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ANCHORPATH FINANCIAL, LLC

Company Details

Entity Name: ANCHORPATH FINANCIAL, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Withdrawn
Date Formed: 07 Mar 2011
Business ALEI: 1030984
Annual report due: 31 Mar 2022
NAICS code: 523930 - Investment Advice
Business address: 1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105, United States
Mailing address: 1345 AVENUE OF THE AMERICAS, NEW YORK, NY, United States, 10105
Mailing jurisdiction address: 16192 COASTAL HIGHWAY, LEWES, DE, 19958, United States
Place of Formation: DELAWARE
E-Mail: shay.sapp@alliancebernstein.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ANCHORPATH FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST 2017 273136283 2018-07-16 ANCHORPATH FINANCIAL, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2038933600
Plan sponsor’s address 1266 E MAIN STREET, SUITE 700R, STAMFORD, CT, 06902

Signature of

Role Plan administrator
Date 2018-07-16
Name of individual signing MARSHALL GREENBAUM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-16
Name of individual signing MARSHALL GREENBAUM
Valid signature Filed with authorized/valid electronic signature
ANCHORPATH FINANCIAL 401 K PROFIT SHARING PLAN TRUST 2016 273136283 2017-07-11 ANCHORPATH FINANCIAL, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2038933600
Plan sponsor’s address 1266 E MAIN STREET SUITE 700, STAMFORD, CT, 06902

Signature of

Role Plan administrator
Date 2017-07-11
Name of individual signing MARSHALL GREENBAUM
Valid signature Filed with authorized/valid electronic signature
ANCHORPATH FINANCIAL 401 K PROFIT SHARING PLAN TRUST 2015 273136283 2016-07-21 ANCHORPATH FINANCIAL, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2038933600
Plan sponsor’s address 1266 E MAIN STREET SUITE 700R, STAMFORD, CT, 06902

Signature of

Role Plan administrator
Date 2016-07-21
Name of individual signing MARSHALL C. GREENBAUM
Valid signature Filed with authorized/valid electronic signature
ANCHORPATH FINANCIAL, LLC 401 K PROFIT SHARING PLAN TRUST 2014 273136283 2015-07-23 ANCHORPATH FINANCIAL, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2038933600
Plan sponsor’s address 1266 E MAIN STREET SUITE 700, STAMFORD, CT, 06902

Signature of

Role Plan administrator
Date 2015-07-23
Name of individual signing MARSHALL C. GREENBAUM
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address
Secretary of State Agent 165 Capitol Ave., P.O. BOX 150470, Hartford, CT, 06115-0470, United States

Officer

Name Role Business address Residence address
DAVID LESSER Officer 1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105, United States 501 Commerce Street, Nashville, TN, 37203, United States
NICHOLAS NACLERIO Officer 1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105, United States 1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105, United States
MARK MANLEY Officer 1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105, United States 1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
0007316731 2021-04-29 2021-04-29 Withdrawal Statement of Withdrawal Registration No data
0007271898 2021-03-30 No data Annual Report Annual Report 2021
0006793203 2020-02-27 No data Annual Report Annual Report 2020
0006479217 2019-03-20 No data Annual Report Annual Report 2019
0006370244 2019-02-07 No data Annual Report Annual Report 2018
0006067362 2018-02-09 No data Annual Report Annual Report 2017
0005968355 2017-11-16 2017-11-16 Change of Agent Agent Change No data
0005492815 2016-02-24 No data Annual Report Annual Report 2016
0005278158 2015-02-13 No data Annual Report Annual Report 2015
0005048673 2014-02-26 No data Annual Report Annual Report 2014

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website