| Entity Name: | HERITAGE FINANCIAL SERVICES, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Dissolved |
| Date Formed: | 16 Mar 2001 |
| Date of dissolution: | 26 Nov 2007 |
| Business ALEI: | 0676289 |
| Business address: | 1062 BARNES RD STE 201, WALLINGFORD, CT, 06492 |
| ZIP code: | 06492 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| JEREMY M. LOBO | Officer | 1062 BARNES RD STE 201, WALLINGFORD, CT, 06492, United States | 34 BERTEN RIDGE ROAD., DURHAM, CT, 06492, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | HERITAGE CAPITAL MANAGEMENT, LLC | HERITAGE FINANCIAL SERVICES, LLC | 2001-11-15 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| 0003580992 | 2007-11-26 | No data | Dissolution | Certificate of Dissolution | No data |
| 0003194213 | 2006-03-23 | No data | Annual Report | Annual Report | 2006 |
| 0003047291 | 2005-05-12 | No data | Annual Report | Annual Report | 2005 |
| 0002866342 | 2005-02-04 | No data | Interim Notice | Interim Notice | No data |
| 0002844160 | 2004-06-18 | No data | Annual Report | Annual Report | 2004 |
| 0002620533 | 2003-04-02 | No data | Annual Report | Annual Report | 2003 |
| 0002430887 | 2002-03-27 | No data | Annual Report | Annual Report | 2002 |
| 0002344755 | 2001-11-15 | No data | Amendment | Amend Name | No data |
| 0002340223 | 2001-11-01 | No data | Name Reservation | Reservation of Name | No data |
| 0002228760 | 2001-03-16 | No data | Business Formation | Certificate of Organization | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
