| Entity Name: | BEAULIEU & ASSOCIATES, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 25 Sep 2000 |
| Business ALEI: | 0662183 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 48 SOUTH ROAD UNIT 15, SOMERS, CT, 06071, United States |
| Mailing address: | PO Box 565, SOMERS, CT, United States, 06071 |
| ZIP code: | 06071 |
| County: | Tolland |
| Place of Formation: | CONNECTICUT |
| E-Mail: | vanessa@beaulieuandassociates.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JAMES BEAULIEU | Agent | 48 SOUTH ROAD, UNIT 15, SOMERS, CT, 06071, United States | PO Box 565, P.O. BOX 565, SOMERS, CT, 06071, United States | +1 860-305-7113 | vanessa@beaulieuandassociates.com | 23 COUNTRY FAIR DRIVE, SOMERS, CT, 06071, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| JAMES JOEL BEAULIEU | Officer | 48 SOUTH RD, UNIT 15 P.O. BOX 565, SOMERS, CT, 06071, United States | 23 COUNTRY FAIR DR., SOMERS, CT, 06071, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | BEAULIEU FINANCIAL SERVICES, LLC | BEAULIEU & ASSOCIATES, LLC | 2020-12-29 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012208168 | 2024-04-18 | No data | Annual Report | Annual Report | No data |
| BF-0010861705 | 2023-01-26 | No data | Annual Report | Annual Report | No data |
| BF-0011397706 | 2023-01-26 | No data | Annual Report | Annual Report | No data |
| BF-0009765728 | 2022-06-24 | No data | Annual Report | Annual Report | No data |
| 0007052383 | 2020-12-29 | 2020-12-29 | Amendment | Amend Name | No data |
| 0006868881 | 2020-04-01 | No data | Annual Report | Annual Report | 2020 |
| 0006833755 | 2020-03-16 | 2020-03-16 | Change of Agent Address | Agent Address Change | No data |
| 0006422638 | 2019-03-04 | No data | Annual Report | Annual Report | 2019 |
| 0006367869 | 2019-02-06 | No data | Annual Report | Annual Report | 2018 |
| 0006060108 | 2018-02-07 | No data | Annual Report | Annual Report | 2017 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
