Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Hartford
    4. ›
  4. 06032
    5. ›
  5. VALENTI WEALTH MANAGEMENT, LLC

VALENTI WEALTH MANAGEMENT, LLC

Company Details

Entity Name: VALENTI WEALTH MANAGEMENT, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Dissolved
Date Formed: 15 Aug 2000
Date of dissolution: 16 Jan 2024
Business ALEI: 0659002
NAICS code: 523120 - Securities Brokerage
Business address: 3 FOREST PARK DRIVE, FARMINGTON, CT, 06032, United States
Mailing address: 3 FOREST PARK DRIVE, FARMINGTON, CT, United States, 06032
ZIP code: 06032
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: joanvalenti222@gmail.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2022 300858719 2023-12-04 VALENTI WEALTH MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606777790
Plan sponsor’s address 3 FOREST PARK DRIVE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2023-12-04
Name of individual signing JOAN VALENTI
Valid signature Filed with authorized/valid electronic signature
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2022 300858719 2023-06-01 VALENTI WEALTH MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606777790
Plan sponsor’s address 3 FOREST PARK DRIVE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2023-06-01
Name of individual signing JOAN VALENTI
Valid signature Filed with authorized/valid electronic signature
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2021 300858719 2022-06-13 VALENTI WEALTH MANAGEMENT, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606777790
Plan sponsor’s address 3 FOREST PARK DRIVE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2022-06-13
Name of individual signing JOAN M. VALENTI, CFP
Valid signature Filed with authorized/valid electronic signature
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2020 300858719 2021-05-18 VALENTI WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606777790
Plan sponsor’s address 3 FOREST PARK DRIVE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2021-05-18
Name of individual signing JOAN M. VALENTI, CFP
Valid signature Filed with authorized/valid electronic signature
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2019 300858719 2020-07-22 VALENTI WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606777790
Plan sponsor’s address 3 FOREST PARK DRIVE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2020-07-22
Name of individual signing JOAN M. VALENTI, CFP
Valid signature Filed with authorized/valid electronic signature
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2018 300858719 2019-04-26 VALENTI WEALTH MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606777790
Plan sponsor’s address 3 FOREST PARK DRIVE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2019-04-26
Name of individual signing JOAN M. VALENTI, CFP
Valid signature Filed with authorized/valid electronic signature
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2017 061600133 2018-06-05 VALENTI WEALTH MANAGEMENT, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606777790
Plan sponsor’s address 3 FOREST PARK DRIVE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2018-06-05
Name of individual signing JOAN M. VALENTI, CFP
Valid signature Filed with authorized/valid electronic signature
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2016 061600133 2017-05-24 VALENTI WEALTH MANAGEMENT, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606777790
Plan sponsor’s address 3 FOREST PARK DRIVE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2017-05-24
Name of individual signing JOAN M. VALENTI, CFP
Valid signature Filed with authorized/valid electronic signature
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2015 061600133 2016-05-04 VALENTI WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606777790
Plan sponsor’s address 3 FOREST PARK DRIVE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2016-05-04
Name of individual signing JOAN M. VALENTI, CFP
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-04
Name of individual signing JOAN M. VALENTI
Valid signature Filed with authorized/valid electronic signature
VALENTI WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2014 061600133 2015-04-02 VALENTI WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606777790
Plan sponsor’s address 3 FOREST PARK DRIVE, FARMINGTON, CT, 06032

Signature of
Role Plan administrator
Date 2015-04-02
Name of individual signing JOAN M. VALENTI, CFP
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
PAMELA REYNOLDS Agent 1 LIBERTY SQUARE #208, NEW BRITAIN, CT, 06051, United States 1 LIBERTY SQUARE #208, NEW BRITAIN, CT, 06051, United States +1 860-348-3836 info@arllawyers.com 71 DUNHAM STREET, WETHERSFIELD, CT, 06109, United States

Officer

Name Role Business address Residence address
JOAN MARIE VALENTI Officer 3 FOREST PARK DRIVE, FARMINGTON, CT, 06032, United States 6 MORGAN PLACE, UNIONVILLE, CT, 06085, United States

History

Type Old value New value Date of change
Name change JM INVESTMENT & FINANCIAL SERVICES, LLC VALENTI WEALTH MANAGEMENT, LLC 2011-01-03

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012529679 2024-01-16 2024-01-16 Dissolution Certificate of Dissolution No data
BF-0011399840 2023-02-28 No data Annual Report Annual Report No data
BF-0010242545 2022-05-23 No data Annual Report Annual Report 2022
0007271645 2021-03-30 No data Annual Report Annual Report 2021
0006806018 2020-02-27 No data Annual Report Annual Report 2020
0006395890 2019-02-21 No data Annual Report Annual Report 2015
0006395898 2019-02-21 No data Annual Report Annual Report 2018
0006395902 2019-02-21 No data Annual Report Annual Report 2019
0006395894 2019-02-21 No data Annual Report Annual Report 2016
0006395897 2019-02-21 No data Annual Report Annual Report 2017

Related by officers

PAMELA REYNOLDS

445 WOODLAND, LLC

Related by address

3 FOREST PARK DRIVE, FARMINGTON, CT, 06032, United States

TANGERINE PROJECT, LLC

3 FOREST PARK DRIVE, FARMINGTON, CT, United States, 06032

TANGERINE PROJECT, LLC

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

Privacy policy Policy
About us About us
Contacts Contact us

© 2024 connecticutcompanysearch.com, Part of Big Data Integrated