| Name: | Perspective Wealth Advisors LLC |
| Jurisdiction: | Colorado |
| Legal type: | Foreign limited liability company |
| Status: | Good Standing |
| Date of registration: | 14 Aug 2024 (4 months ago) |
| Entity Number: | 20241852976 |
| ZIP code: | 80538 |
| County: | Larimer County |
| Place of Formation: | DELAWARE |
| Principal Address: | 1615 Foxtrail Drive Suite 260 Loveland CO 80538 US |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PWA 401(K) PLAN | 2023 | 994388500 | 2024-10-10 | PERSPECTIVE WEALTH ADVISORS LLC | 4 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-10-10 |
| Name of individual signing | STEVEN WEIGANDT |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| Steven J Weigandt Jr. | Agent | 1707 12th Avenue Greeley CO 80631 US |
| Transaction ID | Type | Date | Effective date | Name | Comment |
|---|---|---|---|---|---|
| 20241852976 | Apply for Foreign Entity Authority To transact business in Colorado | 2024-08-14 | 2024-08-14 | Perspective Wealth Advisors LLC | No data |
Date of last update: 23 Dec 2024
Sources: Colorado's Secretary of State
