| Name: | Approach Retirement Advisors, LLC |
| Jurisdiction: | Alabama |
| Legal type: | Domestic Limited Liability Company |
| Status: | Exists |
| Date of registration: | 09 Nov 2012 (12 years ago) |
| Entity Number: | 000-269-896 |
| Register Number: | 000269896 |
| Historical Names: |
McClain Lovejoy Financial Planning, LLC
|
| County: | Jefferson |
| Place of Formation: | Jefferson County |
| Principal Address: | 4220 CAHABA HEIGHTS CT STE 100 #106VESTAVIA, AL 35223 |
| Principal Address ZIP Code: | 35223 |
| Principal Mailing Address: | 3776 POE DRIVEVESTAVIA, AL 35223 |
| Principal Mailing Address ZIP Code: | 35223 |
| Registered Office Street Address: | 3298 CYPRESS DRIVE, SUITE 150VESTAVIA, AL 35243 |
| Registered Office Street Address ZIP Code: | 35243 |
Activities
FINANCIAL PLANNING AND INVESTMENT ADVISORY
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| APPROACH RETIREMENT ADVISORS, LLC 401K PLAN | 2023 | 465009625 | 2024-06-25 | APPROACH RETIREMENT ADVISORS, LLC | 4 | |||||||||||||
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| APPROACH RETIREMENT ADVISORS, LLC 401K PLAN | 2022 | 465009625 | 2023-09-07 | APPROACH RETIREMENT ADVISORS, LLC | 2 | |||||||||||||
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| APPROACH RETIREMENT ADVISORS, LLC 401K PLAN | 2021 | 465009625 | 2022-09-26 | APPROACH RETIREMENT ADVISORS, LLC | 2 | |||||||||||||
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| Name | Role | Address |
|---|---|---|
| MCCLAIN, ERIC J | Agent | 3776 POE DRIVEVESTAVIA, AL 35223 |
| Name | Role | Address |
|---|---|---|
| MCCLAIN, ERIC J | Organizer | 3776 POE DRIVEVESTAVIA, AL 35223 |
| Event Date | Event Type | Old Value | New Value |
|---|---|---|---|
| 2021-08-02 | Name Change | McClain Lovejoy Financial Planning, LLC | Approach Retirement Advisors, LLC |
| 2021-07-15 | Name Merged | No data | WALKER WEALTH ADVISORS LLC * Not On File Into Domestic |
Date of last update: 02 Aug 2024
Sources: Alabama Secretary of State
