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| Company Name: | CONSULTIVA WEALTH MANAGEMENT CORP. |
| Employer identification number (EIN): | 660569863 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2011-07-20 | ||||||
| Date last seen: 2022-12-31 | ||||||
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2016-07-07 | ||||||
| Date last seen: 2018-07-30 | ||||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2011-07-20 | ||||||
| Date last seen: 2022-12-31 | ||||||
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2010-09-02 | ||||||
| Date last seen: 2010-09-02 | ||||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2010-09-02 | ||||||
| Date last seen: 2010-09-02 | ||||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2012-08-01 | ||||||
| Date last seen: 2023-12-31 | ||||||
| Date | Description |
|---|---|
| 2022-05-02 | 660569863 Change of name detected from CONSULTIVA INTERNATIONAL INC to CONSULTIVA WEALTH MANAGEMENT CORP. |
| 2022-05-02 | 660569863 Change of plan name detected from CONSULTIVA INTERNACIONAL, INC. EMPLOYEES SAVINGS PLAN to CONSULTIVA WEALTH MANAGEMENT RETIREMENT PLAN for plan ID 001 |
| 2021-03-15 | 660569863 Change of name detected from CONSULTIVA INTERNACIONAL, INC. to CONSULTIVA WEALTH MANAGEMENT CORP. |
| 2021-03-15 | 660569863 Change of name detected from CONSULTIVA INTERNATIONAL INC to CONSULTIVA WEALTH MANAGEMENT CORP. |
| 2021-03-15 | 660569863 Change of plan name detected from CONSULTIVA INTERNACIONAL, INC. EMPLOYEES SAVINGS PLAN to CONSULTIVA WEALTH MANAGEMENT RETIREMENT PLAN for plan ID 001 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | CONSULTIVA WEALTH MANAGEMENT RETIREMENT PLAN | 2015-01-01 | 2000-01-01 |
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