| Entity Name: | UNITED WEALTH MANAGEMENT, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Merged |
| Date Formed: | 03 May 2002 |
| Business ALEI: | 0701665 |
| Annual report due: | 03 May 2020 |
| Business address: | 225 ASYLUM ST, HARTFORD, CT, 06103, United States |
| Mailing address: | C/O UNITED BANK 225 ASYLUM ST, HARTFORD, CT, United States, 06103 |
| ZIP code: | 06103 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 20000 |
| E-Mail: | MSHAW@BANKATUNITED.COM |
| Name | Role | Business address | Residence address | |
|---|---|---|---|---|
| ELIZABETH K. WYNNICK | Officer | UNITED BANK, 225 ASYLUM ST, HARTFORD, CT, 06103, United States | MSHAW@BANKATUNITED.COM | 146 GRINNELL STREET, MILFORD, CT, 06461, United States |
| ANGELA QUICK | Officer | UNITED BANK, 225 ASYLUM ST, HARTFORD, CT, 06103, United States | No data | 38 TREAT RD.,, GLASTONBURY, CT, 06033, United States |
| CHRISTOPHER NARDONE | Officer | UNITED BANK, 225 ASYLUM ST, HARTFORD, CT, 06103, United States | No data | 17 EAGLE ROCK TRAIL, MARLBOROUGH, CT, 06447, United States |
| MARLIESE L. SHAW | Officer | UNITED BANK, 225 ASYLUM ST, HARTFORD, CT, 06103, United States | No data | 6 FAWN TRAIL, TOLLAND, CT, 06084, United States |
| BRANDON C. LOREY | Officer | UNITED BANK, 225 ASYLUM ST, HARTFORD, CT, 06103, United States | No data | 52 CHARLTON DRIVE, SOUTH GLASTONBURY, CT, 06073, United States |
| ERIC R. NEWELL | Officer | UNITED BANK, 225 ASYLUM ST, HARTFORD, CT, 06103, United States | No data | 36 BACKLAND ROAD, GLASTONBURY, CT, 06073, United States |
| Name | Role | Business address | Mailing address | Residence address | |
|---|---|---|---|---|---|
| ELIZABETH K. WYNNICK | Agent | UNITED BANK, 45 GLASTONBURY BLVD, GLASTONBURY, CT, 06033, United States | UNITED BANK, 45 GLASTONBURY BLVD, GLASTONBURY, CT, 06033, United States | MSHAW@BANKATUNITED.COM | 146 GRINNELL STREET, MILFORD, CT, 06461, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | UNITED NORTHEAST FINANCIAL ADVISORS, INC. | UNITED WEALTH MANAGEMENT, INC. | 2018-04-11 |
| Name change | ROCKVILLE FINANCIAL SERVICES, INC. | UNITED NORTHEAST FINANCIAL ADVISORS, INC. | 2014-04-30 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| 0006532218 | 2019-04-12 | No data | Annual Report | Annual Report | 2019 |
| 0006159108 | 2018-04-11 | 2018-04-11 | Amendment | Amend Name | No data |
| 0006152060 | 2018-04-04 | No data | Annual Report | Annual Report | 2018 |
| 0005841813 | 2017-05-11 | No data | Annual Report | Annual Report | 2017 |
| 0005574735 | 2016-05-25 | No data | Annual Report | Annual Report | 2016 |
| 0005378883 | 2015-08-07 | 2015-08-07 | Change of Agent | Agent Change | No data |
| 0005359818 | 2015-07-03 | No data | Annual Report | Annual Report | 2014 |
| 0005359819 | 2015-07-03 | No data | Annual Report | Annual Report | 2015 |
| 0005101889 | 2014-05-06 | No data | Change of Business Address | Business Address Change | No data |
| 0005098913 | 2014-05-01 | No data | Interim Notice | Interim Notice | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
