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 |
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 | |||||||||||||||||||||||||||||||||||||||||
|
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 |
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 |
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 |
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 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