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Hill Wealth Management, LLC

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Details

Name: Hill Wealth Management, LLC
Jurisdiction: Alabama
Legal type: Domestic Limited Liability Company
Status: Exists
Date of registration: 26 May 2011 (14 years ago)
Entity Number: 000-014-738
Register Number: 000014738
ZIP code: 35242
City: Birmingham
County: Shelby
Place of Formation: Shelby County
Principal Address: 4500 VALLEYDALE RD STE 180, BIRMINGHAM, AL 35242
Registered Office Street Address: 4500 VALLEYDALE RD SUITE 180, BIRMINGHAM, AL 35242

Activities ANY LAWFUL BUSINESS

Agent

Name Role Address
HILL, TONI L Agent 4500 VALLEYDALE ROAD,SUITE 180BIRMINGHAM, AL 35242

Member

Name Role Address
TLHT HOLDING LLC Member 4500 VALLEYDALE ROAD SUITE 180BIRMINGHAM, AL 35242
HILL, TAD Member 4500 VALLEYDALE ROAD SUITE 180BIRMINGHAM, AL 35242

Organizer

Name Role Address
HILL, TONI L Organizer 4500 VALLEYDALE ROAD,SUITE 180BIRMINGHAM, AL 35242
BAILEY, STEPHEN J Organizer 2000 PROVIDENCE PARK SUITE 200BIRMINGHAM, AL 35242

Form 5500 Series

Employer Identification Number (EIN):
452345688
Plan Year:
2023
Number Of Participants:
13
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
0
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
7
Sponsors Telephone Number:

USAspending Awards / Financial Assistance

Date:
2020-04-13
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:
145378.00
Total Face Value Of Loan:
145378.00

Trademarks Section

Serial Number:
87254679
Mark:
FREEDOM FINANCIAL GROUP RETIRE WITH FREEDOM
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:
2016-12-02
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
FREEDOM FINANCIAL GROUP RETIRE WITH FREEDOM

Goods And Services

For:
Financial planning for retirement
First Use:
2015-09-09
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
86807511
Mark:
RETIRE WITH FREEDOM PROCESS
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:
2015-11-03
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
RETIRE WITH FREEDOM PROCESS

Goods And Services

For:
Financial planning for retirement
First Use:
2015-05-15
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
86702334
Mark:
RETIRE WITH FREEDOM
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:
2015-07-23
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
RETIRE WITH FREEDOM

Goods And Services

For:
Wealth planning services in the field of retirement planning
First Use:
2015-02-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
99036805
Mark:
RETIRE WITH FREEDOM PROCESS
Status:
New application awaiting assignment to an examining attorney. See current trademark processing wait times for more information.
Mark Type:
Service Mark
Application Filing Date:
2025-02-11
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
RETIRE WITH FREEDOM PROCESS

Goods And Services

For:
Financial services, namely, wealth management services; Financial planning for retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing information in the field of wealth management
First Use:
2015-05-15
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
99036755
Mark:
RETIRE WITH FREEDOM
Status:
New application awaiting assignment to an examining attorney. See current trademark processing wait times for more information.
Mark Type:
Service Mark
Application Filing Date:
2025-02-11
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
RETIRE WITH FREEDOM

Goods And Services

For:
Financial services, namely, wealth management services; Financial planning for retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing information in the field of wealth management
First Use:
2015-02-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
For:
Production of podcasts; Entertainment services, namely, providing podcasts in the field of wealth management; Entertainment services, namely, providing podcasts in the field of financial planning
First Use:
2015-02-01
International Classes:
041 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
9
Initial Approval Amount:
$145,378
Date Approved:
2020-04-12
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$145,378
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$146,983.86
Servicing Lender:
PNC Bank, National Association
Use of Proceeds:
Payroll: $145,378

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Date of last update: 02 Jul 2025

Sources: Alabama Secretary of State