Hfp Wealth Management, LLC at 10440 N Central Expy STE 1120, Dallas, Tx 75231 lists Ag Geiger Investments Inc and Steven Blankenship of Dallas, TX.
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Steven Lee Blankenship
Registered Agent
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10440 N CENTRAL EXPY STE 800, DALLAS, TX 75231
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Ag Geiger Investments Inc
Governing Person
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10440 N CENTRAL EXPY STE 1120, DALLAS, TX 75231
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Steven Blankenship
Governing Person
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10440 N CENTRAL EXPY, DALLAS, TX 75231
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10440 N CENTRAL EXPY STE 1120, DALLAS, TX 75231
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Heritage Financial Planning
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Dallas, TX |
| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameHFP WEALTH MANAGEMENT, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 7 Assets BOY/EOY$205,732 / $431,467 | 2023 | HFP WEALTH MANAGEMENT, LLC RETIREMENT PLAN - Plan #001 | 4 / 7 | $205,732 / $431,467 |
| 2022 | Plan NameHFP WEALTH MANAGEMENT, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$645,252 / $205,732 | 2022 | HFP WEALTH MANAGEMENT, LLC RETIREMENT PLAN - Plan #001 | 5 / 4 | $645,252 / $205,732 |
| 2021 | Plan NameHFP WEALTH MANAGEMENT, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$501,502 / $645,252 | 2021 | HFP WEALTH MANAGEMENT, LLC RETIREMENT PLAN - Plan #001 | 6 / 5 | $501,502 / $645,252 |
| 2020 | Plan NameHFP WEALTH MANAGEMENT, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$319,719 / $501,502 | 2020 | HFP WEALTH MANAGEMENT, LLC RETIREMENT PLAN - Plan #001 | 5 / 6 | $319,719 / $501,502 |
| 2019 | Plan NameHFP WEALTH MANAGEMENT, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$187,750 / $319,719 | 2019 | HFP WEALTH MANAGEMENT, LLC RETIREMENT PLAN - Plan #001 | 5 / 5 | $187,750 / $319,719 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$63,525 Forgiven$64,217 LenderDominion Bank Jobs5 | 04/28/2020 | $63,525 | $64,217 | Dominion Bank | 5 |
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