| Entity Name: | Omnica Wealth LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 04 Jan 1999 (Companies founded in January 1999) |
| Business ALEI: | 0610335 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 522320 - Financial Transactions Processing, Reserve, and Clearinghouse Activities |
| Business address: | 180 GLASTONBURY BOULEVARD SUITE 200, GLASTONBURY, CT, 06033, United States |
| Mailing address: | 180 GLASTONBURY BOULEVARD SUITE 200, GLASTONBURY, CT, United States, 06033 |
| ZIP code: | 06033 (Companies in Hartford, 06033) |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | HENDRELUNAS@CIGPWM.COM |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CIG 401(K) PLAN | 2023 | 061533785 | 2024-07-28 | C.I.G. PRIVATE WEALTH MANAGEMENT, LLC | 26 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-07-28 |
| Name of individual signing | JEFFREY SEGAL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8606574445 |
| Plan sponsor’s address | 180 GLASTONBURY BLVD, SUITE 200, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-01 |
| Name of individual signing | JEFFREY SEGAL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8606574445 |
| Plan sponsor’s address | 180 GLASTONBURY BLVD, SUITE 200, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2022-05-20 |
| Name of individual signing | JEFFREY SEGAL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8606574445 |
| Plan sponsor’s address | 180 GLASTONBURY BLVD, SUITE 200, GLASTONBURY, CT, 06033 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-19 |
| Name of individual signing | JEFFREY SEGAL |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JEFFREY A. SEGAL | Agent | 180 GLASTONBURY BOULEVARD, SUITE 200, GLASTONBURY, CT, 06033, United States | 180 GLASTONBURY BOULEVARD, SUITE 200, GLASTONBURY, CT, 06033, United States | +1 860-918-2266 | hendrelunas@cigpwm.com | 74 FAIRWAY CROSSING, GLASTONBURY, CT, 06033, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| JEFFREY SEGAL | Officer | 180 GLASTONBURY BOULEVARD, SUITE 200, GLASTONBURY, CT, 06033, United States | JEFFREY SEGAL, 74 FAIRWAY CROSSING, GLASTONBURRY, CT, 06033, United States |
| Robert Schneider | Officer | 180 GLASTONBURY BOULEVARD SUITE 200, GLASTONBURY, CT, 06033, United States | 2389 Main St. STE 100, Glastonbury, CT, 06033, United States |
| Seth Renaud | Officer | 180 GLASTONBURY BOULEVARD SUITE 200, GLASTONBURY, CT, 06033, United States | 15 O'Neill Lane, East Hampton, CT, 06424, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | C.I.G. PRIVATE WEALTH MANAGEMENT, LLC | Omnica Wealth LLC | 2024-07-15 |
| Name change | CONNECTICUT INVESTORS GROUP, LLC | C.I.G. PRIVATE WEALTH MANAGEMENT, LLC | 2016-01-20 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012676100 | 2024-06-27 | 2024-07-15 | Name Change Amendment | Certificate of Amendment | No data |
| BF-0012267578 | 2024-02-27 | No data | Annual Report | Annual Report | No data |
| BF-0011156365 | 2023-01-26 | No data | Annual Report | Annual Report | No data |
| BF-0010255107 | 2022-03-09 | No data | Annual Report | Annual Report | 2022 |
| 0007324061 | 2021-05-04 | 2021-05-04 | Merger | Certificate of Merger | No data |
| 0007134443 | 2021-02-08 | No data | Annual Report | Annual Report | 2021 |
| 0006774796 | 2020-02-24 | No data | Annual Report | Annual Report | 2020 |
| 0006417041 | 2019-02-28 | No data | Annual Report | Annual Report | 2019 |
| 0006016813 | 2018-01-19 | No data | Annual Report | Annual Report | 2018 |
| 0005743277 | 2017-01-18 | No data | Annual Report | Annual Report | 2017 |
Date of last update: 04 Nov 2024
Sources: Connecticut's Official State Website
