| Entity Name: | MYFINANCIALPRO, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 01 Aug 2005 |
| Business ALEI: | 0829253 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 4 RESEARCH DR, SHELTON, CT, 06484, United States |
| Mailing address: | 4 RESEARCH DR, STE 402, SHELTON, CT, United States, 06484 |
| ZIP code: | 06484 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | steve@myFinancial.pro |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| STEPHEN J. LUPKAS | Officer | 4 RESEARCH DR, STE 402, SHELTON, CT, 06484, United States | 7 BRUCE DRIVE, SHELTON, CT, 06484, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| STEPHEN J LUPKAS | Agent | 4 RESEARCH DR STE 402, SHELTON, CT, 06484, United States | 7 BRUCE DR, SHELTON, CT, 06484, United States | +1 203-922-1192 | steve@myfinancial.pro | CT, 7 BRUCE DR, SHELTON, CT, 06484, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | DOCKSIDE WEALTH ADVISORS, LLC | MYFINANCIALPRO, LLC | 2020-12-02 |
| Name change | J. STEPHENS WEALTH MANAGEMENT, LLC | DOCKSIDE WEALTH ADVISORS, LLC | 2013-04-04 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012321399 | 2024-02-05 | No data | Annual Report | Annual Report | No data |
| BF-0011170533 | 2023-01-24 | No data | Annual Report | Annual Report | No data |
| BF-0010204820 | 2022-03-03 | No data | Annual Report | Annual Report | 2022 |
| 0007090957 | 2021-02-01 | No data | Annual Report | Annual Report | 2021 |
| 0007033089 | 2020-12-02 | 2020-12-02 | Amendment | Amend Name | No data |
| 0007029188 | 2020-12-01 | No data | Annual Report | Annual Report | 2018 |
| 0007029184 | 2020-12-01 | No data | Annual Report | Annual Report | 2015 |
| 0007029187 | 2020-12-01 | No data | Annual Report | Annual Report | 2017 |
| 0007029182 | 2020-12-01 | No data | Annual Report | Annual Report | 2014 |
| 0007029185 | 2020-12-01 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
