| Entity Name: | TD WEALTH MANAGEMENT SERVICES INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report past due |
| Date Formed: | 14 Mar 2006 |
| Business ALEI: | 0852382 |
| Annual report due: | 14 Mar 2024 |
| NAICS code: | 525190 - Other Insurance Funds |
| Business address: | 12000 Horizon Way, Mount Laurel, NJ, 08054, United States |
| Mailing address: | 12000 Horizon Way, Third Floor, Mount Laurel, NJ, United States, 08054 |
| Place of Formation: | PENNSYLVANIA |
| E-Mail: | Compliancemail@cscinfo.com |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| ALAN CHABOT | Director | 12000 Horizon Way, Third Floor, Mount Laurel, NJ, 08054, United States | 12000 Horizon Way, Third Floor, Mount Laurel, NJ, 08054, United States |
| JEFFREY SUNDRAM | Director | 12000 Horizon Way, Third Floor, Mount Laurel, NJ, 08054, United States | 12000 Horizon Way, Third Floor, Mount Laurel, NJ, 08054, United States |
| Peter Scott Mottek | Director | 12000 Horizon Way, Third Floor, Mount Laurel, NJ, 08054, United States | 12000 Horizon Way, Third Floor, Mount Laurel, NJ, 08054, United States |
| James Beam | Director | 12000 Horizon Way, Third Floor, Mount Laurel, NJ, 08054, United States | 6620 WEST BROAD STREET, RICHMOND, VA, 23230, United States |
| ALYSON KLUG | Director | 12000 Horizon Way, Third Floor, Mount Laurel, NJ, 08054, United States | 12000 Horizon Way, Third Floor, Mount Laurel, NJ, 08054, United States |
| GURDEEP SINGH | Director | 12000 Horizon Way, Third Floor, Mount Laurel, NJ, 08054, United States | 12000 Horizon Way, Third Floor, Mount Laurel, NJ, 08054, United States |
| KENNETH THOMPSON | Director | 12000 Horizon Way, Third Floor, Mount Laurel, NJ, 08054, United States | GOOD CAUSE SHOWN FOR OMITTING ADDRESS PURSUANT TO CGS 33-922, MIAMISBURG, OH, 02458, United States |
| ANDREW BREGENZER | Director | 12000 Horizon Way, Third Floor, Mount Laurel, NJ, 08054, United States | 12000 Horizon Way, Third Floor, Mount Laurel, NJ, 08054, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Gurdeep Singh | Officer | 12000 Horizon Way, Third Floor, Mount Laurel, NJ, 08054, United States | 146 Prospect St, Vernon, CT, 06066-3153, United States |
| ROHAN BARNETT | Officer | 12000 Horizon Way, Third Floor, Mount Laurel, NJ, 08054, United States | 12000 Horizon Way, Third Floor, Mount Laurel, NJ, 08054, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | COMMERCE CAPITAL MARKETS, INC. | TD WEALTH MANAGEMENT SERVICES INC. | 2009-04-09 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0011410778 | 2024-02-02 | No data | Annual Report | Annual Report | No data |
| BF-0010226677 | 2022-03-29 | No data | Annual Report | Annual Report | 2022 |
| BF-0010479238 | 2022-01-14 | 2022-01-14 | Mass Agent Change � Address | Agent Address Change | No data |
| 0007270904 | 2021-03-30 | No data | Annual Report | Annual Report | 2021 |
| 0006943532 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006950703 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006766975 | 2020-02-20 | No data | Annual Report | Annual Report | 2020 |
| 0006492909 | 2019-03-26 | No data | Annual Report | Annual Report | 2019 |
| 0006123262 | 2018-03-14 | No data | Annual Report | Annual Report | 2018 |
| 0005776007 | 2017-02-28 | No data | Annual Report | Annual Report | 2017 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
