| Entity Name: | PWM HOLDINGS, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 27 Sep 2019 |
| Business ALEI: | 1323124 |
| Annual report due: | 27 Sep 2024 |
| NAICS code: | 531390 - Other Activities Related to Real Estate |
| Business address: | 223 sunset avenue, palm beach, FL, 33480, United States |
| Mailing address: | 223 sunset avenue, 223, palm beach, FL, United States, 33480 |
| Place of Formation: | DELAWARE |
| E-Mail: | dbasner@tagassoc.com |
| Name | Role |
|---|---|
| COGENCY GLOBAL INC. | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| MARK L. FRIEDMAN | Officer | 223 SUNSET AVE SUITE 223, Palm Beach, FL, 33480, United States | 164 MURRAY AVE, LARCHMONT, NY, 10538, United States |
| ROBERT E. JACOBI SR. | Officer | 223 SUNSET AVE SUITE 223, Palm Beach, FL, 33480, United States | c/o tag associates 810 7th avenue, 7th floor, new york, NY, 10019, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| PETER W. MAY | Director | 223 SUNSET AVE SUITE 223, Palm Beach, FL, 33480, United States | 895 PARK AVENUE, NEW YORK, NY, 10022, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012687956 | 2024-07-11 | 2024-07-11 | Change of Agent | Agent Change | No data |
| BF-0011489853 | 2023-09-27 | No data | Annual Report | Annual Report | No data |
| BF-0011061984 | 2023-01-11 | No data | Annual Report | Annual Report | No data |
| BF-0008694116 | 2022-07-22 | No data | Annual Report | Annual Report | 2020 |
| BF-0009861603 | 2022-07-22 | No data | Annual Report | Annual Report | No data |
| BF-0010471785 | 2022-01-14 | 2022-01-14 | Mass Agent Change � Address | Agent Address Change | No data |
| 0006950703 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006943532 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006653027 | 2019-09-27 | 2019-09-27 | Business Registration | Certificate of Authority | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
