Wealthstreet Investment Advisors, LLC

Active Dallas, TX

Wealthstreet Investment Advisors, LLC Overview

Wealthstreet Investment Advisors, LLC filed as a Domestic Limited Liability Company (LLC) in the State of Texas on Wednesday, February 22, 2017 and is approximately seven years old, according to public records filed with Texas Secretary of State.

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Name
Michael R. Beck 5 ~ Background Report ~	Director Managing Director Manager Managing Member Member
Michael H. Kane 3 ~ Background Report ~	Director Managing Director Managing Member Member
Gerald L. Ray 7 ~ Background Report ~	Director Managing Director
Joseph H. Ray 1 ~ Background Report ~	Director Pres/Mng Director
Leslie Reynoso ~ Background Report ~	Wealth Manager Managing Member Member
Lynette Heil ~ Background Report ~	CFO/Chief Com Managing Member Member

Wealthstreet Investment Advisors, LLC has another company listed as an officer. It is not uncommon for one company to hold a position in another company.

Name	Status	Incorporated	Key People	Role
Gerald L. Ray & Associates, Ltd.	Inactive	2001		Managing Member

1445 Ross Ave Dallas, TX 75202 5055 Lakehill Ct Dallas, TX 75220 5960 Berkshire Ln Dallas, TX 75225

Texas Secretary of State

Filing Type:	Domestic Limited Liability Company (LLC)
Status:	Active In existence
State:	Texas
State ID:	802656834
Date Filed:	Wednesday, February 22, 2017

Corporate Notes

Source	Date	Type	Note
	2/22/2017	Certificate of Formation
	12/31/2018	Public Information Report (PIR)
	12/31/2019	Public Information Report (PIR)
	4/15/2020	Certificate of Amendment
	4/15/2020	Certificate of Amendment
	12/31/2020	Public Information Report (PIR)
	12/31/2021	Public Information Report (PIR)
	12/31/2022	Public Information Report (PIR)
	12/31/2023	Public Information Report (PIR)

Source

Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024

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Wealthstreet Investment Advisors, LLC

Active Dallas, TX