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KENNEDY WEALTH AND TAX MANAGEMENT, INC.

Company Details

Entity Name: KENNEDY WEALTH AND TAX MANAGEMENT, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Date Formed: 02 Sep 2014 (Companies founded in September 2014)
Business ALEI: 1153888
Annual report due: 02 Sep 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: ONE POMPERAUG OFFICE PARK, SUITE 307 ONE POMPERAUG OFFICE PARK, SUITE 307, SOUTHBURY, CT, 06488, United States
Mailing address: ONE POMPERAUG OFFICE PARK, SUITE 307 ONE POMPERAUG OFFICE PARK, SUITE 307, SOUTHBURY, CT, United States, 06488
ZIP code: 06488 (Companies in New Haven, 06488)
County: New Haven
Place of Formation: CONNECTICUT
Total authorized shares: 20000
E-Mail: kevin@kennedywealth.com

Officer

Name Role Business address Residence address
GREGORY J. BUNGER Officer ONE POMPERAUG OFFICE PARK, SUITE 307, ONE POMPERAUG OFFICE PARK, SUITE 307, SOUTHBURY, CT, 06488, United States 6 CEDAR HILL ROAD, NEWTOWN, CT, 06470, United States
KEVIN A. KENNEDY Officer ONE POMPERAUG OFFICE PARK, SUITE 307 ONE POMPERAUG OFFICE PARK, SUITE 307, SOUTHBURY, CT, 06488, United States 98 Carriage Ln, Roxbury, CT, 06783-1920, United States

Director

Name Role Business address Residence address
GREGORY J. BUNGER Director ONE POMPERAUG OFFICE PARK, SUITE 307, ONE POMPERAUG OFFICE PARK, SUITE 307, SOUTHBURY, CT, 06488, United States 6 CEDAR HILL ROAD, NEWTOWN, CT, 06470, United States
KEVIN A. KENNEDY Director ONE POMPERAUG OFFICE PARK, SUITE 307 ONE POMPERAUG OFFICE PARK, SUITE 307, SOUTHBURY, CT, 06488, United States 98 Carriage Ln, Roxbury, CT, 06783-1920, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Kevin Kennedy Agent ONE POMPERAUG OFFICE PARK, SUITE 307 ONE POMPERAUG OFFICE PARK, SUITE 307, SOUTHBURY, CT, 06488, United States ONE POMPERAUG OFFICE PARK, SUITE 307 ONE POMPERAUG OFFICE PARK, SUITE 307, SOUTHBURY, CT, 06488, United States +1 203-598-6420 kevinkennedy98@gmail.com 25 Reservoir Road, Old Saybrook, CT, 06475, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012366232 2024-08-20 No data Annual Report Annual Report No data
BF-0011193559 2023-10-10 No data Annual Report Annual Report No data
BF-0010280788 2022-08-05 No data Annual Report Annual Report 2022
BF-0009264496 2021-08-27 No data Annual Report Annual Report 2019
BF-0009842467 2021-08-27 No data Annual Report Annual Report No data
BF-0009264495 2021-08-27 No data Annual Report Annual Report 2020
0006176282 2018-05-03 2018-05-03 First Report Organization and First Report No data
0005178681 2014-09-02 No data Business Formation Certificate of Incorporation No data

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website