SPURSTONE WEALTH MANAGEMENT, LLC
Date of last update: 21 Apr 2025. Data updated weekly.
| Entity Name: | SPURSTONE WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 26 Mar 2009 |
| Business ALEI: | 0966831 |
| Annual report due: | 31 Mar 2026 |
| Business address: | 12 SCOVIL RD, HIGGANUM, CT, 06441, United States |
| Mailing address: | 12 SCOVIL RD, HIGGANUM, CT, United States, 06441 |
| ZIP code: | 06441 |
| County: | Middlesex |
| Place of Formation: | CONNECTICUT |
| E-Mail: | timothy.golas@spurstone.com |
NAICS
524210 Insurance Agencies and BrokeragesThis industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SPURSTONE 401(K) PLAN | 2023 | 264545691 | 2024-05-16 | SPURSTONE WEALTH MANAGEMENT LLC | 3 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-05-16 |
| Name of individual signing | TIMOTHY GOLAS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-10-01 |
| Business code | 541990 |
| Sponsor’s telephone number | 8602641111 |
| Plan sponsor’s address | 12 SCOVIL ROAD, HIGGANUM, CT, 06441 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-14 |
| Name of individual signing | TIMOTHY GOLAS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-10-01 |
| Business code | 541990 |
| Sponsor’s telephone number | 8602641111 |
| Plan sponsor’s address | 12 SCOVIL ROAD, HIGGANUM, CT, 06441 |
Signature of
| Role | Plan administrator |
| Date | 2022-04-26 |
| Name of individual signing | TIMOTHY GOLAS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-10-01 |
| Business code | 541990 |
| Sponsor’s telephone number | 8602641111 |
| Plan sponsor’s address | 12 SCOVIL ROAD, HIGGANUM, CT, 06441 |
Signature of
| Role | Plan administrator |
| Date | 2021-06-29 |
| Name of individual signing | TIMOTHY GOLAS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-10-01 |
| Business code | 541990 |
| Sponsor’s telephone number | 8602641111 |
| Plan sponsor’s address | 15 ENSIGN DRIVE, AVON, CT, 06001 |
Signature of
| Role | Plan administrator |
| Date | 2020-04-15 |
| Name of individual signing | TIMOTHY GOLAS |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address |
|---|---|---|
| SPURSTONE ADVISORY SERVICE, LLC | Officer | 12 SCOVIL RD, HIGGANUM, CT, 06441, United States |
| Name | Role |
|---|---|
| REMBISH & LASARACINA, LLC | Agent |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012996252 | 2025-03-03 | - | Annual Report | Annual Report | - |
| BF-0012278893 | 2024-01-29 | - | Annual Report | Annual Report | - |
| BF-0011292033 | 2023-01-30 | - | Annual Report | Annual Report | - |
| BF-0010216319 | 2022-02-17 | - | Annual Report | Annual Report | 2022 |
| 0007051107 | 2021-01-04 | - | Annual Report | Annual Report | 2021 |
| 0006838987 | 2020-03-18 | - | Annual Report | Annual Report | 2020 |
| 0006391987 | 2019-02-19 | - | Annual Report | Annual Report | 2019 |
| 0006066731 | 2018-02-09 | - | Annual Report | Annual Report | 2017 |
| 0006066741 | 2018-02-09 | - | Annual Report | Annual Report | 2018 |
| 0005859511 | 2017-05-30 | 2017-05-30 | Interim Notice | Interim Notice | - |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3574027101 | 2020-04-11 | 0156 | PPP | 15 ENSIGN DR, AVON, CT, 06001-3705 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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This table presents a concise summary of a company's liens and debts, detailing essential information such as the lien type, debt amount, associated parties, and current status of each financial obligation.
| Subsequent Filing No | Status | Type | Filing Date | Lapse Date | Filing Type | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0003428297 | Active | OFS | 2021-03-02 | 2026-03-02 | ORIG FIN STMT | |||||||||||||
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| Name | SPURSTONE WEALTH MANAGEMENT, LLC |
| Role | Debtor |
| Name | LIBERTY BANK |
| Role | Secured Party |
Sources: Company Profile on Connecticut's Official State Website
* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information