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 |
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 |
County: | New Haven |
Place of Formation: | CONNECTICUT |
Total authorized shares: | 5000 |
E-Mail: | juliebard@snet.net |
Type | Company Name | Company Number | State |
---|---|---|---|
Headquarter of | BARD FINANCIAL SERVICES, INC. | F24000004433 | FLORIDA |
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1850858 | 388 EAST MAIN STREET, BRANFORD, CT, 06405 | 388 EAST MAIN STREET, BRANFORD, CT, 06405 | 203-481-7676 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Form type | 13F-HR/A |
File number | 028-21128 |
Filing date | 2024-11-20 |
Reporting date | 2024-09-30 |
File | View File |
Filings since 2024-10-04
Form type | 13F-HR |
File number | 028-21128 |
Filing date | 2024-10-04 |
Reporting date | 2024-09-30 |
File | View File |
Filings since 2024-08-05
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: 25 Nov 2024
Sources: Connecticut's Official State Website