| Entity Name: | MATRIX FINANCIAL SERVICES, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 21 Feb 1996 |
| Business ALEI: | 0531211 |
| Annual report due: | 21 Feb 2025 |
| NAICS code: | 524210 - Insurance Agencies and Brokerages |
| Business address: | 61 HILLSIDE AVENUE, WINSTED, CT, 06098, United States |
| Mailing address: | 61 HILLSIDE AVENUE, WINSTED, CT, United States, 06098 |
| ZIP code: | 06098 |
| County: | Litchfield |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 1000 |
| E-Mail: | cfplanner@snet.net |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JOHN E. SCHWAIKERT | Agent | 61 HILLSIDE AVENUE, WINSTED, CT, 06098, United States | 61 HILLSIDE AVENUE, WINSTED, CT, 06098, United States | +1 603-558-2616 | cfplanner@snet.net | 61 HILLSIDE AVENUE, WINSTED, CT, 06098, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| JOHN E. SCHWAIKERT | Officer | 61 HILLSIDE AVENUE, WINSTED, CT, 06098, United States | +1 603-558-2616 | cfplanner@snet.net | 61 HILLSIDE AVENUE, WINSTED, CT, 06098, United States |
| MARTHA F. SCHWAIKERT | Officer | 61 HILLSIDE AVENUE, WINSTED, CT, 06098, United States | No data | No data | 36 Old Chandlers Mills Rd, Claremont, NH, 03743, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| JOHN E. SCHWAIKERT | Director | 61 HILLSIDE AVENUE, WINSTED, CT, 06098, United States | +1 603-558-2616 | cfplanner@snet.net | 61 HILLSIDE AVENUE, WINSTED, CT, 06098, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012296954 | 2024-02-04 | No data | Annual Report | Annual Report | No data |
| BF-0011259811 | 2023-02-07 | No data | Annual Report | Annual Report | No data |
| BF-0010412174 | 2022-02-06 | No data | Annual Report | Annual Report | 2022 |
| 0007073987 | 2021-01-20 | No data | Annual Report | Annual Report | 2021 |
| 0006726729 | 2020-01-17 | No data | Annual Report | Annual Report | 2020 |
| 0006315326 | 2019-01-10 | No data | Annual Report | Annual Report | 2019 |
| 0006015396 | 2018-01-18 | No data | Annual Report | Annual Report | 2018 |
| 0005769610 | 2017-02-17 | No data | Annual Report | Annual Report | 2017 |
| 0005487350 | 2016-02-16 | No data | Annual Report | Annual Report | 2016 |
| 0005278887 | 2015-02-16 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
