Entity Number 10005009
Status Good Standing
NameBright Road Wealth Management, LLC
Date of registration 10 May 2012 (12 years ago) 10 May 2012
Legal typeLimited Liability Company
Place of FormationALASKA
Address 405 WEST 36TH AVENUE SUITE 212, ANCHORAGE, AK 99503
Address ZIP code 99503
Line of Business
52 Finance and InsuranceNAICS
523940 PORTFOLIO MANAGEMENT AND INVESTMENT ADVICEBRIGHT ROAD WEALTH MANAGEMENT 401(K) PLAN
2023
811721306
2024-05-14
BRIGHT ROAD WEALTH MANAGEMENT
5
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9073391555 |
| Plan sponsor’s address | 405 WEST 36TH, 212, ANCHORAGE, AK, 99503 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-14 |
| Name of individual signing | QIAN LIU |
BRIGHT ROAD WEALTH MANAGEMENT 401(K) PLAN
2022
811721306
2023-05-27
BRIGHT ROAD WEALTH MANAGEMENT
5
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9073391555 |
| Plan sponsor’s address | 405 WEST 36TH, 212, ANCHORAGE, AK, 99503 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-27 |
| Name of individual signing | CHRISTINE RIMER |
BRIGHT ROAD WEALTH MANAGEMENT 401(K) PLAN
2021
811721306
2022-06-02
BRIGHT ROAD WEALTH MANAGEMENT
0
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9073391555 |
| Plan sponsor’s address | 405 WEST 36TH, 212, ANCHORAGE, AK, 99503 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-02 |
| Name of individual signing | CHRISTINE RIMER |
Brian Pinkston
Manager
JJBS FAMILY TRUST DATED APRIL 16, 2023
Member
BLUE WATER LIVING TRUST DATED APRIL 12, 2023
Member
Vellum Registered Agent Inc.
Registered Agent
Business License
973848
Active
2012-05-10
2023-10-03
2025-12-31
LOB: 52 - Finance and Insurance, NAICS: 523940 - PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE
Date of last update: 26 Aug 2024
Sources
