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  5. Trivium Point Advisory, LLC

Trivium Point Advisory, LLC

Company Details

Entity Name: Trivium Point Advisory, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 18 May 2018
Business ALEI: 1273749
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 315 POST ROAD WEST, WESTPORT, CT, 06880, United States
Mailing address: 315 POST ROAD WEST, WESTPORT, CT, United States, 06880
Mailing jurisdiction address: 1209 ORANGE STREET, WILMINGTON, DE, 19801, United States
ZIP code: 06880
County: Fairfield
Place of Formation: DELAWARE
E-Mail: eastern@registeredagentsinc.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PARADIGM FINANCIAL PARTNERS, LLC 401K PROFIT SHARING PLAN & TRUST 2023 823880559 2024-08-24 PARADIGM FINANCIAL PARTNERS, LLC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9144165201
Plan sponsor’s address 315 POST ROAD WEST, SUITE 2-A, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2024-08-24
Name of individual signing RONALD PAC
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-08-24
Name of individual signing RONALD PAC
Valid signature Filed with authorized/valid electronic signature
PARADIGM FINANCIAL PARTNERS, LLC 401K PROFIT SHARING PLAN & TRUST 2023 823880559 2024-06-14 PARADIGM FINANCIAL PARTNERS, LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9144165201
Plan sponsor’s address 315 POST ROAD WEST, SUITE 2-A, WESTPORT, CT, 06880

Plan administrator’s name and address
Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of
Role Plan administrator
Date 2024-06-14
Name of individual signing LEE RAWISZER
Valid signature Filed with authorized/valid electronic signature
PARADIGM FINANCIAL PARTNERS, LLC 401K PROFIT SHARING PLAN & TRUST 2022 823880559 2023-07-13 PARADIGM FINANCIAL PARTNERS, LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2032213085
Plan sponsor’s address 315 POST ROAD WEST, SUITE 2-A, WESTPORT, CT, 06880

Plan administrator’s name and address
Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of
Role Plan administrator
Date 2023-07-13
Name of individual signing TARA EVANS
Valid signature Filed with authorized/valid electronic signature
PARADIGM FINANCIAL PARTNERS, LLC 401K PROFIT SHARING PLAN & TRUST 2021 823880559 2022-07-29 PARADIGM FINANCIAL PARTNERS, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2032213085
Plan sponsor’s address 315 POST ROAD WEST, SUITE 2-A, WESTPORT, CT, 06880

Plan administrator’s name and address
Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of
Role Plan administrator
Date 2022-07-29
Name of individual signing TARA EVANS
Valid signature Filed with authorized/valid electronic signature
PARADIGM FINANCIAL PARTNERS, LLC 401K PROFIT SHARING PLAN & TRUST 2020 823880559 2021-07-12 PARADIGM FINANCIAL PARTNERS, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2032213085
Plan sponsor’s address 315 POST ROAD WEST, WESTPORT, CT, 06880

Plan administrator’s name and address
Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of
Role Plan administrator
Date 2021-07-12
Name of individual signing LEE RAWISZER
Valid signature Filed with authorized/valid electronic signature
PARADIGM FINANCIAL PARTNERS, LLC 401K PROFIT SHARING PLAN & TRUST 2019 823880559 2020-06-17 PARADIGM FINANCIAL PARTNERS, LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2032213085
Plan sponsor’s address 315 POST ROAD WEST, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2020-06-17
Name of individual signing LEE RAWISZER
Valid signature Filed with authorized/valid electronic signature
PFP 401(K) RETIREMENT PLAN 2018 465700144 2019-07-10 PARADIGM FINANCIAL PARTNERS, LLC 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2032213085
Plan sponsor’s address 315 POST ROAD WEST, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2019-07-10
Name of individual signing LEE RAWISZER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-10
Name of individual signing LEE RAWISZER
Valid signature Filed with authorized/valid electronic signature
PFP 401(K) RETIREMENT PLAN 2018 465700144 2019-07-10 PARADIGM FINANCIAL PARTNERS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2032213085
Plan sponsor’s address 315 POST ROAD WEST, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2019-07-10
Name of individual signing LEE RAWISZER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-10
Name of individual signing LEE RAWISZER
Valid signature Filed with authorized/valid electronic signature
PFP 401(K) RETIREMENT PLAN 2017 465700144 2018-10-10 PARADIGM FINANCIAL PARTNERS, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2032213085
Plan sponsor’s address 315 POST ROAD WEST, WESTPORT, CT, 06880

Signature of
Role Plan administrator
Date 2018-10-10
Name of individual signing LEE RAWISZER, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-10
Name of individual signing LEE RAWISZER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
Registered Agents Inc Agent

Officer

Name Role Business address Residence address
DAVID GRAD HALPER Officer 315 POST ROAD WEST, WESTPORT, CT, 06880, United States 7 SPRING VALLEY ROAD, WESTON, CT, 06883, United States
LEE SCOTT RAWISZER Officer 315 POST ROAD WEST, WESTPORT, CT, 06880, United States 5 HARDING LANE, WESTPORT, CT, 06880, United States
Ron Pac Officer 315 POST ROAD WEST, WESTPORT, CT, 06880, United States 315 POST ROAD WEST, WESTPORT, CT, 06880, United States

History

Type Old value New value Date of change
Name change PARADIGM FINANCIAL PARTNERS, LLC Trivium Point Advisory, LLC 2023-12-19

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012194575 2024-03-25 No data Annual Report Annual Report No data
BF-0012499946 2023-12-19 2023-12-19 Name Change Amendment Amendment of Foreign Registration Statement No data
BF-0011223101 2023-12-13 No data Annual Report Annual Report No data
BF-0010221315 2022-03-21 No data Annual Report Annual Report 2022
0007146340 2021-02-11 No data Annual Report Annual Report 2021
0006824191 2020-03-10 No data Annual Report Annual Report 2020
0006632094 2019-08-27 2019-08-27 Change of Agent Agent Change No data
0006621573 2019-08-13 No data Annual Report Annual Report 2019
0006186768 2018-05-18 2018-05-18 Business Registration Certificate of Registration No data

Related by officers

LEE SCOTT RAWISZER

Trivium Point Insurance Group, LLC

Ron Pac

Trivium Point Insurance Group, LLC

Related by address

315 POST ROAD WEST, WESTPORT, CT, 06880, United States

LAW OFFICES OF NEAL ROGAN, LLC Trivium Point Insurance Group, LLC DISTRIBUTED ASSET SOLUTIONS LLC HALPER ASSOCIATES, INC. CT SOLAR (FUND IV) OPERATING, LLC

315 POST ROAD WEST, WESTPORT, CT, United States, 06880

LAW OFFICES OF NEAL ROGAN, LLC Trivium Point Insurance Group, LLC HALPER ASSOCIATES, INC. CT SOLAR (FUND IV) OPERATING, LLC

1209 ORANGE STREET, WILMINGTON, DE, 19801, United States

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Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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