Meritage Wealth Insurance Advisors, LLC

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.

Registered In
California
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Texas
Company Type
Limited Liability Company - Out of State
Status
Active
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SEC | EDGAR Trellis.Law Recent News
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

Financial Information for Meritage Wealth Insurance Advisors, LLC

Form 5500

MERITAGE WEALTH INSURANCE ADVISORS, LLC

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

MERITAGE WEALTH INSURANCE ADVISORS, LLC

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.
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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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