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OPTIMIST RETIREMENT GROUP, LLC

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Company Details

Legal Name: OPTIMIST RETIREMENT GROUP, LLC
Jurisdiction: WASHINGTON
Entity Type: WA LIMITED LIABILITY COMPANY
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: December 27th 2004
Expiration date: 31 Dec 2025
UBI Number: 602 457 547
ZIP code: 98004
City: Bellevue
County: KING
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 11400 SE 8TH ST., SUITE 465, BELLEVUE, WA, 98004, UNITED STATES
Principal Office Mailing Address: Google Maps Logo 11400 SE 8TH ST, SUITE 465, BELLEVUE, WA, 98004-6471, UNITED STATES

Contact Details

E-Mail: RYAN@OPTIMISTRETIREMENT.COM
Phone Number: +1 425-637-3037

Nature of Business

Other Services, INVESTMENT ADVISORY SERVICES

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Registered Agent Information

Name Role
OPTIMIST RETIREMENT GROUP, LLC Registered Agent

Key Officers & Management

Name Role Address
RYAN PALMER Governing Person -
GRAHAM WILLIAMS Governing Person -
RYAN PALMER EXECUTOR 500 1085HT AVE NE #700, BELLEVUE, WA, 98004, UNITED STATES
GRAHAM WILLIAMS EXECUTOR 500 1085HT AVE NE #700, BELLEVUE, WA, 98004, UNITED STATES

Central Index Key

CIK number:
0002011850
Phone:
425-637-3037

Latest Filings

Form type:
13F-HR
File number:
028-23965
Filing date:
2025-05-05
File:
Form type:
13F-HR
File number:
028-23965
Filing date:
2025-01-27
File:
Form type:
N-PX
File number:
028-23965
Filing date:
2025-01-13
File:

History

Type Old value New value Date of change
Name change WILLIAMS PALMER, LLC OPTIMIST RETIREMENT GROUP, LLC 2018-06-27

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$74,732
Date Approved:
2020-08-07
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$74,732
Race:
Black or African American
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Veteran
Forgiveness Amount:
$75,468.94
Servicing Lender:
FC Marketplace, LLC (dba Funding Circle)
Use of Proceeds:
Payroll: $74,732
Jobs Reported:
3
Initial Approval Amount:
$58,333
Date Approved:
2021-02-06
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$58,333
Race:
Black or African American
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$58,601.98
Servicing Lender:
FC Marketplace, LLC (dba Funding Circle)
Use of Proceeds:
Payroll: $58,330
Utilities: $1
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