| Entity Name: | BPWSO ADVISORS LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Dissolved |
| Date Formed: | 02 Mar 2012 |
| Date of dissolution: | 19 Mar 2024 |
| Business ALEI: | 1063964 |
| NAICS code: | 523920 - Portfolio Management |
| Business address: | 285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT, 06880, United States |
| Mailing address: | 285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT, United States, 06880 |
| ZIP code: | 06880 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | ameltzer@balancepointcapital.com |
| Name | Role |
|---|---|
| R&C SERVICE COMPANY | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| B. LANCE SAUERTEIG | Officer | 285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT, 06880, United States | 7060 LIONS HEAD LANE, BOCA RATON, FL, 33496, United States |
| SETH ALVORD | Officer | 285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT, 06880, United States | 370 WAHACKME ROAD, NEW CANAAN, CT, 06841, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | WSO ADVISORS LLC | BPWSO ADVISORS LLC | 2012-04-03 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012732829 | 2024-08-14 | No data | Mass Agent Change � Address | Agent Address Change | No data |
| BF-0012587982 | 2024-03-19 | 2024-03-19 | Dissolution | Certificate of Dissolution | No data |
| BF-0011432754 | 2023-03-22 | No data | Annual Report | Annual Report | No data |
| BF-0010313212 | 2022-05-16 | No data | Annual Report | Annual Report | 2022 |
| 0007335233 | 2021-05-13 | No data | Annual Report | Annual Report | 2021 |
| 0006755839 | 2020-02-13 | No data | Annual Report | Annual Report | 2019 |
| 0006755832 | 2020-02-13 | No data | Annual Report | Annual Report | 2018 |
| 0006755825 | 2020-02-13 | No data | Annual Report | Annual Report | 2015 |
| 0006755830 | 2020-02-13 | No data | Annual Report | Annual Report | 2017 |
| 0006755841 | 2020-02-13 | No data | Annual Report | Annual Report | 2020 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
