| Entity Name: | BUCKINGHAM STRATEGIC WEALTH, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Date Formed: | 03 Jul 2019 (Companies founded in July 2019) |
| Business ALEI: | 1314468 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 875 3RD AVENUE 28TH FLOOR, NEW YORK, NY, 10022, United States |
| Mailing address: | 875 3RD AVENUE 28TH FLOOR, NEW YORK, NY, United States, 10022 |
| Place of Formation: | DELAWARE |
| E-Mail: | CLS-CTARMSevidence@wolterskluwer.com |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| FOCUS OPERATING, LLC | Officer | 875 3RD AVENUE 28TH FLOOR, NEW YORK, NY, 10022, United States | No data |
| J. RUSSELL MCGRANAHAN | Officer | 875 3RD AVENUE 28TH FLOOR, NEW YORK, NY, 10022, United States | 875 3RD AVENUE,28TH FLOOR, NEW YORK, NY, 10022, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | BUCKINGHAM ASSET MANAGEMENT, LLC | BUCKINGHAM STRATEGIC WEALTH, LLC | 2020-02-10 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012124228 | 2024-03-09 | No data | Annual Report | Annual Report | No data |
| BF-0011484138 | 2023-02-27 | No data | Annual Report | Annual Report | No data |
| BF-0010373320 | 2022-01-28 | No data | Annual Report | Annual Report | 2022 |
| 0007123173 | 2021-02-04 | No data | Annual Report | Annual Report | 2021 |
| 0006750894 | 2020-02-10 | 2020-02-10 | Amendment | Amend Name | No data |
| 0006749549 | 2020-02-10 | No data | Annual Report | Annual Report | 2020 |
| 0006590068 | 2019-07-03 | 2019-07-03 | Business Registration | Certificate of Registration | No data |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
