| Entity Name: | Egidio Lennon Wealth Management, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 23 Jun 2009 |
| Business ALEI: | 0975548 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 20 REALTY DRIVE, CHESHIRE, CT, 06410, United States |
| Mailing address: | 20 REALTY DRIVE, CHESHIRE, CT, United States, 06410 |
| ZIP code: | 06410 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | brittany@egidiolennon.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| Mark Egidio | Agent | 20 REALTY DRIVE, CHESHIRE, CT, 06410, United States | 20 REALTY DRIVE, CHESHIRE, CT, 06410, United States | +1 860-538-3050 | mark@egidiolennon.com | 80 River Edge Farms Rd, Madison, CT, 06443-2756, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| MARK EGIDIO | Officer | 20 REALTY DRIVE, CHESHIRE, CT, 06410, United States | 170 ROXBURY ROAD, PLANTSVILLE, CT, 06479, United States |
| MARC LENNON | Officer | 20 REALTY DRIVE, CHESHIRE, CT, 06410, United States | 180 HIGH TOWER ROAD, SOUTHINGTON, CT, 06489, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | EGIDIO ASSANTE LENNON WEALTH MANAGEMENT, LLC | Egidio Lennon Wealth Management, LLC | 2022-08-22 |
| Name change | EGIDIO ASSANTE WEALTH MANAGEMENT, LLC | EGIDIO ASSANTE LENNON WEALTH MANAGEMENT, LLC | 2019-09-03 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012278034 | 2024-03-14 | No data | Annual Report | Annual Report | No data |
| BF-0011175554 | 2023-02-13 | No data | Annual Report | Annual Report | No data |
| BF-0010979892 | 2022-08-22 | 2022-08-22 | Name Change Amendment | Certificate of Amendment | No data |
| BF-0010251821 | 2022-03-10 | No data | Annual Report | Annual Report | 2022 |
| 0007204541 | 2021-03-04 | No data | Annual Report | Annual Report | 2021 |
| 0007204537 | 2021-03-04 | No data | Annual Report | Annual Report | 2020 |
| 0006663093 | 2019-10-18 | 2019-10-18 | Interim Notice | Interim Notice | No data |
| 0006639731 | 2019-09-03 | 2019-09-03 | Amendment | Amend Name | No data |
| 0006629931 | 2019-08-23 | No data | Annual Report | Annual Report | 2017 |
| 0006629933 | 2019-08-23 | No data | Annual Report | Annual Report | 2018 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
