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RIVERSIDE WEALTH MANAGEMENT, LLC

Company Details

Entity Name: RIVERSIDE WEALTH MANAGEMENT, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Dissolved
Date Formed: 02 Jul 2008 (Companies founded in July 2008)
Date of dissolution: 20 Sep 2016
Business ALEI: 0942875
Business address: 33 RIVERSIDE AVENUE 5TH FLOOR, WESTPORT, CT, 06880
ZIP code: 06880 (Companies in Fairfield, 06880)
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: blomas@llbhpwm.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LLBH GROUP PRIVATE WEALTH MNGMT,LLC PROFIT-SHARING PLAN 2009 263533635 2010-10-05 LLBH GROUP PRIVATE WEALTH MANAGEMENT,LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2036831532
Plan sponsor’s address 33 RIVERSIDE AVE., 5TH FLOOR, WESTPORT, CT, 06880

Plan administrator’s name and address

Administrator’s EIN 263533635
Plan administrator’s name LLBH GROUP PRIVATE WEALTH MANAGEMENT,LLC
Plan administrator’s address 33 RIVERSIDE AVE., 5TH FLOOR, WESTPORT, CT, 06880
Administrator’s telephone number 2036831532

Signature of

Role Plan administrator
Date 2010-10-05
Name of individual signing WILLIAM LOMAS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-10-05
Name of individual signing WILLIAM LOMAS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Residence address
JAMES PRATT-HEANEY Agent 33 RIVERSIDE PLAZA, WESTPORT, CT, 06880, United States 7 CHRISTINA LANE, WESTON, CT, 06883, United States

Officer

Name Role Business address Residence address
WILLIAM ALAN LOMAS Officer 33 RIVERSIDE AVENUE, FAIRFIELD, CT, 06824, United States 293 LYONS PLAIN ROAD, WESTON, CT, United States

History

Type Old value New value Date of change
Name change LLBH GROUP PRIVATE WEALTH MANAGEMENT, LLC RIVERSIDE WEALTH MANAGEMENT, LLC 2009-12-10
Name change WHITE OAK WEALTH ADVISORS, LLC LLBH GROUP PRIVATE WEALTH MANAGEMENT, LLC 2008-10-20

Filing

Filing number Filing date Effective date Filing category Filing type Report year
0005654673 2016-09-20 2016-09-20 Dissolution Certificate of Dissolution No data
0004884530 2013-06-26 No data Annual Report Annual Report 2012
0004673197 2012-06-21 No data Annual Report Annual Report 2011
0004287817 2010-12-03 No data Change of Agent Agent Change No data
0004258626 2010-08-20 No data Annual Report Annual Report 2010
0004063392 2009-12-10 No data Amendment Amend Name No data
0003999761 2009-07-27 No data Annual Report Annual Report 2009
0003846374 2009-01-12 No data Designation Of Address Designation Of Address No data
0003797651 2008-10-20 No data Amendment Amend Name No data
0003719170 2008-07-02 No data Business Formation Certificate of Organization No data

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website