Wealthsource Partners LLC at 735 Tank Farm Rd STE 240, San Luis Obispo, Ca 93401 lists Eric D Patton of Castle Rock, CO.
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Eric D Patton
Registered Agent
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2374 LEAFDALE CIR, CASTLE ROCK, CO 80109
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735 TANK FARM RD STE 240, SAN LUIS OBISPO, CA 93401
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWEALTHSOURCE PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY36 / 0 Assets BOY/EOY$1,479,287 / $0 | 2022 | WEALTHSOURCE PARTNERS, LLC 401(K) P/S PLAN - Plan #001 | 36 / 0 | $1,479,287 / $0 |
| 2021 | Plan NameWEALTHSOURCE PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY25 / 36 Assets BOY/EOY$971,970 / $1,479,287 | 2021 | WEALTHSOURCE PARTNERS, LLC 401(K) P/S PLAN - Plan #001 | 25 / 36 | $971,970 / $1,479,287 |
| 2020 | Plan NameWEALTHSOURCE PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY14 / 25 Assets BOY/EOY$529,657 / $971,970 | 2020 | WEALTHSOURCE PARTNERS, LLC 401(K) P/S PLAN - Plan #001 | 14 / 25 | $529,657 / $971,970 |
| 2019 | Plan NameWEALTHSOURCE PARTNERS, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY16 / 14 Assets BOY/EOY$411,075 / $529,657 | 2019 | WEALTHSOURCE PARTNERS, LLC 401(K) P/S PLAN - Plan #001 | 16 / 14 | $411,075 / $529,657 |
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Wealthsource Partners LLC
Registered in Connecticut
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Hartford, CT San Luis Obispo, CA | View Report | |
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Wealthsource Partners LLC
Registered in Nevada
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San Luis Obispo, CA | View Report | |
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Wealthsource Partners LLC
Registered in California
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Glendale, CA San Luis Obispo, CA | View Report | |
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Wealthsource Partners, LLC
Registered in Florida
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Plantation, FL San Luis Obispo, CA | View Report | |
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Wealthsource Partners, LLC
Registered in California
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The following government agencies have contributed data:
Colorado Secretary of State U.S. Department of Labor