Davies Financial Advisors, Inc. at 41391 Kalmia ST STE 330, Murrieta, Ca 92562 lists Andrew Davies and Shaunie Davies of Murrieta, CA as the associates.
Andy Davies
Registered Agent
|
2051 WILLAMETTE FALLS DR, WEST LINN, OR 97068
|
|
Andrew Davies
President
|
41391 KALMIA ST STE 330, MURRIETA, CA 92562
|
|
Shaunie Davies
Secretary
|
41391 KALMIA ST STE 330, MURRIETA, CA 92562
|
41391 KALMIA ST STE 330, MURRIETA, CA 92562
View Map
|
Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
---|---|---|---|---|---|
2022 | Plan NameDAVIES FINANCIAL ADVISORS, INC. 401(K) PS PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$654,445 / $735,224 | 2022 | DAVIES FINANCIAL ADVISORS, INC. 401(K) PS PLAN - Plan #001 | 7 / 7 | $654,445 / $735,224 |
2021 | Plan NameDAVIES FINANCIAL ADVISORS, INC. 401(K) PS PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$669,786 / $654,445 | 2021 | DAVIES FINANCIAL ADVISORS, INC. 401(K) PS PLAN - Plan #001 | 6 / 7 | $669,786 / $654,445 |
2020 | Plan NameDAVIES FINANCIAL ADVISORS, INC. 401(K) PS PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$399,792 / $669,786 | 2020 | DAVIES FINANCIAL ADVISORS, INC. 401(K) PS PLAN - Plan #001 | 5 / 6 | $399,792 / $669,786 |
2019 | Plan NameDAVIES FINANCIAL ADVISORS, INC. 401(K) PS PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$275,036 / $399,792 | 2019 | DAVIES FINANCIAL ADVISORS, INC. 401(K) PS PLAN - Plan #001 | 4 / 4 | $275,036 / $399,792 |
Loan Date | Approved | Forgiven | Lender | Jobs | ||
---|---|---|---|---|---|---|
04/29/2020 | Approved$90,000 Forgiven$90,762 LenderFirst-Citizens Bank & Trust Company Jobs5 | 04/29/2020 | $90,000 | $90,762 | First-Citizens Bank & Trust Company | 5 |
Davies Financial Advisors, Inc.
Registered in California
|
Murrieta, CA | View Report |
Redstar Worldwide, Inc.
Registered in California
|
Murrieta, CA | View Report | |
Great Western Financial Group, Inc.
Registered in California
|
Menifee, CA Murrieta, CA (1 more) | View Report | |
Dannah Investment Group LLC
Registered in Virginia
|
Mechanicsville, VA Murrieta, CA | View Report | |
Titan Protection Inc.
Registered in North Carolina
|
Durham, NC Murrieta, CA | View Report | |
Elsinore View Estates, LLC
Registered in California
|
Murrieta, CA Los Alamitos, CA | View Report | |
Correspondent Lender Services, Inc.
Registered in California
|
Murrieta, CA Menifee, CA | View Report |
Heritage Square Menifee, LLC
Registered in California
|
Murrieta, CA | View Report | |
Legends Real Estate, Inc.
Registered in California
|
Murrieta, CA | View Report | |
The Dan Stephenson Family Foundation
Registered in California
|
Murrieta, CA | View Report | |
Inside Murrieta Publications, LLC
Registered in California
|
Murrieta, CA | View Report | |
Stonehouse Narrative Inc.
Registered in California
|
Murrieta, CA | View Report | |
Pradera 442, LLC
Registered in California
|
Murrieta, CA | View Report | |
Beeler 64, LLC
Registered in California
|
Murrieta, CA | View Report | |
Bridges Winchester, LLC
Registered in California
|
Murrieta, CA | View Report | |
Dj-60, LLC
Registered in California
|
Murrieta, CA | View Report | |
Europa Vineyard Estates, LLC
Registered in California
|
Murrieta, CA | View Report | |
Hubran Menifee, LLC
Registered in California
|
Murrieta, CA | View Report | |
Kw Vineyards, LLC
Registered in California
|
Murrieta, CA | View Report | |
Legends Calloway LLC
Registered in California
|
Murrieta, CA | View Report | |
Pac West Inland Empire, LLC
Registered in California
|
Murrieta, CA | View Report | |
Paseo 122 Limited LLC
Registered in California
|
Murrieta, CA | View Report | |
Ranavan II, LLC
Registered in California
|
Murrieta, CA | View Report | |
Ranavan, LLC
Registered in California
|
Murrieta, CA | View Report | |
Rancon Management, LLC
Registered in California
|
Murrieta, CA | View Report | |
Redhawk Valley II, LLC
Registered in California
|
Murrieta, CA | View Report | |
Windsor Park, LLC
Registered in California
|
Murrieta, CA | View Report |
Cfs Insurance Solutions, LLC
Registered in California
|
Murrieta, CA | View Report |
The following government agencies have contributed data:
Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration