| Entity Name: | WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 16 Aug 1995 |
| Business ALEI: | 0520516 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523999 - Miscellaneous Financial Investment Activities |
| Business address: | 10 TALCOTT NOTCH RD. SUITE 103 SUITE 103, FARMINGTON, CT, 06032, United States |
| Mailing address: | 10 TALCOTT NOTCH RD. SUITE 103, FARMINGTON, CT, United States, 06032 |
| ZIP code: | 06032 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | brian@wmgna.com |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| DANIEL J FRIEDMAN | Officer | 10 TALCOTT NOTCH RD. SUITE 103, FARMINGTON, CT, 06032, United States | No data | No data | 84 BLUE RIDGE LANE, WEST HARTFORD, CT, 06117, United States |
| BRIAN P BECK | Officer | 10 TALCOTT NOTCH RD., SUITE 103, FARMINGTON, CT, 06032, United States | +1 860-679-5255 | STACEE@WMGNA.COM | CONNECTICUT, 10 TALCOTT NOTCH RD, STE 103, FARMINGTON, CT, 06032, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| BRIAN P BECK | Agent | 10 TALCOTT NOTCH RD, STE 103, FARMINGTON, CT, 06032, United States | 10 TALCOTT NOTCH RD, STE 103, FARMINGTON, CT, 06032, United States | +1 860-679-5255 | STACEE@WMGNA.COM | CONNECTICUT, 10 TALCOTT NOTCH RD, STE 103, FARMINGTON, CT, 06032, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | SOUND FINANCIAL STRATEGIES, LLC | WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC | 2003-12-19 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012360586 | 2024-02-27 | No data | Annual Report | Annual Report | No data |
| BF-0011258892 | 2024-02-27 | No data | Annual Report | Annual Report | No data |
| BF-0010386409 | 2022-03-08 | No data | Annual Report | Annual Report | 2022 |
| 0007129062 | 2021-02-05 | No data | Annual Report | Annual Report | 2021 |
| 0006788377 | 2020-02-21 | No data | Annual Report | Annual Report | 2020 |
| 0006442309 | 2019-03-11 | No data | Annual Report | Annual Report | 2019 |
| 0006442264 | 2019-03-11 | No data | Annual Report | Annual Report | 2017 |
| 0006442291 | 2019-03-11 | No data | Annual Report | Annual Report | 2018 |
| 0005624258 | 2016-08-08 | No data | Annual Report | Annual Report | 2016 |
| 0005430559 | 2015-11-16 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 20 Jan 2025
Sources: Connecticut's Official State Website
