| Entity Name: | FINANCIAL PLANNING ASSOCIATION OF CONNECTICUT, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Non-Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 30 Aug 2004 |
| Business ALEI: | 0784492 |
| Annual report due: | 30 Aug 2025 |
| NAICS code: | 813910 - Business Associations |
| Business address: | 175 S END RD, UNIT A2, East Haven, CT, 06512, United States |
| Mailing address: | 175 S END RD, UNIT A2, East Haven, CT, United States, 06512 |
| ZIP code: | 06512 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | llsomerville@comcast.net |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| Lori Somerville | Agent | 175 S END RD, UNIT A2, East Haven, , 06512, United States | +1 203-747-1716 | llsomerville@comcast.net | C/O LORI L. SOMERVILLE 175 S END RD UNIT A2, EAST HAVEN, CT, 06512, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Paul Morrone | Officer | 5 Saint John Street, North Haven, CT, 06437, United States | 15 Lomartra Lane, Branford, CT, 06405, United States |
| Laura Sundquist | Officer | 548 Hopmeadow St, Simsbury, CT, 06070-2415, United States | 39 Pioneer Dr, New Hartford, CT, 06057, United States |
| David Karachuk | Officer | 9 Rayfield Rd, Westport, CT, 06880-4526, United States | 9 Rayfield Rd, Westport, CT, 06880-4526, United States |
| Salim Boutagy | Officer | 2150 Post Rd, Suite 2011, Fairfield, CT, 06824-5669, United States | 17 Manor Dr, Trumbull, CT, 06611-3924, United States |
| Credential | Credential type | Status | Status reason | Issue date | Effective date | Expiration date |
|---|---|---|---|---|---|---|
| CHR.0056784-EXEMPT | PUBLIC CHARITY-EXEMPT FROM FINANCIAL REQUIREMENTS | ACTIVE | No data | 2013-03-22 | 2013-06-01 | No data |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | FPA OF CONNECTICUT VALLEY, INC. | FINANCIAL PLANNING ASSOCIATION OF CONNECTICUT, INC. | 2021-03-22 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012081392 | 2024-08-28 | No data | Annual Report | Annual Report | No data |
| BF-0012684435 | 2024-07-08 | 2024-07-08 | Change of Business Address | Business Address Change | No data |
| BF-0012684443 | 2024-07-08 | 2024-07-08 | Interim Notice | Interim Notice | No data |
| BF-0012684424 | 2024-07-08 | 2024-07-08 | Change of Email Address | Business Email Address Change | No data |
| BF-0012684410 | 2024-07-08 | 2024-07-08 | Change of Agent | Agent Change | No data |
| BF-0011279933 | 2023-10-10 | No data | Annual Report | Annual Report | No data |
| BF-0010298449 | 2022-10-18 | No data | Annual Report | Annual Report | 2022 |
| BF-0009910934 | 2021-10-18 | No data | Annual Report | Annual Report | No data |
| BF-0008142108 | 2021-06-23 | No data | Annual Report | Annual Report | 2020 |
| 0007264458 | 2021-03-22 | 2021-03-22 | Amendment | Amend Name | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
