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| Company Name: | CAPITAL FINANCIAL ADVISORS, LLC |
| Employer identification number (EIN): | 800353229 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
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: 2024-08-31 | ||||||
| Date | Description |
|---|---|
| 2024-07-18 | 800353229 Change of name detected from CTM FINANCIAL GROUP, LLC to CAPITAL FINANCIAL ADVISORS, LLC |
| 2024-07-18 | 800353229 Change of plan name detected from CTM FINANCIAL GROUP, LLC 401(K) PLAN to CAPITAL FINANCIAL ADVISORS, LLC 401(K) PLAN for plan ID 001 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | CAPITAL FINANCIAL ADVISORS, LLC 401(K) PLAN | 2015-01-01 | 2013-01-01 |
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