| Name: | Credentialed Wealth Advisors, LLC |
| Jurisdiction: | Colorado |
| Legal type: | Domestic limited liability company |
| Status: | Good Standing |
| Date of registration: | 30 Dec 2020 (4 years ago) |
| Entity Number: | 20208131999 |
| ZIP code: | 80534 |
| County: | Weld County |
| Place of Formation: | COLORADO |
| Principal Address: | 3 S Parish Ave Johnstown CO 80534 US |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CREDENTIALED WEALTH ADVISORS 401(K) PLAN | 2023 | 861238117 | 2024-07-17 | CREDENTIALED WEALTH ADVISORS | 6 | |||||||||||||
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| CREDENTIALED WEALTH ADVISORS 401(K) PLAN | 2022 | 861238117 | 2023-10-06 | CREDENTIALED WEALTH ADVISORS | 6 | |||||||||||||
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| CREDENTIALED WEALTH ADVISORS 401(K) PLAN | 2021 | 861238117 | 2022-07-19 | CREDENTIALED WEALTH ADVISORS | 0 | |||||||||||||
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| Name | Role | Address |
|---|---|---|
| Roy Hucke | Agent | 3 S Parish Ave Johnstown CO 80534 US |
| Transaction ID | Type | Date | Effective date | Name | Comment |
|---|---|---|---|---|---|
| 20248247897 | File Report | 2024-11-25 | 2024-11-25 | No data | Principal address changed, Change in registered agent information |
| 20241165834 | File Report | 2024-02-07 | 2024-02-07 | No data | Principal address changed |
| 20231606669 | Amend Articles of Organization for an LLC | 2023-06-05 | 2023-06-05 | Credentialed Wealth Advisors, LLC | Change of entity name from Credentialed Wealth Advisors |
| 20231248821 | File Report | 2023-03-01 | 2023-03-01 | No data | Change in registered agent information |
| 20218131828 | File Report | 2021-11-30 | 2021-11-30 | No data | Change of Registered Agent Address / Change of Entity Address |
| 20208131999 | Form a Limited Liability Company (LLC) | 2020-12-30 | 2020-12-30 | Credentialed Wealth Advisors | No data |
Date of last update: 13 Jan 2025
Sources: Colorado's Secretary of State
