| Name: | Bright Road Wealth Management, LLC |
| Jurisdiction: | Alaska |
| Legal type: | Limited Liability Company |
| Status: | Good Standing |
| Date of registration: | 10 May 2012 (13 years ago) |
| Entity Number: | 10005009 |
| ZIP code: | 99503 |
| County: | Anchorage |
| Place of Formation: | ALASKA |
| Address: | 405 WEST 36TH AVENUE SUITE 212, ANCHORAGE, AK 99503 |
Line of Business
52 Finance and InsuranceNAICS
523940 PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE| Name | Role |
|---|---|
| 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 |
| Plan Name | Plan Year | EIN/PN | Received | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIGHT ROAD WEALTH MANAGEMENT 401(K) PLAN | 2023 | 811721306 | 2024-05-14 | 5 | |||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||
| 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 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Sponsor | BRIGHT ROAD WEALTH MANAGEMENT |
| 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 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Sponsor | BRIGHT ROAD WEALTH MANAGEMENT |
| 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 |
| License Number | Type | Status | Issue Date | Date of renewal | Expiration date | Description |
|---|---|---|---|---|---|---|
| 973848 | Business License | 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: 24 Jan 2025
Sources: State of Alaska - Department of Commerce, Community, and Economic Development
