TRANSFORMATIVE WEALTH CONSULTING GROUP LLC
CRD #295843 SEC #801-113238 EL SEGUNDO, CA 310-740-3174
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
3
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 15, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOTTS, JONATHAN, WALTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOTTS, JONATHAN, WALTER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TAYLOR, DREW, WAYNE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| TAYLOR, DREW, WAYNE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| VINCENTY, MAUREEN, P | I | CHIEF HEALTH OFFICER | NA | Control |
| VINCENTY, MAUREEN, P | I | CHIEF HEALTH OFFICER | NA | Control |
| TRANSFORMATIVE GROUP LLC | DE | MANAGING MEMBER | E | Control |
| TRANSFORMATIVE GROUP LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BOTTS, JONATHAN, WALTER | I | TRANSFORMATIVE GROUP LLC | D | Control |
| BOTTS, JONATHAN, WALTER | I | TRANSFORMATIVE GROUP LLC | D | Control |
| VINCENTY, MAUREEN, P | I | TRANSFORMATIVE GROUP LLC | D | Control |
| VINCENTY, MAUREEN, P | I | TRANSFORMATIVE GROUP LLC | D | Control |
Registrations
Federal
IA
May 15, 2018 REGISTERED
Notice Filings (5)
CA MA NC NY RI
Address
300 CONTINENTAL BLVD.EL SEGUNDO, CA 90245
United States
Phone: 310-740-3174