| Entity Name: | OAK BRANCH ADVISORS LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Date Formed: | 13 Feb 2013 (Companies founded in February 2013) |
| Business ALEI: | 1096393 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 522390 - Other Activities Related to Credit Intermediation |
| Business address: | 100 Reserve Rd, Danbury, CT, 06810-5267, United States |
| Mailing address: | 100 Reserve Rd, Danbury, CT, United States, 06810-5267 |
| Mailing jurisdiction address: | 21 BRUNDIGE DRIVE, GOLDENS BRIDGE, DE, 10526, United States |
| Office jurisdiction address: | C/O CORPORATION SERVICE COMPANY 2711 CENTERVILLE ROAD SUITE 400, WILMINGTON, DE, 19808, United States |
| ZIP code: | 06810 (Companies in Fairfield, 06810) |
| County: | Fairfield |
| Place of Formation: | DELAWARE |
| E-Mail: | finance@oakbranchadvisors.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OAK BRANCH ADVISORS 401(K) PLAN | 2019 | 823391798 | 2020-09-18 | OAK BRANCH ADVISORS LLC | 23 | |||||||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2020-09-18 |
| Name of individual signing | CHAD BURHANCE |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2020-09-18 |
| Name of individual signing | CHAD BURHANCE |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| CHAD BURHANCE | Officer | 39 OLD RIDGEBURY ROAD, DANBURY, CT, 06810, United States | 21 BRUNDIGE DRIVE, GOLDENS BRIDGE, NY, 10526, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | NEWOAK CREDIT SERVICES LLC | OAK BRANCH ADVISORS LLC | 2017-06-19 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012241204 | 2024-03-13 | No data | Annual Report | Annual Report | No data |
| BF-0011303671 | 2023-05-22 | No data | Annual Report | Annual Report | No data |
| BF-0010386233 | 2022-04-05 | No data | Annual Report | Annual Report | 2022 |
| BF-0010478430 | 2022-01-14 | 2022-01-14 | Mass Agent Change � Address | Agent Address Change | No data |
| 0007102746 | 2021-02-01 | No data | Annual Report | Annual Report | 2021 |
| 0006943532 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006950703 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006785767 | 2020-02-26 | No data | Annual Report | Annual Report | 2020 |
| 0006396823 | 2019-02-21 | No data | Annual Report | Annual Report | 2019 |
| 0006206769 | 2018-06-26 | No data | Annual Report | Annual Report | 2018 |
Date of last update: 04 Nov 2024
Sources: Connecticut's Official State Website
