| Entity Name: | SOUND PORTFOLIO ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 03 Aug 1999 (Companies founded in August 1999) |
| Business ALEI: | 0627170 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 28 COTTRELL STREET, MYSTIC, CT, 06355, United States |
| Mailing address: | 28-G COTTRELL STREET, MYSTIC, CT, United States, 06355 |
| ZIP code: | 06355 (Companies in New London, 06355) |
| County: | New London |
| Place of Formation: | CONNECTICUT |
| E-Mail: | patty@soundportfolios.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| THEODORE L. PARKER | Agent | 28-G COTTRELL STREET, MYSTIC, CT, 06355, United States | 28-G COTTRELL STREET, MYSTIC, CT, 06355, United States | +1 860-235-6228 | tparker@soundportfolios.com | 99 NEPTUNE DRIVE, GROTON, CT, 06340, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| BRIAN J. WATTS | Officer | 28 COTTRELL STREET, MYSTIC, CT, 06355, United States | No data | No data | 8 FALLON ROAD, PAWCATUCK, CT, 06379, United States |
| THEODORE L. PARKER | Officer | 28-G COTTRELL STREET, MYSTIC, CT, 06355, United States | +1 860-235-6228 | tparker@soundportfolios.com | 99 NEPTUNE DRIVE, GROTON, CT, 06340, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | PARKER FINANCIAL PLANNING, LLC | SOUND PORTFOLIO ADVISORS, LLC | 2019-05-22 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012338899 | 2024-02-07 | No data | Annual Report | Annual Report | No data |
| BF-0011154100 | 2023-02-09 | No data | Annual Report | Annual Report | No data |
| BF-0010292017 | 2022-03-07 | No data | Annual Report | Annual Report | 2022 |
| 0007169259 | 2021-02-17 | No data | Annual Report | Annual Report | 2021 |
| 0006764700 | 2020-02-20 | No data | Annual Report | Annual Report | 2020 |
| 0006566210 | 2019-05-22 | 2019-05-22 | Amendment | Amend Name | No data |
| 0006556917 | 2019-05-09 | 2019-05-09 | Change of Agent | Agent Change | No data |
| 0006556970 | 2019-05-09 | 2019-05-09 | Interim Notice | Interim Notice | No data |
| 0006413231 | 2019-02-27 | No data | Annual Report | Annual Report | 2019 |
| 0006041176 | 2018-01-29 | No data | Annual Report | Annual Report | 2018 |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
