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EPIC TRUST INVESTMENT ADVISORS LLC

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Company Details

Legal Name: EPIC TRUST INVESTMENT ADVISORS LLC
Jurisdiction: WASHINGTON
Entity Type: WA LIMITED LIABILITY COMPANY
Category: DOMESTIC ENTITY
Status: Voluntarily Dissolved
Formation/ Registration Date: June 11th 2014
Date of Dissolution: November 27th 2023
Expiration date: 30 Jun 2024
UBI Number: 603 410 953
ZIP code: 99352
City: Richland
County: BENTON
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 1305 FOWLER ST, SUITE 1D, RICHLAND, WA, 99352-4719, UNITED STATES

Contact Details

E-Mail: JEFF@EPICTRUST.COM
Phone Number: +1 509-591-0014

Nature of Business

Other Services, FINANCIAL PLANNING AND INVESTMENT MANAGEMENT SERVICES

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Registered Agent Information

Name Role Address
JEFFERY LEWIS Registered Agent 1305 FOWLER ST, SUITE 1D, RICHLAND, WA, 99352-4719, UNITED STATES

Key Officers & Management

Name Role
JEFFERY LEWIS Governing Person

Unique Entity ID

CAGE Code:
87EZ0
UEI Expiration Date:
2019-11-14

Business Information

Doing Business As:
LEWIS WEALTH MANAGEMENT PARTNERS
Division Name:
TECHNOLOGY DEVELOPMENT
Activation Date:
2018-12-03
Initial Registration Date:
2018-11-14

Central Index Key

CIK number:
0001875953
Phone:
509-582-2047

Latest Filings

Form type:
N-PX
File number:
028-21446
Filing date:
2024-07-17
File:
Form type:
13F-HR
File number:
028-21446
Filing date:
2024-07-17
File:
Form type:
13F-HR
File number:
028-21446
Filing date:
2024-04-19
File:

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$26,184
Date Approved:
2020-04-14
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$26,184
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$26,335.01
Servicing Lender:
First Interstate Bank
Use of Proceeds:
Payroll: $26,184

Trademarks

Serial Number:
88650521
Mark:
MONEY MONITOR
Status:
Registered. The registration date is used to determine when post-regi...
Mark Type:
Service Mark
Application Filing Date:
2019-10-10
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
MONEY MONITOR

Goods And Services

For:
Advice relating to investments
First Use:
2016-01-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
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