UNIFIED FINANCIAL SERVICES INC

Profile

Company Names

UNIFIED FINANCIAL SERVICES INC

Addresses

2353 ALEXANDRIA DRIVE, LEXINGTON, KY 40504

Phone Numbers

859-514-3356

 

Entity Type:

CORPORATION

Industry:

OTHER BANKING AND FINANCIAL SERVICES

Year Incorporated:

> 5 years ago

State Incorporated:

DELAWARE

Total Amount Raised:

$388,500.00

Number of Funding Rounds:

2
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
2
2019-07-01 
$0.00 
$225,000.00 
$225,000.00 
Equity 
1
2011-12-09 
$388,500.00 
$6,993,000.00 
$6,604,500.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
CHRISTOPHER 
E. 
ANDERSON 
DIRECTOR
JACK 
H. 
BROWN 
DIRECTOR
BETH 
L. 
CLIMO 
DIRECTOR
PHILIP 
L. 
CONOVER 
DIRECTOR
DAVID 
R. 
DEMARCUS 
DIRECTOR
WEAVER 
H. 
GAINES 
DIRECTOR
JOHN 
R. 
JENKINS 
DIRECTOR
GREGORY 
W. 
KASTEN 
EXECUTIVE OFFICER, DIRECTOR
GREGORY 
W. 
KASTEN, M.D. 
DIRECTOR
DAVID 
E. 
LONGENECKER 
EXECUTIVE OFFICER
JOHN 
PENN 
EXECUTIVE OFFICER, DIRECTOR
CONNIE 
 
VAN ONSELDER 
EXECUTIVE OFFICER
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
D
OTHER BANKING AND FINANCIAL SERVICES 
SECURITY + COMMODITY BROKERS, DEALERS, EXCHANGES + SERVICES [6200] 
$5,000,001 - $25,000,000 
Equity 
2019-07-01 
D
OTHER BANKING AND FINANCIAL SERVICES 
SECURITY + COMMODITY BROKERS, DEALERS, EXCHANGES + SERVICES [6200] 
$5,000,001 - $25,000,000 
Equity 
2011-12-09 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#