Meritage Wealth Insurance Advisors, LLC

Richmond, TX

California

Registered In

02/21/2020

Incorp. Date

Foreign

Registration Type

Texas

Foreign Jurisdiction

Company Summary

Meritage Wealth Insurance Advisors, LLC at Ca lists Jorge Fuentes of Boyds, MD and Erik Copeland of Redmond, WA as associates.

Fred Recchio Individual Agent	1574 EL CERRITO DR, THOUSAND OAKS, CA 91362
Jorge Fuentes Manager	14224 AUTUMN GOLD RD, BOYDS, MD 20841
Erik Copeland Manager	21052 NE 115TH ST, REDMOND, WA 98053
Jerry Charles Adam Manager	12206 PREECE CT, CYPRESS, TX 77429
Douglas Dunne Manager	49 JETMORE PL, MASSPEQUA, NY 11758
Richard Stein Manager	9426 E SONORAN SUNSET PASS, SCOTTSDALE, AZ 85255 (View Past Addresses)

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CA View Map
503 FM 359 STE 130-267, RICHMOND, TX 77406 (Mailing) View Map

Form 5500

12206 Preece Ct, Cypress, Tx 77429 (713) 410-5690 EIN:84-3080441 Plan Admin:Allison Brecher

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY18 / 12 Assets BOY/EOY$109,465 / $130,296	2022	MERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN - Plan #001	18 / 12	$109,465 / $130,296
2021	Plan NameMERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 11 Assets BOY/EOY$0 / $109,465	2021	MERITAGE WEALTH INSURANCE ADVISORS, LLC 401(K) PLAN - Plan #001	5 / 11	$0 / $109,465

Benefit & Retirement Plans based on Form 5500.

PPP Loans

12206 Preece Ct, Cypress, Tx 77429

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$52,982 Forgiven$53,524 LenderJPMorgan Chase Bank, National Association Jobs4	05/01/2020	$52,982	$53,524	JPMorgan Chase Bank, National Association	4

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Meritage Wealth Insurance Advisors, LLC Registered in Massachusetts	Houston, TX	View Report
Meritage Wealth Insurance Advisors, LLC Registered in Idaho	Cypress, TX Richmond, TX	View Report
Meritage Wealth Insurance Advisors, LLC Registered in Texas	Cypress, TX	View Report
Meritage Wealth Insurance Advisors, LLC Registered in Virginia	Aldie, VA Richmond, TX	View Report

Address Match:503 Fm 359 Richmond, TX

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Person/City Match:Erik Copeland - Redmond, WA

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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration

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