Meritage Wealth Insurance Advisors, LLC

Houston, TX

Massachusetts

Registered In

05/17/2023

Incorp. Date

Foreign

Registration Type

Texas

Foreign Jurisdiction

Company Summary

Meritage Wealth Insurance Advisors, LLC at 12611 Jones Rd STE 200, Houston, Tx 77070 lists Erik Copeland and Douglas Dunne as associates.

Lawrence Gruber Registered Agent	28 STREET APT C, HULL, MA 02045
Erik Copeland Manager
Douglas Dunne Manager
Jorge Fuentes Manager
Richard Stein Manager
Jerry Charles Adam Jr. REAL PROPERTY	503 FM 359 STE 130-267, RICHMOND, TX 77429
Liz Churchwell REAL PROPERTY

12611 JONES RD STE 200, HOUSTON, TX 77070 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.

Address Match:12611 Jones Rd Ste 200 Houston, TX

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Address Match:12611 Jones Rd Houston, TX

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Related Business Names:

Meritage Wealth Insurance Advisors, LLC Registered in California	Richmond, TX (1 more)	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

The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

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