| Entity Name: | Lead with Julie Tran LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 25 Sep 2019 (Companies founded in September 2019) |
| Business ALEI: | 1322526 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 4100 Mountain Trek St, Las Vegas, NV, 89129-3669, United States |
| Mailing address: | 4100 Mountain Trek St, Las Vegas, NV, United States, 89129-3669 |
| Place of Formation: | CONNECTICUT |
| E-Mail: | dtepp@teppwealth.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| Suzanne Danna | Agent | 88 W Main St., Milford, CT, 06460, United States | 88 W Main St., Milford, CT, 06460, United States | +1 201-780-8226 | julie@leadwithjulietran.com | 88 W Main St., Milford, CT, 06460, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| JULIE TRAN ZICCARDI | Officer | 4100 Mountain Trek St, Las Vegas, NV, 89129-3669, United States | 4100 Mountain Trek St, Las Vegas, NV, 89129-3669, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | LEADING AF LLC | Lead with Julie Tran LLC | 2023-10-26 |
| Name change | LEVEL UP ASSET MANAGEMENT LLC | LEADING AF LLC | 2020-08-12 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012127575 | 2024-03-28 | No data | Annual Report | Annual Report | No data |
| BF-0012034861 | 2023-10-26 | 2023-10-26 | Change of Agent | Agent Change | No data |
| BF-0012034855 | 2023-10-26 | 2023-10-26 | Name Change Amendment | Certificate of Amendment | No data |
| BF-0011997354 | 2023-09-27 | 2023-09-27 | Change of Business Address | Business Address Change | No data |
| BF-0011489369 | 2023-03-22 | No data | Annual Report | Annual Report | No data |
| BF-0010308809 | 2022-03-18 | No data | Annual Report | Annual Report | 2022 |
| 0007214858 | 2021-03-10 | No data | Annual Report | Annual Report | 2021 |
| 0007020248 | 2020-11-09 | 2020-11-09 | Change of Agent | Agent Change | No data |
| 0006962585 | 2020-08-12 | 2020-08-12 | Amendment | Amend Name | No data |
| 0006831227 | 2020-03-13 | No data | Annual Report | Annual Report | 2020 |
Date of last update: 18 Nov 2024
Sources: Connecticut's Official State Website
