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Moore Wealth Management, Inc.

Details

Name: Moore Wealth Management, Inc.
Jurisdiction: Alabama
Legal type: Domestic Corporation
Status: Exists
Date of registration: 21 Sep 1994 (30 years ago)
Entity Number: 000-167-188
Register Number: 000167188
Historical Names: Moore McEllen Investments, Inc.
County: Tallapoosa
Place of Formation: Tallapoosa County
Principal Address: ALEXANDER CITY, AL
Registered Office Street Address: 127-A BROAD STALEXANDER CITY, AL 35010
Registered Office Street Address ZIP Code: 35010
Authorized Capital: $1,000
Paid Share Capital: $1,000

Activities FOR INVESTMENT ADVISORY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MOORE MCELLEN INVESTMENTS 401(K) 2022 631130866 2023-10-13 MOORE MCELLEN INVESTMENTS, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 2562342761
Plan sponsor’s address 51 CLAY STREET, ALEXANDER CITY, AL, 35010

Signature of
Role Plan administrator
Date 2023-10-13
Name of individual signing SUSAN MOORE
Role Employer/plan sponsor
Date 2023-10-13
Name of individual signing SUSAN MOORE
MOORE MCELLEN INVESTMENTS 401(K) 2021 631130866 2022-10-12 MOORE MCELLEN INVESTMENTS, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 2562342761
Plan sponsor’s address 51 CLAY STREET, ALEXANDER CITY, AL, 35010

Signature of
Role Plan administrator
Date 2022-10-12
Name of individual signing SUSAN MOORE
MOORE MCELLEN INVESTMENTS 401(K) 2020 631130866 2021-10-13 MOORE MCELLEN INVESTMENTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 2562342761
Plan sponsor’s address 51 CLAY STREET, ALEXANDER CITY, AL, 35010

Signature of
Role Plan administrator
Date 2021-10-13
Name of individual signing SUSAN MOORE
Role Employer/plan sponsor
Date 2021-10-13
Name of individual signing SUSAN MOORE
MOORE MCELLEN INVESTMENTS 401(K) 2019 631130866 2020-10-14 MOORE MCELLEN INVESTMENTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 2562342761
Plan sponsor’s address 51 CLAY STREET, ALEXANDER CITY, AL, 35010

Signature of
Role Plan administrator
Date 2020-10-14
Name of individual signing SUSAN MOORE
Role Employer/plan sponsor
Date 2020-10-14
Name of individual signing SUSAN MOORE
MOORE MCELLEN INVESTMENTS 401(K) 2018 631130866 2019-10-15 MOORE MCELLEN INVESTMENTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 2562342761
Plan sponsor’s address 51 CLAY STREET, ALEXANDER CITY, AL, 35010

Signature of
Role Plan administrator
Date 2019-10-14
Name of individual signing SUSAN MOORE
Role Employer/plan sponsor
Date 2019-10-14
Name of individual signing SUSAN MOORE
MOORE MCELLEN INVESTMENTS 401(K) 2017 631130866 2018-10-11 MOORE MCELLEN INVESTMENTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 2562342761
Plan sponsor’s address 51 CLAY STREET, ALEXANDER CITY, AL, 35010

Signature of
Role Plan administrator
Date 2018-10-11
Name of individual signing SUSAN MOORE
Role Employer/plan sponsor
Date 2018-10-11
Name of individual signing SUSAN MOORE
MOORE MCELLEN INVESTMENTS 401(K) 2016 631130866 2017-07-31 MOORE MCELLEN INVESTMENTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 2562342761
Plan sponsor’s address 51 CLAY STREET, ALEXANDER CITY, AL, 35010

Signature of
Role Plan administrator
Date 2017-07-31
Name of individual signing SUSAN MOORE
Role Employer/plan sponsor
Date 2017-07-31
Name of individual signing SUSAN MOORE
MOORE MCELLEN INVESTMENTS 401(K) 2015 631130866 2016-10-14 MOORE MCELLEN INVESTMENTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 2562342761
Plan sponsor’s address 51 CLAY STREET, ALEXANDER CITY, AL, 35010

Signature of
Role Plan administrator
Date 2016-10-14
Name of individual signing SUSAN MOORE
Role Employer/plan sponsor
Date 2016-10-14
Name of individual signing SUSAN MOORE
MOORE MCELLEN INVESTMENTS 401K 2014 631130866 2015-10-10 MOORE MCELLEN INVESTMENTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 2562342761
Plan sponsor’s address 51 CLAY STREET, ALEXANDER CITY, AL, 35010

Signature of
Role Plan administrator
Date 2015-10-10
Name of individual signing SUSAN MOORE
Role Employer/plan sponsor
Date 2015-10-10
Name of individual signing SUSAN MOORE
MOORE MCELLEN INVESTMENTS 401(K) 2013 631130866 2014-07-31 MOORE MCELLEN INVESTMENTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 2562342761
Plan sponsor’s address 51 CLAY STREET, ALEXANDER CITY, AL, 35010

Plan administrator’s name and address
Administrator’s EIN 631130866
Plan administrator’s name MOORE MCELLEN INVESTMENTS, INC.
Plan administrator’s address 51 CLAY STREET, ALEXANDER CITY, AL, 35010
Administrator’s telephone number 2562342761

Signature of
Role Plan administrator
Date 2014-07-31
Name of individual signing SUSAN MOORE
Role Employer/plan sponsor
Date 2014-07-31
Name of individual signing SUSAN MOORE

Agent

Name Role
MCELLEN, SUSAN MOORE Agent

Incorporator

Name Role
MCELLEN, SUSAN MOORE Incorporator

Events

Event Date Event Type Old Value New Value
2007-02-21 Name Change Moore McEllen Investments, Inc. Moore Wealth Management, Inc.

Related by officers

No related officers

Related by address

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Date of last update: 01 Aug 2024

Sources: Alabama Secretary of State

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