Wealthsource Partners LLC
Connecticut
Registered In
05/07/2019
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Wealthsource Partners LLC at 735 Tank Farm Rd STE 240, San Luis Obispo, Ca 93401 lists Bryan Sullivan of San Luis Obispo, CA and Eric Patton of Castle Rock, CO.
Overview
Registered In
Connecticut
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
California
Website
Email
*******@wealthsource.com
Search Other Resources
People
|
Secretary Of State
Registered Agent
|
30 TRINITY ST, HARTFORD, CT 06106
(Mailing)
PO BOX 150470, HARTFORD, CT 06115
|
|
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Bryan Sullivan
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735 TANK FARM RD STE 240, SAN LUIS OBISPO, CA 93401
|
|
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Eric Patton
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2374 LEAFDALE CIR, CASTLE ROCK, CO 80109
735 TANK FARM RD, SAN LUIS OBISPO, CA 93401
(View Past Addresses)
|
Map & Locations
|
735 TANK FARM RD STE 240, SAN LUIS OBISPO, CA 93401
View Map
|
Financials
Financial Information for Wealthsource Partners LLC
Form 5500
WEALTHSOURCE PARTNERS, LLC
735 Tank Farm Rd STE 240, San Luis Obispo, Ca 93401 (805) 346-2989 EIN:37-1797345 Plan Admin:Bryan Sullivan| 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 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
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Wealthsource Partners LLC
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|
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|
Wealthsource Partners LLC
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|
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|
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Person/City Match:Bryan Sullivan - San Luis Obispo, CA
|
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Arloco Inc.
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Person/City Match:Eric Patton - Castle Rock, CO
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Sources
The following government agencies have contributed data:
• Connecticut's Official State Website • U.S. Department of Labor
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