| Entity Name: | CW Advisors, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Date Formed: | 24 Jul 2020 (Companies founded in July 2020) |
| Business ALEI: | 1352483 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 155 SEAPORT BLVD., 3RD FLOOR, BOSTON, MA, 02110, United States |
| Mailing address: | 155 SEAPORT BLVD., 3RD FLOOR, BOSTON, MA, United States, 02110 |
| Place of Formation: | DELAWARE |
| E-Mail: | jackie.billard@afslaw.com |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| KENNETH ZANNONI | Officer | 155 SEAPORT BLVD., 3RD FLOOR, BOSTON, MA, 02110, United States | 155 SEAPORT BLVD., 3RD FLOOR, BOSTON, MA, 02110, United States |
| RICHARD VILLIOTTE | Officer | 155 SEAPORT BLVD., 3RD FLOOR, BOSTON, MA, 02110, United States | 155 SEAPORT BLVD., 3RD FLOOR, BOSTON, MA, 02110, United States |
| PAUL LONERGAN | Officer | 155 SEAPORT BLVD., 3RD FLOOR, BOSTON, MA, 02110, United States | 155 SEAPORT BLVD., 3RD FLOOR, BOSTON, MA, 02110, United States |
| Name | Role | Business address | Mailing address | |
|---|---|---|---|---|
| Secretary of State | Agent | 165 Capitol Ave., P.O. BOX 150470, P.O. BOX 150470, Hartford, CT, 06115-0470, United States | 165 CAPITOL AVENUE, P.O. BOX 150470, HARTFORD, CT, 06115-0470, United States | JACKIE.BILLARD@ARENTFOX.COM |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | CONGRESS WEALTH MANAGEMENT LLC | CW Advisors, LLC | 2024-01-10 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012374870 | 2024-03-18 | No data | Annual Report | Annual Report | No data |
| BF-0012524810 | 2024-01-10 | 2024-01-10 | Amendment | Amendment of Foreign Registration Statement | No data |
| BF-0012524904 | 2024-01-10 | 2024-01-10 | Interim Notice | Interim Notice | No data |
| BF-0011370867 | 2023-01-29 | No data | Annual Report | Annual Report | No data |
| BF-0010217729 | 2022-02-03 | No data | Annual Report | Annual Report | 2022 |
| 0007184065 | 2021-02-23 | No data | Annual Report | Annual Report | 2021 |
| 0006952911 | 2020-07-24 | 2020-07-24 | Business Registration | Certificate of Registration | No data |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
