| Entity Name: | OPEN ROAD WEALTH SERVICES, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 22 Dec 2018 |
| Business ALEI: | 1294001 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 110 WASHINGTON AVENUE 4TH FLOOR, NORTH HAVEN, CT, 06473, United States |
| Mailing address: | 110 WASHINGTON AVENUE 4TH FLOOR, NORTH HAVEN, CT, United States, 06473 |
| ZIP code: | 06473 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | brucea@openroadws.com |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| BRUCE ANESI | Officer | 110 WASHINGTON AVENUE 4TH FLOOR, NORTH HAVEN, CT, 06473, United States | +1 203-640-4079 | BRUCE.ANESI@LPL.COM | 91 HIGH HILL RD, WALLINGFORD, CT, 06492, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| BRUCE ANESI | Agent | 110 WASHINGTON AVENUE 4TH FLOOR, NORTH HAVEN, CT, 06473, United States | 110 WASHINGTON AVENUE 4TH FLOOR, NORTH HAVEN, CT, 06473, United States | +1 203-640-4079 | BRUCE.ANESI@LPL.COM | 91 HIGH HILL RD, WALLINGFORD, CT, 06492, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012068503 | 2024-03-01 | No data | Annual Report | Annual Report | No data |
| BF-0011237341 | 2023-03-20 | No data | Annual Report | Annual Report | No data |
| BF-0010254310 | 2022-03-31 | No data | Annual Report | Annual Report | 2022 |
| 0007123890 | 2021-02-04 | No data | Annual Report | Annual Report | 2021 |
| 0006875088 | 2020-04-04 | 2020-04-04 | Change of Email Address | Business Email Address Change | No data |
| 0006865161 | 2020-03-31 | No data | Annual Report | Annual Report | 2020 |
| 0006443122 | 2019-03-11 | No data | Annual Report | Annual Report | 2019 |
| 0006297969 | 2018-12-22 | 2018-12-22 | Business Formation | Certificate of Organization | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
