| Entity Name: | LIFESTYLE FINANCIAL STRATEGIES, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 07 Apr 2006 |
| Business ALEI: | 0855661 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 100 RIVERVIEW CENTER SUITE 316, MIDDLETOWN, CT, 06457, United States |
| Mailing address: | 100 RIVERVIEW CENTER SUITE 316, MIDDLETOWN, CT, United States, 06457 |
| ZIP code: | 06457 |
| County: | Middlesex |
| Place of Formation: | CONNECTICUT |
| E-Mail: | clifford.straub@lifestyle-financial.com |
| Name | Role |
|---|---|
| UPDIKE, KELLY & SPELLACY, P.C. | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| CLIFFORD O. STRAUB | Officer | 100 RIVERVIEW CENTER, SUITE 316, MIDDLETOWN, CT, 06457, United States | 117 NOTTINGHAM COURT, MERIDEN, CT, 06450, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012107351 | 2024-01-24 | No data | Annual Report | Annual Report | No data |
| BF-0011411651 | 2023-01-21 | No data | Annual Report | Annual Report | No data |
| BF-0010401403 | 2022-03-01 | No data | Annual Report | Annual Report | 2022 |
| BF-0010431256 | 2022-01-27 | 2022-01-28 | Mass Agent Change � Address | Agent Address Change | No data |
| 0007112170 | 2021-02-02 | No data | Annual Report | Annual Report | 2021 |
| 0006775221 | 2020-02-24 | No data | Annual Report | Annual Report | 2020 |
| 0006425486 | 2019-03-05 | No data | Annual Report | Annual Report | 2019 |
| 0006040796 | 2018-01-29 | No data | Annual Report | Annual Report | 2018 |
| 0005807320 | 2017-04-03 | No data | Annual Report | Annual Report | 2017 |
| 0005595259 | 2016-06-06 | 2016-06-06 | Change of Agent | Agent Change | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
