stearns Breckenridge Member 804 Steels Pt, Madison, MS 39110
Irvin Leon "Trey" Breckenridge III Member 804 Steels Pt, Madison, MS 39110
Thomas P. McDonnell III Member 103 Woodleaf Cove, Madison, MS 39110
Caleb Robert Smith Member 4307 Dalrymple Ct., Jackson, MS 39211

U.S. Small Business Administration Profile

Phone Number:
Contact Person:
IRVIN BRECKENRIDGE
Ownership and Self-Certifications:
Self-Certified Small Disadvantaged Business, Economically Disadvantaged Women-Owned Small Business, Women-Owned Small Business, Woman Owned
User ID:
P2521022

Unique Entity ID

Unique Entity ID:
Z8KPQHJ1Z3K1
CAGE Code:
8Z1D7
UEI Expiration Date:
2026-01-13

Business Information

Activation Date:
2025-01-15
Initial Registration Date:
2021-03-25

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2025-02-19 Annual Report For Trace Advisory Group, LLC
Annual Report LLC Filed 2024-02-13 Annual Report For Trace Advisory Group, LLC
Annual Report LLC Filed 2023-04-05 Annual Report For Trace Advisory Group, LLC
Annual Report LLC Filed 2022-04-01 Annual Report For Trace Advisory Group, LLC
Amendment Form Filed 2021-10-26 Amendment For Trace Advisory Group, LLC
Fictitious Name Withdrawal Filed 2021-10-26 Fictitious Name Withdrawal For Trace Advisory Group, LLC
Annual Report LLC Filed 2021-03-29 Annual Report For Trace Advisory Group, LLC
Amendment Form Filed 2020-09-22 Amendment For The Breckenridge Group, LLC
Fictitious Name Registration Filed 2020-08-05 Fictitious Name Registration For The Breckenridge Group, LLC
Annual Report LLC Filed 2020-03-25 Annual Report For The Breckenridge Group, LLC

USAspending Awards / Financial Assistance

Date:
2020-04-19
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
2000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

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Date of last update: 07 Jul 2025

Sources: Company Profile on Mississippi Secretary of State Website