| Entity Name: | INVESTMARK ADVISORY GROUP LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 21 Nov 2016 |
| Business ALEI: | 1222661 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523999 - Miscellaneous Financial Investment Activities |
| Business address: | 3 ENTERPRISE DR, SHELTON, CT, 06484, United States |
| Mailing address: | 3 ENTERPRISE DR, SUITE 401, SHELTON, CT, United States, 06484 |
| ZIP code: | 06484 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | KANDERSON@INVESTMARK.NET |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1926349 | 3 ENTERPRISE DRIVE, FOURTH FLOOR, SHELTON, CT, 06484 | 3 ENTERPRISE DRIVE, FOURTH FLOOR, SHELTON, CT, 06484 | 203-953-3777 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | N-PX |
| File number | 028-22445 |
| Filing date | 2024-08-30 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-14
| Form type | 13F-HR |
| File number | 028-22445 |
| Filing date | 2024-08-14 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-17
| Form type | 13F-HR |
| File number | 028-22445 |
| Filing date | 2024-05-17 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-14
| Form type | 13F-HR |
| File number | 028-22445 |
| Filing date | 2024-02-14 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-14
| Form type | 13F-HR |
| File number | 028-22445 |
| Filing date | 2023-11-14 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-14
| Form type | 13F-HR |
| File number | 028-22445 |
| Filing date | 2023-08-14 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-16
| Form type | 13F-HR |
| File number | 028-22445 |
| Filing date | 2023-05-16 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-24
| Form type | 13F-HR |
| File number | 028-22445 |
| Filing date | 2023-01-24 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-14
| Form type | 13F-HR |
| File number | 028-22445 |
| Filing date | 2022-11-14 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-15
| Form type | 13F-HR |
| File number | 028-22445 |
| Filing date | 2022-07-15 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-03
| Form type | 13F-HR/A |
| File number | 028-22445 |
| Filing date | 2022-05-03 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-05-03
| Form type | 13F-HR |
| File number | 028-22445 |
| Filing date | 2022-05-03 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2022-05-03
| Form type | 13F-HR |
| File number | 028-22445 |
| Filing date | 2022-05-03 |
| Reporting date | 2022-03-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INVESTMARK 401(K) RETIREMENT SAVINGS PLAN | 2023 | 814468421 | 2024-07-08 | INVESTMARK ADVISORY GROUP, LLC | 13 | |||||||||||||
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| INVESTMARK 401(K) RETIREMENT SAVINGS PLAN | 2022 | 814468421 | 2023-05-08 | INVESTMARK ADVISORY GROUP, LLC | 14 | |||||||||||||
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| INVESTMARK 401(K) RETIREMENT SAVINGS PLAN | 2021 | 814468421 | 2022-05-05 | INVESTMARK ADVISORY GROUP, LLC | 13 | |||||||||||||
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| INVESTMARK 401(K) RETIREMENT SAVINGS PLAN | 2020 | 814468421 | 2021-03-10 | INVESTMARK ADVISORY GROUP, LLC | 12 | |||||||||||||
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| INVESTMARK 401(K) RETIREMENT SAVINGS PLAN | 2019 | 814468421 | 2020-08-26 | INVESTMARK ADVISORY GROUP, LLC | 10 | |||||||||||||
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| INVESTMARK 401(K) RETIREMENT SAVINGS PLAN | 2018 | 814468421 | 2019-02-09 | INVESTMARK ADVISORY GROUP, LLC | 10 | |||||||||||||
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| INVESTMARK 401(K) RETIREMENT SAVINGS PLAN | 2017 | 814468421 | 2018-04-26 | INVESTMARK ADVISORY GROUP, LLC | 9 | |||||||||||||
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| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| KEITH E ANDERSON CPA | Agent | 139 BARNHILL ROAD, FAIRFIELD, CT, 06825, United States | 139 BARNHILL ROAD, FAIRFIELD, CT, 06825, United States | +1 203-521-1144 | KANDERSON@INVESTMARK.NET | 139 BARNHILL ROAD, FAIRFIELD, CT, 06825, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| MICHAEL KUSICK | Officer | 3 ENTERPRISE DR, SUITE 401, SHELTON, CT, 06484, United States | 79 GRIST MILL ROAD, MONROE, CT, 06468, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012251638 | 2024-01-20 | No data | Annual Report | Annual Report | No data |
| BF-0011459054 | 2023-02-27 | No data | Annual Report | Annual Report | No data |
| BF-0010297858 | 2022-03-23 | No data | Annual Report | Annual Report | 2022 |
| BF-0009900607 | 2021-12-02 | No data | Annual Report | Annual Report | No data |
| BF-0008564523 | 2021-12-02 | No data | Annual Report | Annual Report | 2020 |
| 0006391460 | 2019-02-19 | No data | Annual Report | Annual Report | 2019 |
| 0006083097 | 2018-02-16 | No data | Annual Report | Annual Report | 2017 |
| 0006083123 | 2018-02-16 | No data | Annual Report | Annual Report | 2018 |
| 0005700237 | 2016-11-21 | 2016-11-21 | Business Formation | Certificate of Organization | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
