| Entity Name: | BARD FINANCIAL SERVICES, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 03 Feb 1984 (Companies founded in February 1984) |
| Business ALEI: | 0152495 |
| Annual report due: | 03 Feb 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | BARD FINANCIAL SVCS, INC 388 EAST MAIN ST 388 EAST MAIN ST, BRANFORD, CT, 06405, United States |
| Mailing address: | BARD FINANCIAL SVCS, INC 388 EAST MAIN ST 388 EAST MAIN ST, BRANFORD, CT, United States, 06405 |
| ZIP code: | 06405 (Companies in New Haven, 06405) |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 5000 |
| E-Mail: | juliebard@snet.net |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1850858 | 388 EAST MAIN STREET, BRANFORD, CT, 06405 | 388 EAST MAIN STREET, BRANFORD, CT, 06405 | 203-481-7676 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Form type | N-PX |
| File number | 028-21128 |
| Filing date | 2024-08-05 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-09
| Form type | 13F-HR |
| File number | 028-21128 |
| Filing date | 2024-07-09 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-06
| Form type | 13F-HR |
| File number | 028-21128 |
| Filing date | 2024-05-06 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-09
| Form type | 13F-HR |
| File number | 028-21128 |
| Filing date | 2024-02-09 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-16
| Form type | 13F-HR |
| File number | 028-21128 |
| Filing date | 2023-10-16 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-11
| Form type | 13F-HR |
| File number | 028-21128 |
| Filing date | 2023-07-11 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-26
| Form type | 13F-HR |
| File number | 028-21128 |
| Filing date | 2023-04-26 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-25
| Form type | 13F-HR |
| File number | 028-21128 |
| Filing date | 2023-01-25 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-26
| Form type | 13F-HR |
| File number | 028-21128 |
| Filing date | 2022-10-26 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-06
| Form type | 13F-HR |
| File number | 028-21128 |
| Filing date | 2022-07-06 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-13
| Form type | 13F-HR |
| File number | 028-21128 |
| Filing date | 2022-04-13 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-24
| Form type | 13F-HR |
| File number | 028-21128 |
| Filing date | 2022-01-24 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-15
| Form type | 13F-HR |
| File number | 028-21128 |
| Filing date | 2021-10-15 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-13
| Form type | 13F-HR |
| File number | 028-21128 |
| Filing date | 2021-07-13 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-14
| Form type | 13F-HR |
| File number | 028-21128 |
| Filing date | 2021-05-14 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-03-26
| Form type | 13F-HR |
| File number | 028-21128 |
| Filing date | 2021-03-26 |
| Reporting date | 2020-12-31 |
| File | View File |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| KENNETH SPITZBARD | Officer | 388 EAST MAIN ST, BRANFORD, CT, 06405, United States | +1 203-641-9555 | juliebard@snet.net | KENNETH SPITZBARD, 35 LINDEN SHORES, BRANFORD, CT, 06405, United States |
| JEFFREY MICHAEL WELSH | Officer | BARD FINANCIAL SVCS, INC 388 EAST MAIN ST 388 EAST MAIN ST, BRANFORD, CT, 06405, United States | No data | No data | 60 COMMERCE ST, CLINTON, CT, 06413, United States |
| JULIA A. HOKO | Officer | BARD FINANCIAL SVCS, INC 388 EAST MAIN ST 388 EAST MAIN ST, BRANFORD, CT, 06405, United States | No data | No data | 48 HICKORY LN, MADISON, CT, 06443, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| KENNETH SPITZBARD | Agent | BARD FINANCIAL SVCS, INC 388 EAST MAIN ST 388 EAST MAIN ST, BRANFORD, CT, 06405, United States | BARD FINANCIAL SVCS, INC, 388 EAST MAIN ST, BRANFORD, CT, 06405, United States | +1 203-641-9555 | juliebard@snet.net | KENNETH SPITZBARD, 35 LINDEN SHORES, BRANFORD, CT, 06405, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012182980 | 2024-03-26 | No data | Annual Report | Annual Report | No data |
| BF-0011386661 | 2023-04-11 | No data | Annual Report | Annual Report | No data |
| BF-0010251165 | 2022-03-03 | No data | Annual Report | Annual Report | 2022 |
| 0007127727 | 2021-02-05 | No data | Annual Report | Annual Report | 2021 |
| 0006718609 | 2020-01-10 | No data | Annual Report | Annual Report | 2020 |
| 0006316583 | 2019-01-10 | No data | Annual Report | Annual Report | 2019 |
| 0006210933 | 2018-07-05 | No data | Annual Report | Annual Report | 2018 |
| 0006210962 | 2018-07-05 | No data | Change of Agent Address | Agent Address Change | No data |
| 0005756897 | 2017-01-31 | No data | Annual Report | Annual Report | 2017 |
| 0005471280 | 2016-01-25 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
