CONCIERGE LEGACY ADVISORS, INC.

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Company Details

Name:	CONCIERGE LEGACY ADVISORS, INC.
Jurisdiction:	Idaho
Legal type:	General Business Corporation (D)
Status:	Active-Good Standing
Date of registration:	02 Mar 2009 (16 years ago)
Financial Date End:	31 Mar 2026
Entity Number:	550827
Place of Formation:	IDAHO
File Number:	550827
Mailing Address:	PO BOX 2720 BOISE, ID 83701-2720

Agent

Name	Role	Address
GIVENS PURSLEY CORPORATE SERVICES LLC	Agent	601 W BANNOCK ST, BOISE, ID 83702

Secretary

Name	Role	Address	Appointed On
Richard A. Seehawer	Secretary	PO BOX 99, MERIDIAN, ID 83680	2021-03-31

Director

Name	Role	Address	Appointed On	Resigned On
Van Carlson	Director	PO BOX 99, MERIDIAN, ID 83680	2024-03-12	2024-03-12

Filing

Filing Name	Filing Number	Filing date
Annual Report	0006154500	2025-03-10
Annual Report	0005645125	2024-03-12
Annual Report	0005163523	2023-03-21
Annual Report	0004662213	2022-03-16
Annual Report	0004223228	2021-03-31

USAspending Awards / Financial Assistance

Date:

2020-04-07

Link:

View on USAspending

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:

26600.00

Total Face Value Of Loan:

26600.00

Trademarks Section

Serial Number:

87472411

Mark:

CARDINAL POINT

Status:

Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.

Mark Type:

Service Mark

Application Filing Date:

2017-06-01

Mark Drawing Type:

3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)

Mark Literal Elements:

CARDINAL POINT

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Reinsurance brokerage and administration for tax qualified reinsurance programs for health insurance programs; Insurance services, namely the brokerage and administration of self-funded extended warranty contracts in the field of products offered for sale by stores

First Use:

2016-04-04

International Classes:

036 - Primary Class

Class Status:

ACTIVE

Paycheck Protection Program

Date Approved:

2020-04-07

Loan Status:

Paid in Full

SBA Guaranty Percentage:

100

Initial Approval Amount:

26600

Current Approval Amount:

26600

Race:

Unanswered

Ethnicity:

Not Hispanic or Latino

Gender:

Male Owned

Veteran:

Unanswered

Forgiveness Amount:

26862.36

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Date of last update: 14 May 2025

Sources: Idaho Secretary of State