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  5. Barnes Pettey Financial Advisors, LLC

Barnes Pettey Financial Advisors, LLC

Company Details

Name: Barnes Pettey Financial Advisors, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 27 Dec 2005 (19 years ago)
Business ID: 883709
ZIP code: 38614
County: Coahoma
State of Incorporation: MISSISSIPPI
Principal Office Address: 252 SUNFLOWER AVENUE, P. O. Box 1234CLARKSDALE, MS 38614

Central Index Key

CIK number Mailing Address Business Address Phone
0001908288 252 SUNFLOWER AVENUE, CLARKSDALE, MS, 38614 252 SUNFLOWER AVENUE, CLARKSDALE, MS, 38614 662-627-2225

Filings since 2025-01-23
Form type 13F-HR
File number 028-21736
Filing date 2025-01-23
Reporting date 2024-12-31
File View File

Filings since 2024-10-24
Form type 13F-HR
File number 028-21736
Filing date 2024-10-24
Reporting date 2024-09-30
File View File

Filings since 2024-08-02
Form type N-PX
File number 028-21736
Filing date 2024-08-02
Reporting date 2024-06-30
File View File

Filings since 2024-07-18
Form type 13F-HR
File number 028-21736
Filing date 2024-07-18
Reporting date 2024-06-30
File View File

Filings since 2024-05-06
Form type 13F-HR
File number 028-21736
Filing date 2024-05-06
Reporting date 2024-03-31
File View File

Filings since 2024-02-09
Form type 13F-HR
File number 028-21736
Filing date 2024-02-09
Reporting date 2023-12-31
File View File

Filings since 2023-11-01
Form type 13F-HR
File number 028-21736
Filing date 2023-11-01
Reporting date 2023-09-30
File View File

Filings since 2023-08-02
Form type 13F-HR
File number 028-21736
Filing date 2023-08-02
Reporting date 2023-06-30
File View File

Filings since 2023-05-11
Form type 13F-HR
File number 028-21736
Filing date 2023-05-11
Reporting date 2023-03-31
File View File

Filings since 2023-02-22
Form type 13F-HR/A
File number 028-21736
Filing date 2023-02-22
Reporting date 2022-12-31
File View File

Filings since 2023-01-27
Form type 13F-HR
File number 028-21736
Filing date 2023-01-27
Reporting date 2022-12-31
File View File

Filings since 2022-11-02
Form type 13F-HR
File number 028-21736
Filing date 2022-11-02
Reporting date 2022-09-30
File View File

Filings since 2022-08-05
Form type 13F-HR
File number 028-21736
Filing date 2022-08-05
Reporting date 2022-06-30
File View File

Filings since 2022-04-27
Form type 13F-HR
File number 028-21736
Filing date 2022-04-27
Reporting date 2022-03-31
File View File

Filings since 2022-02-10
Form type 13F-HR
File number 028-21736
Filing date 2022-02-10
Reporting date 2021-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN 2023 208167191 2024-04-18 BARNES PETTEY FINANCIAL ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P.O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2024-04-18
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN 2022 208167191 2023-04-05 BARNES PETTEY FINANCIAL ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P.O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2023-04-05
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN 2021 208167191 2022-04-11 BARNES PETTEY FINANCIAL ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P.O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2022-04-11
Name of individual signing KATHY C. ATKINS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-04-11
Name of individual signing KATHY C. ATKINS
Valid signature Filed with authorized/valid electronic signature
BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN 2020 208167191 2021-05-05 BARNES PETTEY FINANCIAL ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P.O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2021-05-05
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-05
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN 2019 208167191 2020-05-13 BARNES PETTEY FINANCIAL ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P.O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2020-05-13
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-13
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN 2018 208167191 2019-04-15 BARNES PETTEY FINANCIAL ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P.O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2019-04-15
Name of individual signing KATHY C. ATKINS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-15
Name of individual signing KATHY C. ATKINS
Valid signature Filed with authorized/valid electronic signature
BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN 2017 208167191 2018-05-22 BARNES PETTEY FINANCIAL ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P.O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2018-05-22
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-22
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PLAN 2016 208167191 2017-07-27 BARNES PETTEY FINANCIAL ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P.O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2017-07-27
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-27
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
BARNES-PETTEY FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2015 208167191 2016-04-26 BARNES-PETTEY FINANCIAL ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P. O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2016-04-26
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
BARNES-PETTEY FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2014 208167191 2015-06-09 BARNES-PETTEY FINANCIAL ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P. O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2015-06-05
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/03/07/20140307142916P030242112019001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P. O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2014-03-07
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/05/06/20130506113854P040073123397001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P. O. BOX 1234, CLARKSDALE, MS, 38614

Signature of
Role Plan administrator
Date 2013-05-06
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/05/18/20120518134106P030001052278001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P. O. BOX 1234, CLARKSDALE, MS, 38614

Plan administrator’s name and address
Administrator’s EIN 208167191
Plan administrator’s name BARNES-PETTEY FINANCIAL ADVISORS, LLC
Plan administrator’s address P. O. BOX 1234, CLARKSDALE, MS, 38614
Administrator’s telephone number 6626272225

Signature of
Role Plan administrator
Date 2012-05-18
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/03/21/20110321095509P040134981632001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P. O. BOX 1234, CLARKSDALE, MS, 38614

Plan administrator’s name and address
Administrator’s EIN 208167191
Plan administrator’s name BARNES-PETTEY FINANCIAL ADVISORS, LLC
Plan administrator’s address P. O. BOX 1234, CLARKSDALE, MS, 38614
Administrator’s telephone number 6626272225

Signature of
Role Plan administrator
Date 2011-03-21
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/08/20100708132218P030034033575001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 523900
Sponsor’s telephone number 6626272225
Plan sponsor’s address P. O. BOX 1234, CLARKSDALE, MS, 38614

Plan administrator’s name and address
Administrator’s EIN 208167191
Plan administrator’s name BARNES-PETTEY FINANCIAL ADVISORS, LLC
Plan administrator’s address P. O. BOX 1234, CLARKSDALE, MS, 38614
Administrator’s telephone number 6626272225

Signature of
Role Plan administrator
Date 2010-07-08
Name of individual signing KATHY ATKINS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Barnes, Dudley M Agent 252 Sunflower;Post Office Box 1234, Clarksdale, MS 38614

Member

Name Role Address
Andrew C Yee Member P. O. Box 1234, Clarksdale, MS 38614

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2025-03-05 Annual Report For Barnes Pettey Financial Advisors, LLC
Annual Report LLC Filed 2024-02-27 Annual Report For Barnes Pettey Financial Advisors, LLC
Annual Report LLC Filed 2023-02-20 Annual Report For Barnes Pettey Financial Advisors, LLC
Annual Report LLC Filed 2022-03-04 Annual Report For Barnes Pettey Financial Advisors, LLC
Annual Report LLC Filed 2021-03-23 Annual Report For Barnes Pettey Financial Advisors, LLC
Annual Report LLC Filed 2020-01-28 Annual Report For Barnes Pettey Financial Advisors, LLC
Annual Report LLC Filed 2019-04-09 Annual Report For Barnes Pettey Financial Advisors, LLC
Annual Report LLC Filed 2018-02-07 Annual Report For Barnes Pettey Financial Advisors, LLC
Annual Report LLC Filed 2017-03-07 Annual Report For Barnes Pettey Financial Advisors, LLC
Annual Report LLC Filed 2016-02-19 Annual Report For Barnes Pettey Financial Advisors, LLC

Related by officers

Barnes, Dudley M

NORTH DELTA AIRCRAFT LLC

Andrew C Yee

Andrew C. Yee, LLC

Related by address

252 SUNFLOWER AVENUE, P. O. Box 1234CLARKSDALE, MS 38614

NORTH DELTA AIRCRAFT LLC

Date of last update: 20 Mar 2025

Sources: Mississippi Secretary of State

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