Cfam Financial Services, LLC

Phoenix, AZ

Arizona

Registered In

07/07/2014

Incorp. Date

Foreign

Registration Type

Texas

Foreign Jurisdiction

Company Summary

Cfam Financial Services, LLC at 300 W Clarendon Ave STE 240, Phoenix, Az 85013 lists Greg England and Richard Morgan of Dallas, TX as associates.

Registered In: Arizona
Incorporation Date: 07/07/2014
Registration Type: Foreign
Foreign Jurisdiction: Texas
Company Type: Foreign Llc
Status: Active
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Registered Agent Solutions Registered Agent	300 W CLAREDON AVE STE 240, PHOENIX, AZ 85013
Greg England Member	P O BOX 601329, DALLAS, TX 75360
Richard Morgan Member	PO BOX 601329, DALLAS, TX 75360
Robert Feito Member	PO BOX 601329, DALLAS, TX 75360
Paul Jackson Member	PO BOX 601329, DALLAS, TX 75360
Paul Jackson Manager	PO BOX 601329, DALLAS, TX 75360
Robert Feito Manager	PO BOX 601329, DALLAS, TX 75360
Richard Morgan Manager	PO BOX 601329, DALLAS, TX 75360
Greg England Manager	PO BOX 601329, DALLAS, TX 75360

300 W CLARENDON AVE STE 240, PHOENIX, AZ 85013 View Map
3838 OAK LAWN AVE STE 1500, DALLAS, TX 85003 View Map

Financial Information for Cfam Financial Services, LLC

Form 5500

CFAM FINANCIAL SERVICES, LLC

3838 Oak Lawn Ave Suite 1200, Dallas, Tx 75219 (512) 437-3979 EIN:27-0162860 Plan Admin:Kathleen White

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCFAM FINANCIAL SERVICES, LLC Plan #001 Participants BOY/EOY17 / 22 Assets BOY/EOY$380,112 / $511,106	2023	CFAM FINANCIAL SERVICES, LLC - Plan #001	17 / 22	$380,112 / $511,106
2022	Plan NameCFAM FINANCIAL SERVICES, LLC Plan #001 Participants BOY/EOY15 / 17 Assets BOY/EOY$390,465 / $380,112	2022	CFAM FINANCIAL SERVICES, LLC - Plan #001	15 / 17	$390,465 / $380,112
2021	Plan NameCFAM FINANCIAL SERVICES, LLC Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$307,182 / $390,465	2021	CFAM FINANCIAL SERVICES, LLC - Plan #001	15 / 15	$307,182 / $390,465
2020	Plan NameCFAM FINANCIAL SERVICES, LLC Plan #001 Participants BOY/EOY10 / 15 Assets BOY/EOY$249,568 / $307,182	2020	CFAM FINANCIAL SERVICES, LLC - Plan #001	10 / 15	$249,568 / $307,182
2019	Plan NameCFAM FINANCIAL SERVICES, LLC Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$184,667 / $249,568	2019	CFAM FINANCIAL SERVICES, LLC - Plan #001	9 / 10	$184,667 / $249,568

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CFAM FINANCIAL SERVICES LLC

3838 Oaklawn Ave, Ste 1500, DALLAS, TX 75219 Industry:Other Financial Vehicles Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$213,370 Forgiven$215,409 LenderDominion Bank Jobs12	04/28/2020	$213,370	$215,409	Dominion Bank	12

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

Arizona Corporation Commission U.S. Department of Labor U.S. Small Business Administration

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