| Name: | Unify Wealth Management, LLC |
| Jurisdiction: | Colorado |
| Legal type: | Domestic limited liability company |
| Status: | Good Standing |
| Date of registration: | 17 Jun 2015 (10 years ago) |
| Entity Number: | 20151393519 |
| ZIP code: | 80524 |
| County: | Larimer County |
| Place of Formation: | COLORADO |
| Principal Address: | 185 N College Ave Unit 201 Fort Collins CO 80524 US |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UNIFY CPAS PC RETIREMENT TRUST | 2021 | 841070514 | 2022-07-28 | UNIFY WEALTH MANAGEMENT | 30 | |||||||||||||
|
||||||||||||||||||
| Name | Role | Address |
|---|---|---|
| Stephanie Kimak | Agent | 185 N College Ave Unit 201 Fort Collins CO 80524 US |
| Transaction ID | Type | Date | Effective date | Name | Comment |
|---|---|---|---|---|---|
| 20241918362 | File Report | 2024-08-29 | 2024-08-29 | No data | Principal address changed, Change in registered agent information |
| 20231912087 | File Report | 2023-08-30 | 2023-08-30 | No data | Principal address changed, Change in registered agent information |
| 20221521510 | File Report | 2022-05-24 | 2022-05-24 | No data | No data |
| 20211632354 | File Report | 2021-07-08 | 2021-07-08 | No data | No data |
| 20201468027 | File Report | 2020-05-27 | 2020-05-27 | No data | No data |
| 20191694252 | File Report | 2019-08-28 | 2019-08-28 | No data | No data |
| 20181419047 | File Report | 2018-05-24 | 2018-05-24 | No data | Change of Registered Agent |
| 20171660929 | File Report | 2017-08-30 | 2017-08-30 | No data | No data |
| 20161592263 | File Report | 2016-08-30 | 2016-08-30 | No data | No data |
| 20151393519 | Form a Limited Liability Company (LLC) | 2015-06-17 | 2015-06-17 | Unify Wealth Management, LLC | No data |
Date of last update: 13 Jan 2025
Sources: Colorado's Secretary of State
