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| Company Name: | WHZ STRATEGIC WEALTH, LLC |
| Employer identification number (EIN): | 205462624 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2011-02-22 | |||||
| Date last seen: 2025-06-30 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2013-01-01 | |||||
| Date last seen: 2024-07-09 | |||||
| USA 401k Admin Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2022-05-09 | |||||
| Date last seen: 2022-05-09 | |||||
| Date | Description |
|---|---|
| 2024-07-09 | 205462624 Change of name detected from W & H FINANCIAL, LLC to WHZ STRATEGIC WEALTH, LLC |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | WEISS & HALE FINANCIAL, LLC 401(K) P/S PLAN | 2016-01-01 | 2008-01-01 |
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