Entity Name: | FINANCIAL PLANNING ASSOCIATION OF CONNECTICUT, INC. |
Jurisdiction: | Connecticut |
Legal type: | Non-Stock |
Citizenship: | Domestic |
Status: | Active |
Date Formed: | 30 Aug 2004 (Companies founded in August 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 (Companies in New Haven, 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: 04 Nov 2024
Sources: Connecticut's Official State Website