| Entity Name: | BERGMAN-KATZ FINANCIAL SERVICES, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Dissolved |
| Date Formed: | 08 Jun 2001 |
| Date of dissolution: | 02 Feb 2021 |
| Business ALEI: | 0683481 |
| Business address: | 7 KENOSIA AVE SUITE 2C, DANBURY, CT, 06810 |
| ZIP code: | 06810 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | mbergman@bkfs.net |
| Name | Role | Business address | Residence address | |
|---|---|---|---|---|
| MICHAEL H BERGMAN | Agent | 15 VALLEY DRIVE, GREENWICH, CT, United States | mbergman@bkfs.net | 64 HOLMES ROAD, RIDGEFIELD, CT, 06877, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| MICHAEL H. BERGMAN | Officer | 7 KENOSIA AVE, SUITE 2C, DANBURY, CT, 06810, United States | 64 HOLMES RD., RIDGEFIELD, CT, 06877, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | BERGMAN PLANNING GROUP, LLC | BERGMAN-KATZ FINANCIAL SERVICES, LLC | 2003-11-13 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| 0007104105 | 2021-02-02 | 2021-02-02 | Dissolution | Certificate of Dissolution | No data |
| 0004017191 | 2009-08-31 | No data | Annual Report | Annual Report | 2008 |
| 0004017189 | 2009-08-31 | No data | Annual Report | Annual Report | 2007 |
| 0004017185 | 2009-08-31 | No data | Annual Report | Annual Report | 2004 |
| 0004017188 | 2009-08-31 | No data | Annual Report | Annual Report | 2006 |
| 0004017186 | 2009-08-31 | No data | Annual Report | Annual Report | 2005 |
| 0004017192 | 2009-08-31 | No data | Annual Report | Annual Report | 2009 |
| 0002739408 | 2003-12-03 | No data | Annual Report | Annual Report | 2002 |
| 0002739410 | 2003-12-03 | No data | Annual Report | Annual Report | 2003 |
| 0002639651 | 2003-11-13 | No data | Amendment | Amend Name | No data |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
