| Entity Name: | B.T. BOWLER, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Date Formed: | 12 Jun 2012 (Companies founded in June 2012) |
| Branch of: | B.T. BOWLER, LLC (Company Number 2731085) (NEW YORK) |
| Business ALEI: | 1075138 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 187 DANBURY ROAD, SUITE 201, WILTON, CT, 06897, United States |
| Mailing address: | 187 DANBURY ROAD, SUITE 201, 201, WILTON, CT, United States, 06897 |
| Mailing jurisdiction address: | 187 Danbury Road, Wilton, NY, 06897, United States |
| ZIP code: | 06897 (Companies in Fairfield, 06897) |
| County: | Fairfield |
| Place of Formation: | NEW YORK |
| E-Mail: | emorro@roundrockadvisors.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| B. T. BOWLER, LLC RETIREMENT SAVINGS PLAN | 2016 | 030403470 | 2017-06-26 | B.T. BOWLER, LLC | 4 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2017-06-26 |
| Name of individual signing | BERT T BOWLER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2014-05-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039204774 |
| Plan sponsor’s address | 65 LOCUST AVE., SUITE 103, NEW CANAAN, CT, 06840 |
Signature of
| Role | Plan administrator |
| Date | 2016-08-09 |
| Name of individual signing | BERT T BOWLER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2014-05-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039204774 |
| Plan sponsor’s address | 65 LOCUST AVE., SUITE 103, NEW CANAAN, CT, 06840 |
Signature of
| Role | Plan administrator |
| Date | 2015-07-23 |
| Name of individual signing | BERT T BOWLER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| BERT T BOWLER | Officer | 187 DANBURY ROAD, SUITE 201, WILTON, CT, 06897, United States | 128 HIGH RIDGE AVE., RIDGEFIELD, CT, 06877, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| BERT T. BOWLER | Agent | 187 DANBURY ROAD, SUITE 201, WILTON, CT, 06897, United States | 187 DANBURY ROAD, SUITE 201, WILTON, CT, 06897, United States | +1 914-299-9489 | emorro@roundrockadvisors.com | CT, 128 HIGH RIDGE AVENUE, RIDGEFIELD, CT, 06877, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012193995 | 2024-02-08 | No data | Annual Report | Annual Report | No data |
| BF-0011432089 | 2023-01-12 | No data | Annual Report | Annual Report | No data |
| BF-0010383202 | 2022-03-28 | No data | Annual Report | Annual Report | 2022 |
| 0007163485 | 2021-02-16 | No data | Annual Report | Annual Report | 2021 |
| 0006792173 | 2020-02-27 | No data | Annual Report | Annual Report | 2020 |
| 0006629084 | 2019-08-22 | 2019-08-22 | Change of Business Address | Business Address Change | No data |
| 0006629125 | 2019-08-22 | 2019-08-22 | Change of Agent Address | Agent Address Change | No data |
| 0006391941 | 2019-02-19 | No data | Annual Report | Annual Report | 2019 |
| 0006331818 | 2019-01-22 | No data | Annual Report | Annual Report | 2018 |
| 0006331812 | 2019-01-22 | No data | Annual Report | Annual Report | 2017 |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
