| Entity Name: | INNOVEST FINANCIAL SERVICES, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 02 Jul 2004 |
| Business ALEI: | 0789909 |
| Annual report due: | 02 Jul 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 268 HAZARD AVE, ENFIELD, CT, 06082, United States |
| Mailing address: | 268 HAZARD AVE, ENFIELD, CT, United States, 06082 |
| ZIP code: | 06082 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 20000 |
| E-Mail: | cary@innfin.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INNOVEST FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | 2023 | 832973748 | 2024-07-31 | INNOVEST FINANCIAL SERVICES, INC. | 3 | |||||||||||||
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| INNOVEST FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | 2022 | 832973748 | 2023-07-25 | INNOVEST FINANCIAL SERVICES, INC. | 2 | |||||||||||||
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| CARY RUBMAN, CPA CFP 401(K) PROFIT SHARING PLAN | 2021 | 832973748 | 2022-06-08 | INNOVEST FINANCIAL SERVICES, INC. | 3 | |||||||||||||
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| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| DEREK MEADE | Agent | 268 HAZARD AVE, ENFIELD, CT, 06082, United States | 268 HAZARD AVE, ENFIELD, CT, 06082, United States | +1 860-558-4436 | derek@innfin.com | 124 COLD SPRING LANE, SUFFIELD, CT, 06078, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| CARY RUBMAN | Officer | 268 HAZARD AVE, ENFIELD, CT, 06082, United States | 42 ARDSLEY RD, LONGMEADOW, MA, 01106, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | INNOVEST FINANCIAL SERVICES, LLC | INNOVEST FINANCIAL SERVICES, INC. | 2019-01-18 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012318623 | 2024-06-03 | No data | Annual Report | Annual Report | No data |
| BF-0011280585 | 2023-06-15 | No data | Annual Report | Annual Report | No data |
| BF-0010388342 | 2022-06-03 | No data | Annual Report | Annual Report | 2022 |
| BF-0009760309 | 2021-07-09 | No data | Annual Report | Annual Report | No data |
| 0006928378 | 2020-06-20 | No data | Annual Report | Annual Report | 2020 |
| 0006404248 | 2019-02-11 | 2019-02-11 | First Report | Organization and First Report | No data |
| 0006332799 | 2019-01-18 | 2019-01-18 | Conversion | Certificate of Conversion | No data |
| 0006212417 | 2018-07-09 | No data | Annual Report | Annual Report | 2018 |
| 0005881974 | 2017-07-07 | No data | Annual Report | Annual Report | 2017 |
| 0005881915 | 2017-07-07 | No data | Annual Report | Annual Report | 2014 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
