| Entity Name: | USI ADVISORS, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 31 May 1994 |
| Business ALEI: | 0298615 |
| Annual report due: | 31 May 2025 |
| NAICS code: | 541199 - All Other Legal Services |
| Business address: | 100 SUMMIT LAKE DRIVE, SUITE 400, VALHALLA, NY, 10595, United States |
| Mailing address: | 100 SUMMIT LAKE DRIVE, SUITE 400, VALHALLA, NY, United States, 10595 |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 20000 |
| E-Mail: | CLS-CTARMSEvidence@wolterskluwer.com |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | USI ADVISORS, INC. | 20141600736 | COLORADO |
| Headquarter of | USI ADVISORS, INC. | da94fe95-43a0-ee11-907c-00155d01c440 | MINNESOTA |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| David Kappus | Officer | 100 SUMMIT LAKE DRIVE, SUITE 400, VALHALLA, NY, 10595, United States | 100 Summit Lake Dr Ste 400, Valhalla, NY, 10595-1362, United States |
| Michael Welz | Officer | 100 SUMMIT LAKE DRIVE, SUITE 400, VALHALLA, NY, 10595, United States | 100 SUMMIT LAKE DRIVE, SUITE 400, VALHALLA, NY, 10595, United States |
| Mary Curley | Officer | 100 SUMMIT LAKE DRIVE, SUITE 400, VALHALLA, NY, 10595, United States | 100 SUMMIT LAKE DRIVE, SUITE 400, VALHALLA, NY, 10595, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| II Ernest J. Newborn | Director | 100 SUMMIT LAKE DRIVE, SUITE 400, VALHALLA, NY, 10595, United States | 100 SUMMIT LAKE DRIVE, SUITE 400, VALHALLA, NY, 10595, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | USI CG ADVISORS, INC. | USI ADVISORS, INC. | 2003-04-14 |
| Name change | BCI ADVISORS, INC. | USI CG ADVISORS, INC. | 1999-11-19 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012397358 | 2024-05-02 | No data | Annual Report | Annual Report | No data |
| BF-0012505380 | 2023-12-26 | 2023-12-31 | Merger | Certificate of Merger | No data |
| BF-0011391501 | 2023-05-02 | No data | Annual Report | Annual Report | No data |
| BF-0010225584 | 2022-05-06 | No data | Annual Report | Annual Report | 2022 |
| 0007332317 | 2021-05-12 | No data | Annual Report | Annual Report | 2021 |
| 0006908914 | 2020-05-22 | No data | Annual Report | Annual Report | 2020 |
| 0006566737 | 2019-05-30 | No data | Annual Report | Annual Report | 2019 |
| 0006183908 | 2018-05-15 | No data | Annual Report | Annual Report | 2018 |
| 0005849726 | 2017-05-24 | No data | Annual Report | Annual Report | 2017 |
| 0005565106 | 2016-05-18 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
