| Entity Name: | SMITH BROTHERS FINANCIAL, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 05 Jun 1998 (Companies founded in June 1998) |
| Business ALEI: | 0594736 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 68 NATIONAL DRIVE, GLASTONBURY, CT, 06033, United States |
| Mailing address: | 68 NATIONAL DRIVE, GLASTONBURY, CT, United States, 06033 |
| ZIP code: | 06033 (Companies in Hartford, 06033) |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | ddurso@smithbrothersusa.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| MICHAEL DUNN ATTORNEY | Agent | 68 NATIONAL DRIVE, GLASTONBURY, CT, 06033, United States | 68 NATIONAL DRIVE, GLASTONBURY, CT, 06033, United States | +1 860-652-3235 | ddurso@smithbrothersusa.com | 18 MCBRIDE ROAD, LITCHFIELD, CT, 06759, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| JOSEPH B SMITH | Officer | 68 NATIONAL DRIVE, GLASTONBURY, CT, 06033, United States | 14 CARDINAL DRIVE, GLASTONBURY, CT, 06033, United States |
| STEPHEN MICHAELS | Officer | 68 NATIONAL DRIVE, GLASTONBURY, CT, 06033, United States | 225 GRANDVIEW DRIVE, GLASTONBURY, CT, 06033, United States |
| Andrea Camoin | Officer | 68 NATIONAL DRIVE, GLASTONBURY, CT, 06033, United States | 25 Fox Mead, Suffield, CT, 06078-2259, United States |
| Timothy Prewitt | Officer | 68 NATIONAL DRIVE, GLASTONBURY, CT, 06033, United States | 2113 Main St, Glastonbury, CT, 06033, United States |
| Jeffrey Giantonio | Officer | 68 NATIONAL DRIVE, GLASTONBURY, CT, 06033, United States | 54 Goose Hill Rd, CHester, CT, 06412, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | SMITH BROTHERS INVESTMENT MANAGEMENT, LLC | SMITH BROTHERS FINANCIAL, LLC | 2011-03-31 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012304440 | 2024-02-07 | No data | Annual Report | Annual Report | No data |
| BF-0011147302 | 2023-02-17 | No data | Annual Report | Annual Report | No data |
| BF-0010239536 | 2022-02-25 | No data | Annual Report | Annual Report | 2022 |
| 0007149337 | 2021-02-15 | No data | Annual Report | Annual Report | 2021 |
| 0006763944 | 2020-02-20 | No data | Annual Report | Annual Report | 2020 |
| 0006463201 | 2019-03-14 | No data | Annual Report | Annual Report | 2019 |
| 0006136464 | 2018-03-23 | No data | Annual Report | Annual Report | 2018 |
| 0005865044 | 2017-06-12 | No data | Annual Report | Annual Report | 2017 |
| 0005588085 | 2016-06-17 | No data | Annual Report | Annual Report | 2016 |
| 0005356332 | 2015-06-26 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 04 Nov 2024
Sources: Connecticut's Official State Website
