| Entity Name: | Financial Coach, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Dissolved |
| Date Formed: | 23 Sep 2002 |
| Business ALEI: | 0726383 |
| NAICS code: | 524113 - Direct Life Insurance Carriers |
| Business address: | 10 Paddock Lane, GUILFORD, CT, 06437, United States |
| Mailing address: | 10 Paddock Lane, GUILFORD, CT, United States, 06437 |
| ZIP code: | 06437 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | gtoffredi@gmail.com |
| Name | Role | Business address | Residence address | |
|---|---|---|---|---|
| GENE T. OFFREDI | Officer | 652 BOSTON POST RD., UNIT 3 SUITE, GUILFORD, CT, 06437, United States | geneoffredi@netzero.net | 10 PADDOCK LANE, GUILFORD, CT, 06437, United States |
| Name | Role | Business address | Mailing address | Residence address | |
|---|---|---|---|---|---|
| GENE T. OFFREDI | Agent | 652 BOSTON POST ROAD, SUITE 3, GUILFORD, CT, 06437, United States | 652 BOSTON POST ROAD, SUITE 3, GUILFORD, CT, 06437, United States | geneoffredi@netzero.net | 10 PADDOCK LANE, GUILFORD, CT, 06437, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | TAX REDUCTION COACH, LLC | Financial Coach, LLC | 2021-07-19 |
| Name change | SUMMIT INVESTOR COACH, LLC | TAX REDUCTION COACH, LLC | 2020-03-06 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0010502721 | 2022-03-02 | 2022-03-02 | Dissolution | Certificate of Dissolution | No data |
| BF-0010087606 | 2021-07-19 | 2021-07-19 | Name Change Amendment | Certificate of Amendment | No data |
| BF-0010087612 | 2021-07-19 | 2021-07-19 | Change of Business Address | Business Address Change | No data |
| 0007332147 | 2021-05-12 | No data | Annual Report | Annual Report | 2021 |
| 0006836298 | 2020-03-17 | No data | Annual Report | Annual Report | 2020 |
| 0006821437 | 2020-03-06 | 2020-03-06 | Amendment | Amend Name | No data |
| 0006452085 | 2019-03-12 | No data | Annual Report | Annual Report | 2019 |
| 0006451993 | 2019-03-12 | No data | Annual Report | Annual Report | 2017 |
| 0006452034 | 2019-03-12 | No data | Annual Report | Annual Report | 2018 |
| 0005936715 | 2017-09-28 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
