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  5. PETRA FINANCIAL ADVISORS, INC.

PETRA FINANCIAL ADVISORS, INC.

Company Details

Name: PETRA FINANCIAL ADVISORS, INC.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 12 Aug 1993 (31 years ago)
Entity Number: 19931082920
ZIP code: 80903
County: El Paso County
Place of Formation: COLORADO
Principal Address: 2 N Nevada Ave Ste 1300 Colorado Springs CO 80903 US

Central Index Key

CIK number Mailing Address Business Address Phone
1971427 2 N. NEVADA AVE, SUITE 1300, COLORADO SRPINGS, CO, 80903 2 N. NEVADA AVE, SUITE 1300, COLORADO SRPINGS, CO, 80903 719-636-9000

Filings since 2024-10-28
Form type 13F-HR
File number 028-23175
Filing date 2024-10-28
Reporting date 2024-09-30
File View File

Filings since 2024-08-21
Form type N-PX/A
File number 028-23175
Filing date 2024-08-21
Reporting date 2024-06-30
File View File

Filings since 2024-08-19
Form type N-PX
File number 028-23175
Filing date 2024-08-19
Reporting date 2024-06-30
File View File

Filings since 2024-07-18
Form type 13F-HR
File number 028-23175
Filing date 2024-07-18
Reporting date 2024-06-30
File View File

Filings since 2024-04-23
Form type 13F-HR
File number 028-23175
Filing date 2024-04-23
Reporting date 2024-03-31
File View File

Filings since 2024-01-29
Form type 13F-HR
File number 028-23175
Filing date 2024-01-29
Reporting date 2023-12-31
File View File

Filings since 2023-11-01
Form type 13F-HR
File number 028-23175
Filing date 2023-11-01
Reporting date 2023-09-30
File View File

Filings since 2023-07-26
Form type 13F-HR
File number 028-23175
Filing date 2023-07-26
Reporting date 2023-06-30
File View File

Filings since 2023-04-20
Form type 13F-HR
File number 028-23175
Filing date 2023-04-20
Reporting date 2023-03-31
File View File

Filings since 2023-04-10
Form type 13F-HR
File number 028-23175
Filing date 2023-04-10
Reporting date 2022-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PETRA FINANCIAL ADVISORS, INC. 401K PLAN 2023 954326389 2024-10-14 PETRA FINANCIAL ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 7196369000
Plan sponsor’s address 2 NORTH NEVADA AVENUE SUITE 1300, COLORADO SPRINGS, CO, 809031626

Signature of
Role Plan administrator
Date 2024-10-14
Name of individual signing JONATHAN FORBES
Valid signature Filed with authorized/valid electronic signature
PETRA FINANCIAL ADVISORS, INC. 401K PLAN 2022 954326389 2023-10-12 PETRA FINANCIAL ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 7196369000
Plan sponsor’s address 2 NORTH NEVADA AVENUE SUITE 1300, COLORADO SPRINGS, CO, 809031626

Signature of
Role Plan administrator
Date 2023-10-12
Name of individual signing JONATHAN FORBES
Valid signature Filed with authorized/valid electronic signature
PETRA FINANCIAL ADVISORS, INC. 401K PLAN 2021 954326389 2022-10-14 PETRA FINANCIAL ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 7196369000
Plan sponsor’s address 2 NORTH NEVADA AVE., #1300, COLORADO SPRINGS, CO, 80903
PETRA FINANCIAL ADVISORS, INC. 401K PLAN 2020 954326389 2021-06-16 PETRA FINANCIAL ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 7196369000
Plan sponsor’s address 2 NORTH NEVADA AVE., #1300, COLORADO SPRINGS, CO, 80903
PETRA FINANCIAL ADVISORS, INC. 401K PLAN 2019 954326389 2020-10-12 PETRA FINANCIAL ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 7196369000
Plan sponsor’s address 2 NORTH NEVADA AVE., #1300, COLORADO SPRINGS, CO, 80903
PETRA FINANCIAL ADVISORS, INC. 401K PLAN 2018 954326389 2019-08-14 PETRA FINANCIAL ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 7196369000
Plan sponsor’s address 2 NORTH NEVADA AVE., #1300, COLORADO SPRINGS, CO, 80903
PETRA FINANCIAL ADVISORS, INC. 401K PLAN 2017 954326389 2018-05-23 PETRA FINANCIAL ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 7196369000
Plan sponsor’s address 2 NORTH NEVADA AVE., SUITE 1300, COLORADO SPRINGS, CO, 809031626
PETRA FINANCIAL ADVISORS, INC. 401K PLAN 2016 954326389 2017-04-24 PETRA FINANCIAL ADVISORS, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 7196369000
Plan sponsor’s address 2 NORTH CASCADE AVENUE SUITE 720, COLORADO SPRINGS, CO, 809031626
PETRA FINANCIAL ADVISORS, INC. 401K PLAN 2015 954326389 2016-07-28 PETRA FINANCIAL ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 7196369000
Plan sponsor’s address 2 NORTH CASCADE AVENUE SUITE 720, COLORADO SPRINGS, CO, 809031626
PETRA FINANCIAL ADVISORS, INC. 401K PLAN 2014 954326389 2015-07-29 PETRA FINANCIAL ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 523110
Sponsor’s telephone number 7196369000
Plan sponsor’s address 2 NORTH CASCADE AVENUE, SUITE 720, SUITE 720, COLORADO SPRINGS, CO, 809031626

Agent

Name Role Address
JON FORBES Agent 2 N Nevada Ave Ste 1300 Colorado Springs CO 80903 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241060995 File Report 2024-01-18 2024-01-18 No data Principal address changed, Change in registered agent information
20231150221 File Report 2023-02-06 2023-02-06 No data Principal address changed, Change in registered agent information
20221149430 File Report 2022-02-10 2022-02-10 No data No data
20211201005 File Report 2021-02-26 2021-02-26 No data No data
20201192063 File Report 2020-02-27 2020-02-27 No data No data
20191200064 File Report 2019-03-04 2019-03-04 No data No data
20181160549 File Report 2018-02-25 2018-02-25 No data Change of Registered Agent Address / Change of Entity Address
20171164007 File Report 2017-02-27 2017-02-27 No data No data
20161119896 File Report 2016-02-22 2016-02-22 No data Change of Entity Address
20151155866 File Report 2015-03-02 2015-03-02 No data No data

Related by officers

No related officers

Related by address

2 N Nevada Ave Ste 1300 Colorado Springs CO 80903 US

FINANCE BY DESIGN INC.

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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