| Entity Name: | KESTRA PRIVATE WEALTH SERVICES, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Date Formed: | 03 Oct 2011 (Companies founded in October 2011) |
| Business ALEI: | 1050012 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 524298 - All Other Insurance Related Activities |
| Business address: | 3570 CARMEL MOUNTAIN ROAD STE. 150, SAN DIEGO, CA, 92130, United States |
| Mailing address: | 3570 CARMEL MOUNTAIN ROAD STE. 150, SAN DIEGO, CA, United States, 92130 |
| Place of Formation: | DELAWARE |
| E-Mail: | CLS-CTARMSevidence@wolterskluwer.com |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| R. BREDT NORWOOD | Officer | 3570 CARMEL MOUNTAIN ROAD STE. 150, SAN DIEGO, CA, 92130, United States | TWO POMPERAUG OFFICE PARK SUITES 301 & 205, SOUTHBURY, CT, 06488, United States |
| JAMES L. POER | Officer | 3570 CARMEL MOUNTAIN ROAD STE. 150, SAN DIEGO, CA, 92130, United States | TWO POMPERAUG OFFICE PARK SUITES 301 & 205, SOUTHBURY, CT, 06488, United States |
| JOHN VANDERHEYDEN | Officer | 3570 CARMEL MOUNTAIN ROAD STE. 150, SAN DIEGO, CA, 92130, United States | TWO POMPERAUG OFFICE PARK SUITES 301 & 205, SOUTHBURY, CT, 06488, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | WASHINGTON WEALTH MANAGEMENT, LLC | KESTRA PRIVATE WEALTH SERVICES, LLC | 2016-04-22 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012300856 | 2024-03-05 | No data | Annual Report | Annual Report | No data |
| BF-0011430282 | 2023-02-28 | No data | Annual Report | Annual Report | No data |
| BF-0010286290 | 2022-01-29 | No data | Annual Report | Annual Report | 2022 |
| 0007127651 | 2021-02-05 | No data | Annual Report | Annual Report | 2021 |
| 0006747202 | 2020-02-08 | No data | Annual Report | Annual Report | 2020 |
| 0006312253 | 2019-01-08 | No data | Annual Report | Annual Report | 2019 |
| 0006146888 | 2018-03-30 | No data | Annual Report | Annual Report | 2018 |
| 0005956591 | 2017-10-30 | No data | Annual Report | Annual Report | 2017 |
| 0005682581 | 2016-10-28 | No data | Annual Report | Annual Report | 2016 |
| 0005547631 | 2016-04-22 | 2016-04-22 | Amendment | Amend Name | No data |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
