| Entity Name: | SUMMIT PLANNING GROUP, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 02 Jun 1995 |
| Business ALEI: | 0516674 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 420 EAST MAIN ST, SUITE11, BRANFORD, CT, 06405, United States |
| Mailing address: | 420 EAST MAIN ST, SUITE 11, BRANFORD, CT, United States, 06405 |
| ZIP code: | 06405 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | bonofrio@securitiesmail.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| BRIAN V. ONOFRIO | Agent | 420 EAST MAIN ST, SUITE11, BRANFORD, CT, 06405, United States | 420 E. MAIN STREET, UNIT 11, BRANFORD, CT, 06405, United States | +1 203-500-5171 | b.onofrio@gmail.com | 17 HIGH FIELD LANE, MADISON, CT, 06443, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| C. DAVID KONCZ | Officer | 420 EAST MAIN STREET, UNIT 11, BRANFORD, CT, 06405, United States | 190 NECK ROAD, MADISON, CT, 06443, United States |
| KARL ZIROLLI | Officer | 41B New London Tpke, Suite 6, Glastonbury, CT, 06033-4240, United States | 118 RIDGEWOOD DRIVE, GLASTONBURY, CT, 06033, United States |
| BRIAN V ONOFRIO | Officer | 420 EAST MAIN STREET, UNIT 11, BRANFORD, CT, 06405, United States | 17 HIGH FIELD LANE, MADISON, CT, 06443, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012357794 | 2024-03-18 | No data | Annual Report | Annual Report | No data |
| BF-0011253717 | 2023-03-24 | No data | Annual Report | Annual Report | No data |
| BF-0010327998 | 2022-03-21 | No data | Annual Report | Annual Report | 2022 |
| 0007166405 | 2021-02-16 | No data | Annual Report | Annual Report | 2021 |
| 0006876138 | 2020-04-06 | No data | Annual Report | Annual Report | 2020 |
| 0006377209 | 2019-02-11 | No data | Annual Report | Annual Report | 2019 |
| 0006062490 | 2018-02-08 | No data | Annual Report | Annual Report | 2018 |
| 0005866151 | 2017-06-13 | No data | Annual Report | Annual Report | 2017 |
| 0005588083 | 2016-06-17 | No data | Annual Report | Annual Report | 2016 |
| 0005358639 | 2015-07-01 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
