| Entity Name: | TRADEWINDS WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 05 Oct 2009 |
| Business ALEI: | 0984772 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 325 HIGHLAND AVENUE, CHESHIRE, CT, 06410, United States |
| Mailing address: | 325 HIGHLAND AVENUE, 201, CHESHIRE, CT, United States, 06410 |
| ZIP code: | 06410 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | jeremy.beitel@securitiesamerica.com |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| JEREMY BEITEL | Officer | 325 HIGHLAND AVENUE, SUITE 201, CHESHIRE, CT, 06410, United States | +1 203-889-0067 | jeremy.beitel@securitiesamerica.com | 760 RUSTIC LANE, CHESHIRE, CT, 06410, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JEREMY BEITEL | Agent | 325 HIGHLAND AVENUE, SUITE 201, CHESHIRE, CT, 06410, United States | 325 HIGHLAND AVENUE, SUITE 201, CHESHIRE, CT, 06410, United States | +1 203-889-0067 | jeremy.beitel@securitiesamerica.com | 760 RUSTIC LANE, CHESHIRE, CT, 06410, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012201540 | 2024-01-29 | No data | Annual Report | Annual Report | No data |
| BF-0011180118 | 2023-01-31 | No data | Annual Report | Annual Report | No data |
| BF-0010335233 | 2022-05-17 | No data | Annual Report | Annual Report | 2022 |
| 0007098697 | 2021-02-01 | No data | Annual Report | Annual Report | 2017 |
| 0007098635 | 2021-02-01 | No data | Annual Report | Annual Report | 2015 |
| 0007098721 | 2021-02-01 | No data | Annual Report | Annual Report | 2018 |
| 0007098776 | 2021-02-01 | No data | Annual Report | Annual Report | 2020 |
| 0007098750 | 2021-02-01 | No data | Annual Report | Annual Report | 2019 |
| 0007098802 | 2021-02-01 | No data | Annual Report | Annual Report | 2021 |
| 0007098663 | 2021-02-01 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
