James Spangler signed D'URSO Wealth Management, LLC DBA Tradewinds Wealth Management's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
D'URSO Wealth Management, LLC DBA Tradewinds Wealth Management's EIN is 45-4239502.
Download the official 2023 Form 5500 (PDF) for D'URSO Wealth Management, LLC DBA Tradewinds Wealth Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)D'URSO Wealth Management, LLC DBA Tradewinds Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.