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B and D Wealth Management LLC

Company Details

Entity Name: B and D Wealth Management LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 29 Apr 2024
Business ALEI: 2997500
Annual report due: 31 Mar 2025
NAICS code: 523999 - Miscellaneous Financial Investment Activities
Business address: 30 Tower Lane, Avon, CT, 06001, United States
Mailing address: 30 Tower Lane, 345, Avon, CT, United States, 06001
ZIP code: 06001
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: gdesmarais@cppwealth.com

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Brett Bartkiewicz Agent 30 Tower Lane, 345, Avon, CT, 06001, United States 30 Tower Lane, 345, Avon, CT, 06001, United States +1 860-305-9255 bbartkiewicz@cppwealth.com 46 Lofgren Rd, Avon, CT, 06001-3170, United States

Officer

Name Role Business address Phone E-Mail Residence address
Gregg Desmarais Officer 30 Tower Lane, 345, Avon, CT, 06001, United States No data No data 78 Hillside Rd, Southwick, MA, 01007, United States
Brett Bartkiewicz Officer 30 Tower Lane, 345, Avon, CT, 06001, United States +1 860-305-9255 bbartkiewicz@cppwealth.com 46 Lofgren Rd, Avon, CT, 06001-3170, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012623815 2024-04-29 No data Business Formation Certificate of Organization No data

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website