| Entity Name: | CHARTER OAK MORTGAGE & INVESTMENT COMPANY, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 03 Oct 2012 |
| Business ALEI: | 1085001 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523999 - Miscellaneous Financial Investment Activities |
| Business address: | 3 CHARTER OAK PLACE, HARTFORD, CT, 06106, United States |
| Mailing address: | 3 CHARTER OAK PLACE, HARTFORD, CT, United States, 06106 |
| ZIP code: | 06106 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | hkatz@atlanticdev.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JOHN BECK | Agent | SIEGEL, O'CONNOR, O'DONNELL & BECK, P.C., 755 Main Street - 20th Fl, HARTFORD, CT, 06103, United States | SIEGEL, O'CONNOR, O'DONNELL & BECK, P.C., 755 Main Street - 20th Fl, HARTFORD, CT, 06103, United States | +1 860-900-0623 | hkatz@atlanticdev.com | 464 SOUTH RIVER RD., TOLLAND, CT, 06084, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| MARK BREEN | Officer | 15957 N. 81 ST., SUITE 101, SCOTTSDALE, AZ, 85260, United States | No data |
| JESSICA RAYMOND | Officer | 15957 N. 81ST STREET., SUITE 101, SCOTTSDALE, AZ, 85260, United States | 6853 EAST MONTREAL PLACE, SCOTTSDALE, AZ, 85254, United States |
| STUART KATZ | Officer | 3 CHARTER OAK PLACE, HARTFORD, CT, 06106, United States | 128 DAVENPORT DR, STAMFORD, CT, 06902, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012098931 | 2024-01-17 | No data | Annual Report | Annual Report | No data |
| BF-0011438651 | 2023-01-16 | No data | Annual Report | Annual Report | No data |
| BF-0010257235 | 2022-04-06 | No data | Annual Report | Annual Report | 2022 |
| 0007362339 | 2021-06-08 | No data | Annual Report | Annual Report | 2021 |
| 0006905042 | 2020-05-15 | No data | Annual Report | Annual Report | 2020 |
| 0006388370 | 2019-02-18 | No data | Annual Report | Annual Report | 2019 |
| 0006328867 | 2019-01-21 | No data | Annual Report | Annual Report | 2018 |
| 0006013585 | 2018-01-17 | No data | Annual Report | Annual Report | 2017 |
| 0005664432 | 2016-10-04 | No data | Annual Report | Annual Report | 2016 |
| 0005630705 | 2016-08-15 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
