| Entity Name: | WFA CAPITAL ADVISORS LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 19 Feb 2014 (Companies founded in February 2014) |
| Business ALEI: | 1132297 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 15 River Rd Ste. 15B, Wilton, CT, 06897, United States |
| Mailing address: | 15 River Rd Ste. 15B, Wilton, CT, United States, 06897 |
| ZIP code: | 06897 (Companies in Fairfield, 06897) |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | ravi@wfaglobal.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| Ravi Bhagavatula | Agent | 15 River Rd, Ste. 15B, WILTON, CT, 06897, United States | 15 River Rd, Ste. 15B, WILTON, CT, 06897, United States | +1 203-249-1202 | ravi@wfaglobal.com | 21 Crowne Pond Ln, Wilton, CT, 06897-3029, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| RAVI S. BHAGAVATULA | Officer | 15 River Rd Ste. 15B, Wilton, CT, 06897, United States | 21 CROWNE POND LN, WILTON, CT, 06897, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | SIRI CAPITAL ADVISORS LLC | WFA CAPITAL ADVISORS LLC | 2023-09-11 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012229199 | 2024-03-25 | No data | Annual Report | Annual Report | No data |
| BF-0011967957 | 2023-09-11 | 2023-09-11 | Name Change Amendment | Certificate of Amendment | No data |
| BF-0011321179 | 2023-07-19 | No data | Annual Report | Annual Report | No data |
| BF-0010829208 | 2023-07-17 | No data | Annual Report | Annual Report | No data |
| BF-0009910392 | 2023-07-17 | No data | Annual Report | Annual Report | No data |
| BF-0009076601 | 2023-07-13 | No data | Annual Report | Annual Report | 2020 |
| 0006506815 | 2019-03-29 | No data | Annual Report | Annual Report | 2019 |
| 0006215635 | 2018-07-13 | No data | Annual Report | Annual Report | 2018 |
| 0005993002 | 2017-12-29 | No data | Annual Report | Annual Report | 2016 |
| 0005993008 | 2017-12-29 | No data | Annual Report | Annual Report | 2017 |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
