| Entity Name: | Liberty Wealth Advisors, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Withdrawn |
| Sub status: | Annual report past due |
| Date Formed: | 24 Jan 2022 (Companies founded in January 2022) |
| Business ALEI: | 2432626 |
| Annual report due: | 31 Mar 2024 |
| NAICS code: | 523999 - Miscellaneous Financial Investment Activities |
| Business address: | 16418 Carrara Way Unit 201, NAPLES, FL, 34110, United States |
| Mailing address: | 16418 Carrara Way Unit 201, NAPLES, FL, United States, 34110 |
| Mailing jurisdiction address: | 251 LITTLE FALLS DRIVE, WILMINGTON, DE, 19808, United States |
| Place of Formation: | DELAWARE |
| E-Mail: | jim@libertycapitalpartners.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LIBERTY WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST | 2022 | 800792628 | 2023-04-07 | LIBERTY WEALTH ADVISORS LLC | 3 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2023-04-07 |
| Name of individual signing | EDWARD ROJAS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 541990 |
| Sponsor’s telephone number | 2033236666 |
| Plan sponsor’s address | 707 SUMMER ST - 4TH FLOOR, STAMFORD, CT, 06901 |
Signature of
| Role | Plan administrator |
| Date | 2022-04-27 |
| Name of individual signing | EDWARD ROJAS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 541990 |
| Sponsor’s telephone number | 2033236666 |
| Plan sponsor’s address | 707 SUMMER ST - 4TH FLOOR, STAMFORD, CT, 06901 |
Signature of
| Role | Plan administrator |
| Date | 2021-04-07 |
| Name of individual signing | EDWARD ROJAS |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address |
|---|---|---|
| Secretary of State | Agent | 165 Capitol Ave., P.O. BOX 150470, Hartford, CT, 06115-0470, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| LIBERTY PS HOLDINGS, LLC | Officer | 4851 TAMIAMI TRAIL NORTH SUITE 200, NAPLES, FL, 34103, Mauritius | No data |
| James S. Gladney | Officer | No data | 16418 Carrara Way Unit 201, Naples, FL, 34110, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012564527 | 2024-02-27 | 2024-02-27 | Withdrawal | Statement of Withdrawal Registration | No data |
| BF-0011143610 | 2023-03-29 | No data | Annual Report | Annual Report | No data |
| BF-0010427528 | 2022-01-24 | 2022-01-24 | Business Registration | Foreign Registration Statement | No data |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
