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ADVISOR EXCHANGE LLC

Company Details

Entity Name: ADVISOR EXCHANGE LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Revoked
Date Formed: 25 Apr 2006
Company Number: LLC_01837826
File Number: 01837826
Type of Management: Manager Managed
Date Status Change: 09 Oct 2015
Address 2624 PATRIOT BLVD, GLENVIEW, 60026, IL
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ADVISOR EXCHANGE, LLC 401(K) PLAN 2014 204538436 2016-02-26 ADVISOR EXCHANGE, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 2245212703
Plan sponsor’s address 2624 PATRIOT BLVD., GLENVIEW, IL, 60026

Signature of

Role Plan administrator
Date 2016-02-26
Name of individual signing DON ROSS
Valid signature Filed with authorized/valid electronic signature
ADVISOR EXCHANGE, LLC 401(K) PLAN 2013 204538436 2016-02-26 ADVISOR EXCHANGE, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 2245212703
Plan sponsor’s address 2624 PATRIOT BLVD., GLENVIEW, IL, 60026

Signature of

Role Plan administrator
Date 2016-02-26
Name of individual signing DON ROSS
Valid signature Filed with authorized/valid electronic signature
ADVISOR EXCHANGE, LLC 401(K) PLAN 2012 204538436 2013-10-11 ADVISOR EXCHANGE, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 2245212703
Plan sponsor’s address 2624 PATRIOT BLVD., GLENVIEW, IL, 60026

Signature of

Role Plan administrator
Date 2013-10-11
Name of individual signing DON ROSS
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
D. KEITH ROSS, 1869 ADMIRAL COURT, GLENVIEW, 60026, COOK-NOT IN CITY OF CHICAGO Agent 2006-04-25

Manager

Name and Address Role Appointment Date
MARTENSEN, DAVID, 1636 NORTH WELLS, #904, CHICAGO, IL, 60614 Manager 2007-04-09
MOUNTAIN GLEN ASSET MANAGEMENT LLC #01651153, 2624 PATRIOT BLVD, GLENVIEW, IL, 60026 Manager 2007-04-09
ROSS, D. KEITH, JR., 1869 ADMIRAL COURT, GLENVIEW, IL, 60026 Manager 2007-04-09

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State