| Entity Name: | HERITAGE PRIVATE WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 01 Nov 2007 |
| Business ALEI: | 0917570 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523999 - Miscellaneous Financial Investment Activities |
| Business address: | 22 BRIDLE PATH TRL, MONROE, CT, 06468, United States |
| Mailing address: | 22 BRIDLE PATH TRAIL, MONROE, CT, United States, 06468 |
| ZIP code: | 06468 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | tpalomba@heritageprivatewm.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| Anthony Palomba | Agent | 22 Bridle Path Trl, Monroe, CT, 06468-1087, United States | 22 Bridle Path Trl, Monroe, CT, 06468-1087, United States | +1 203-906-8953 | tmpalomba@yahoo.com | 22 Bridle Path Trl, Monroe, CT, 06468-1087, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| ANTHONY M. PALOMBA | Officer | 22 BRIDLE PATH TRL, MONROE, CT, 06468, United States | 22 BRIDLE PATH TRL, MONROE, CT, 06468, United States |
| ILONA L. PALOMBA | Officer | 22 BRIDLE PATH TRL, MONROE, CT, 06468, United States | 22 BRIDLE PATH TRL, MONROE, CT, 06468, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | TONY M. PALOMBA SOUNDVIEW FINANCIAL ASSOCIATES, LLC | HERITAGE PRIVATE WEALTH MANAGEMENT, LLC | 2014-06-04 |
| Name change | TONY M. PALOMBA, FINANCIAL PLANNER AND INVESTMENT ADVISER, LLC | TONY M. PALOMBA SOUNDVIEW FINANCIAL ASSOCIATES, LLC | 2008-04-21 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012291117 | 2024-01-18 | No data | Annual Report | Annual Report | No data |
| BF-0011421460 | 2023-01-23 | No data | Annual Report | Annual Report | No data |
| BF-0010200446 | 2022-02-28 | No data | Annual Report | Annual Report | 2022 |
| 0007153789 | 2021-02-15 | No data | Annual Report | Annual Report | 2021 |
| 0007029183 | 2020-12-01 | 2020-12-01 | Interim Notice | Interim Notice | No data |
| 0006800325 | 2020-02-29 | No data | Annual Report | Annual Report | 2020 |
| 0006367123 | 2019-02-06 | No data | Annual Report | Annual Report | 2019 |
| 0006130552 | 2018-03-20 | No data | Annual Report | Annual Report | 2018 |
| 0006025061 | 2018-01-22 | No data | Annual Report | Annual Report | 2017 |
| 0005716423 | 2016-12-12 | No data | Annual Report | Annual Report | 2014 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
