| Entity Name: | Forte Financial, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 08 Feb 2019 |
| Business ALEI: | 1298807 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 522310 - Mortgage and Nonmortgage Loan Brokers |
| Business address: | 96 DANBURY ROAD, RIDGEFIELD, CT, 06877, United States |
| Mailing address: | 96 DANBURY ROAD, RIDGEFIELD, CT, United States, 06877 |
| ZIP code: | 06877 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | jforte@fortefinancial.com |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | Forte Financial, LLC | 5698777 | NEW YORK |
| Headquarter of | Forte Financial, LLC | M20000002452 | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FORTE FINANCIAL, LLC CASH BALANCE PLAN | 2023 | 841913234 | 2024-04-05 | FORTE FINANCIAL, LLC | 4 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-04-05 |
| Name of individual signing | JAMES FORTE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2021-01-01 |
| Business code | 454390 |
| Sponsor’s telephone number | 2039426860 |
| Plan sponsor’s address | 96 DANBURY ROAD, RIDGEFIELD, CT, 06877 |
Signature of
| Role | Plan administrator |
| Date | 2024-04-05 |
| Name of individual signing | JAMES FORTE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2021-01-01 |
| Business code | 454390 |
| Sponsor’s telephone number | 2039426860 |
| Plan sponsor’s address | 96 DANBURY ROAD, RIDGEFIELD, CT, 06877 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-20 |
| Name of individual signing | JAMES FORTE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 454390 |
| Sponsor’s telephone number | 2039426860 |
| Plan sponsor’s address | 96 DANBURY ROAD, RIDGEFIELD, CT, 06877 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-20 |
| Name of individual signing | JAMES FORTE |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| YORIO LAW GROUP, P.C. | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| JAMES FORTE | Officer | 96 DANBURY ROAD, RIDGEFIELD, CT, 06877, United States | 418 N SALEM ROAD, RIDGEFIELD, CT, 06877, United States |
| ASHLEY FORTE | Officer | 96 DANBURY ROAD, RIDGEFIELD, CT, 06877, United States | 96 DANBURY ROAD, RIDGEFIELD, CT, 06877, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | Forte Financial Mortgage Group LLC | Forte Financial, LLC | 2021-11-04 |
| Name change | FORTE FINANCIAL, LLC | Forte Financial Mortgage Group LLC | 2021-11-02 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012123860 | 2024-01-12 | No data | Annual Report | Annual Report | No data |
| BF-0011242779 | 2023-01-24 | No data | Annual Report | Annual Report | No data |
| BF-0010368625 | 2022-02-03 | No data | Annual Report | Annual Report | 2022 |
| BF-0010141353 | 2021-11-04 | 2021-11-04 | Name Change Amendment | Certificate of Amendment | No data |
| BF-0010124635 | 2021-10-02 | 2021-11-02 | Name Change Amendment | Certificate of Amendment | No data |
| 0007333786 | 2021-05-12 | 2021-05-12 | Interim Notice | Interim Notice | No data |
| 0007175192 | 2021-02-18 | No data | Annual Report | Annual Report | 2021 |
| 0006868351 | 2020-04-01 | No data | Annual Report | Annual Report | 2020 |
| 0006653122 | 2019-10-02 | 2019-10-02 | Change of Business Address | Business Address Change | No data |
| 0006653129 | 2019-10-02 | 2019-10-02 | Interim Notice | Interim Notice | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
