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Sound Financial Strategies Group, LLC

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Company Details

Name: Sound Financial Strategies Group, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 18 Dec 2019 (6 years ago)
Business ID: 1196361
ZIP code: 39110
County: Madison
State of Incorporation: MISSISSIPPI
Principal Office Address: 116 One Madison Plaza, Suite 1100Madison, MS 39110

Agent

Name Role Address
Joel R. Holden Jr Agent 116 One Madison Plaza, Suite 1100, Madison, MS 39110

Organizer

Name Role Address
Ralph A. Yelverton Esq Organizer 1400 Meadowbrook Road, Suite 102, Jackson, MS 39211

Manager

Name Role Address
Joel R. Holden Jr Manager 116 One Madison Plaza, Suite 1100, Madison, MS 39110

Central Index Key

CIK number:
0001800620
Phone:
(601)856-3825

Latest Filings

Form type:
13F-HR
File number:
028-20023
Filing date:
2025-05-09
File:
Form type:
13F-HR
File number:
028-20023
Filing date:
2025-02-06
File:
Form type:
13F-HR
File number:
028-20023
Filing date:
2024-11-12
File:
Form type:
13F-HR
File number:
028-20023
Filing date:
2024-08-12
File:
Form type:
N-PX
File number:
028-20023
Filing date:
2024-07-17
File:

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2025-01-20 Annual Report For Sound Financial Strategies Group, LLC
Registered Agent Change of Address Filed 2025-01-20 Agent Address Change For Joel R. Holden Jr
Annual Report LLC Filed 2024-03-18 Annual Report For Sound Financial Strategies Group, LLC
Annual Report LLC Filed 2023-03-13 Annual Report For Sound Financial Strategies Group, LLC
Annual Report LLC Filed 2022-04-11 Annual Report For Sound Financial Strategies Group, LLC
Annual Report LLC Filed 2021-03-16 Annual Report For Sound Financial Strategies Group, LLC
Annual Report LLC Filed 2020-02-26 Annual Report For Sound Financial Strategies Group, LLC
Formation Form Filed 2019-12-18 Formation For Sound Financial Strategies Group, LLC

USAspending Awards / Financial Assistance

Date:
2020-04-14
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
174200.00
Total Face Value Of Loan:
174200.00

Paycheck Protection Program

Jobs Reported:
7
Initial Approval Amount:
$174,200
Date Approved:
2020-04-13
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$174,200
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$176,247.45
Servicing Lender:
Regions Bank
Use of Proceeds:
Payroll: $174,200

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Date of last update: 08 Jul 2025

Sources: Company Profile on Mississippi Secretary of State Website