| Entity Name: | SUMMIT FINANCIAL ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Forfeited |
| Date Formed: | 18 May 2001 |
| Business ALEI: | 0681910 |
| Annual report due: | 31 Mar 2021 |
| NAICS code: | 523930 - Investment Advice |
| Business address: | 14 WILD APPLE LANE, OLD SAYBROOK, CT, 06475, United States |
| Mailing address: | 14 WILD APPLE LANE, OLD SAYBROOK, CT, United States, 06475 |
| ZIP code: | 06475 |
| County: | Middlesex |
| Place of Formation: | CONNECTICUT |
| E-Mail: | DCOOPERCPA@YAHOO.COM |
| Name | Role | Business address | Mailing address | Residence address | |
|---|---|---|---|---|---|
| ALAN D COOPER | Agent | 14 WILD APPLE LANE, OLD SAYBROOK, CT, 06475, United States | 14 WILD APPLE LANE, OLD SAYBROOK, CT, 06475, United States | DCOOPERCPA@YAHOO.COM | 14 WILD APPLE LANE, OLD SAYBROOK, CT, 06475, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| ALAN DONALD COOPER | Officer | 14 WILD APPLE LANE, OLD SAYBROOK, CT, 06475, United States | 14 WILD APPLE LANE, OLD SAYBROOK, CT, 06475, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012479816 | 2023-12-05 | No data | Administrative Dissolution | Certificate of Dissolution/Revocation | No data |
| BF-0011955764 | 2023-09-01 | No data | Administrative Dissolution | Notice of Intent to Dissolve/Revoke | No data |
| 0006892379 | 2020-04-25 | No data | Annual Report | Annual Report | 2020 |
| 0006892376 | 2020-04-25 | No data | Annual Report | Annual Report | 2019 |
| 0006299459 | 2018-12-27 | No data | Annual Report | Annual Report | 2018 |
| 0006299458 | 2018-12-27 | No data | Annual Report | Annual Report | 2017 |
| 0005718784 | 2016-12-14 | No data | Annual Report | Annual Report | 2016 |
| 0005452640 | 2015-12-23 | No data | Annual Report | Annual Report | 2015 |
| 0005452638 | 2015-12-23 | No data | Annual Report | Annual Report | 2014 |
| 0005096863 | 2014-04-29 | No data | Annual Report | Annual Report | 2013 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
