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| Company Name: | CORNERSTONE WEALTH PARTNERS, LLC |
| Employer identification number (EIN): | 261760576 |
| NAIC Classification: | 523110 |
| NAIC Description: | Investment Banking and Securities Dealing |
The following addresses have been detected on the 401k submissions:
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-08-31 | ||||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-07-30 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-08-31 | |||||
| Date | Description |
|---|---|
| 2022-07-27 | 261760576 Change of name detected from CORNERSTONE WEALTH PARTNERS 401(K) PLAN to CORNERSTONE WEALTH PARTNERS, LLC |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | CORNERSTONE WEALTH PARTNERS 401(K) PLAN | 2019-01-01 | 2019-01-01 |
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