| Name: | MorganRosel Wealth Management, LLC |
| Jurisdiction: | Colorado |
| Legal type: | Domestic limited liability company |
| Status: | Good Standing |
| Date of registration: | 10 Nov 2017 (7 years ago) |
| Entity Number: | 20171845432 |
| ZIP code: | 80129 |
| County: | Douglas County |
| Place of Formation: | COLORADO |
| Principal Address: | 1805 Shea Center Dr Ste 420 Highlands Ranch CO 80129 US |
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| 1753218 | 1805 SHEA CENTER DR., SUITE 420, HIGHLANDS RANCH, CO, 80129 | 1805 SHEA CENTER DR., SUITE 420, HIGHLANDS RANCH, CO, 80129 | 303-647-3801 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2024-10-10 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-07-16
| Form type | N-PX |
| File number | 028-19340 |
| Filing date | 2024-07-16 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-15
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2024-07-15 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-18
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2024-04-18 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-19
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2024-01-19 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-30
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2023-10-30 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-04
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2023-08-04 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-13
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2023-04-13 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-20
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2023-01-20 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-14
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2022-10-14 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-27
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2022-07-27 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-22
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2022-04-22 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-24
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2022-01-24 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-26
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2021-10-26 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-28
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2021-07-28 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-30
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2021-04-30 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-11
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2021-02-11 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-13
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2020-10-13 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-07-13
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2020-07-13 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-17
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2020-04-17 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-14
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2020-01-14 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-31
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2019-10-31 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-06
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2019-08-06 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-04-09
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2019-04-09 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-14
| Form type | 13F-HR |
| File number | 028-19340 |
| Filing date | 2019-02-14 |
| Reporting date | 2018-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 2023 | 823374674 | 2024-07-16 | MORGANROSEL WEALTH MANAGEMENT, LLC | 5 | |||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-07-15 |
| Name of individual signing | RENEE E NEWCOEMR |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-07-15 |
| Name of individual signing | ERIC ROSEL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3036473801 |
| Plan sponsor’s address | 1805 SHEA CENTER DRIVE, SUITE 420, HIGHLANDS RANCH, CO, 80129 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-06 |
| Name of individual signing | RENEE NEWCOMER |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-06-13 |
| Name of individual signing | ERIC ROSEL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3036473801 |
| Plan sponsor’s address | 1805 SHEA CENTER DRIVE, SUITE 420, HIGHLANDS RANCH, CO, 80129 |
Signature of
| Role | Plan administrator |
| Date | 2022-05-25 |
| Name of individual signing | ERIC ROSEL |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-05-25 |
| Name of individual signing | ERIC ROSEL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3036473801 |
| Plan sponsor’s address | 1805 SHEA CENTER DRIVE, SUITE 420, HIGHLANDS RANCH, CO, 80129 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-14 |
| Name of individual signing | RENEE NEWCOMER |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2021-07-14 |
| Name of individual signing | RENEE NEWCOMER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3036473801 |
| Plan sponsor’s address | 1805 SHEA CENTER DRIVE, SUITE 420, HIGHLANDS RANCH, CO, 80129 |
Signature of
| Role | Plan administrator |
| Date | 2020-07-29 |
| Name of individual signing | ERIC ROSEL |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2020-07-29 |
| Name of individual signing | ERIC ROSEL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3036473801 |
| Plan sponsor’s address | 1805 SHEA CENTER DRIVE, SUITE 420, HIGHLANDS RANCH, CO, 80129 |
Signature of
| Role | Plan administrator |
| Date | 2019-06-14 |
| Name of individual signing | ERIC ROSEL |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2019-06-14 |
| Name of individual signing | ERIC ROSEL |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| David Morgan | Agent | 1805 Shea Center Dr Ste 420 Highlands Ranch CO 80129 US |
| Transaction ID | Type | Date | Effective date | Name | Comment |
|---|---|---|---|---|---|
| 20248142909 | File Report | 2024-10-24 | 2024-10-24 | No data | Principal address changed, Change in registered agent information |
| 20238140481 | File Report | 2023-10-26 | 2023-10-26 | No data | No data |
| 20228058147 | File Report | 2022-10-26 | 2022-10-26 | No data | Principal address changed, Change in registered agent information |
| 20218059549 | File Report | 2021-11-05 | 2021-11-05 | No data | No data |
| 20201930507 | File Report | 2020-10-27 | 2020-10-27 | No data | Change of Registered Agent Address |
| 20201071064 | File Report | 2020-01-24 | 2020-01-24 | No data | No data |
| 20181857492 | File Report | 2018-10-30 | 2018-10-30 | No data | Change of Registered Agent Address / Change of Entity Address |
| 20171845432 | Form a Limited Liability Company (LLC) | 2017-11-10 | 2017-11-10 | MorganRosel Wealth Management, LLC | No data |
Date of last update: 23 Dec 2024
Sources: Colorado's Secretary of State
