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TERZIS INVESTMENT PLANNING SERVICES, LLC

Company Details

Entity Name: TERZIS INVESTMENT PLANNING SERVICES, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Involuntary Dissolution
Date Formed: 21 Aug 2018
Company Number: LLC_07183755
File Number: 07183755
Type of Management: Manager Managed
Date Status Change: 10 Feb 2023
Address 4500 WEST OAKTON STREET, SKOKIE, 60076, IL
Place of Formation: ILLINOIS

Agent

Name and Address Role Appointment Date
JOHN N. TERZIS, 4500 OAKTON ST, SKOKIE, 60076 Agent 2018-08-21

Manager

Name and Address Role Appointment Date
TERZIS, JOHN N., 4500 OAKTON ST., SKOKIE, IL, 60076 Manager 2021-07-15

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
OAKTON INVESTMENT MANAGEMENT Assumed name 2018-10-24 2023-02-10 Involuntary cancellation 2020-07-16

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3218638401 2021-02-04 0507 PPS 4500 Oakton St, Skokie, IL, 60076-3143
Loan Status Date 2021-10-09
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 17077
Loan Approval Amount (current) 17077
Undisbursed Amount 0
Franchise Name -
Lender Location ID 21519
Servicing Lender Name First Bank Chicago
Servicing Lender Address 1835 First St, HIGHLAND PARK, IL, 60035-3101
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Skokie, COOK, IL, 60076-3143
Project Congressional District IL-09
Number of Employees 1
NAICS code 523991
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 21519
Originating Lender Name First Bank Chicago
Originating Lender Address HIGHLAND PARK, IL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 17177.09
Forgiveness Paid Date 2021-09-09
5788337410 2020-05-13 0507 PPP 4500 Oakton Street, SKOKIE, IL, 60076
Loan Status Date 2021-03-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 16982
Loan Approval Amount (current) 16982
Undisbursed Amount 0
Franchise Name -
Lender Location ID 21519
Servicing Lender Name First Bank Chicago
Servicing Lender Address 1835 First St, HIGHLAND PARK, IL, 60035-3101
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description New Business or 2 years or less
Project Address SKOKIE, COOK, IL, 60076-0001
Project Congressional District IL-09
Number of Employees 2
NAICS code 523920
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 21519
Originating Lender Name First Bank Chicago
Originating Lender Address HIGHLAND PARK, IL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 17114.08
Forgiveness Paid Date 2021-02-24

Date of last update: 13 Feb 2025

Sources: Illinois Office of the Secretary of State