Platinum Wealth Management, Inc. at 41856 Ivy ST # 112, Murrieta, Ca 92562 lists Jonathan Lopez of Wildomar, CA as the associate.
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Jonathan Lopez
Individual Agent
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33402 SWEET NECTAR RD, WILDOMAR, CA 92595
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Jonathan Lopez
CEO
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33402 SWEET NECTAR RD, WILDOMAR, CA 92595
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Jonathan Lopez
Chief Financial Officer
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33402 SWEET NECTAR RD, WILDOMAR, CA 92595
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Jonathan Lopez
Director
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33402 SWEET NECTAR RD, WILDOMAR, CA 92595
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Jonathan Lopez
Secretary
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33402 SWEET NECTAR RD, WILDOMAR, CA 92595
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41856 IVY ST # 112, MURRIETA, CA 92562
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePLATINUM WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$9,439 / $22,980 | 2023 | PLATINUM WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 3 / 3 | $9,439 / $22,980 |
| 2022 | Plan NamePLATINUM WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $9,439 | 2022 | PLATINUM WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 0 / 3 | $0 / $9,439 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$9,750 Forgiven$9,874 LenderJPMorgan Chase Bank, National Association Jobs1 | 05/01/2020 | $9,750 | $9,874 | JPMorgan Chase Bank, National Association | 1 |
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