| Entity Name: | FINANCIAL SHERPA, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 09 Sep 2020 |
| Business ALEI: | 1358183 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 30 jannas lane, Madison, CT, 06443, United States |
| Mailing address: | 30 jannas lane, 301, Madison, CT, United States, 06443 |
| ZIP code: | 06443 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | SOPHIE@FINANCIAL-SHERPA.COM |
| Name | Role | Phone | Residence address | |
|---|---|---|---|---|
| SOPHIE HELENEK | Officer | +1 860-912-7271 | sophie@financial-sherpa.com | 30 JANNAS LANE, Madison, CT, 06443, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| SOPHIE HELENEK | Agent | 30 jannas lane, 301, Madison, CT, 06443, United States | 30 JANNAS LANE, MADISON, CT, 06443, United States | +1 860-912-7271 | sophie@financial-sherpa.com | 30 JANNAS LANE, Madison, CT, 06443, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012115616 | 2024-02-08 | No data | Annual Report | Annual Report | No data |
| BF-0011366157 | 2023-03-15 | No data | Annual Report | Annual Report | No data |
| BF-0010280202 | 2022-04-01 | No data | Annual Report | Annual Report | 2022 |
| BF-0009770821 | 2021-07-07 | No data | Annual Report | Annual Report | No data |
| 0006975909 | 2020-09-09 | 2020-09-09 | Business Formation | Certificate of Organization | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
