| Entity Name: | MIDSTATE INSURANCE & FINANCIAL SERVICES, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 05 Jan 2010 |
| Business ALEI: | 0991920 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 219 Addison Rd, GLASTONBURY, CT, 06033, United States |
| Mailing address: | 219 Addison Rd, Unit 401, GLASTONBURY, CT, United States, 06033 |
| ZIP code: | 06033 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | info@summit-rs.com |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| JAY FORGIONE | Officer | 83 GROUSE HILL RD, GLASTONBURY, CT, 06033, United States | +1 860-951-2033 | jay.forgione@gmail.com | CT, 83 GROUSE HILL RD, GLASTONBURY, CT, 06033, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JAY FORGIONE | Agent | 219 Addison Rd, unit 401, GLASTONBURY, CT, 06033, United States | 83 GROUSE HILL RD, GLASTONBURY, CT, 06033, United States | +1 860-951-2033 | jay.forgione@gmail.com | CT, 83 GROUSE HILL RD, GLASTONBURY, CT, 06033, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012196909 | 2024-01-24 | No data | Annual Report | Annual Report | No data |
| BF-0011175188 | 2023-01-23 | No data | Annual Report | Annual Report | No data |
| BF-0010398337 | 2022-03-02 | No data | Annual Report | Annual Report | 2022 |
| 0007099287 | 2021-02-01 | No data | Annual Report | Annual Report | 2021 |
| 0006778289 | 2020-02-24 | No data | Annual Report | Annual Report | 2020 |
| 0006374727 | 2019-02-09 | No data | Annual Report | Annual Report | 2019 |
| 0006281492 | 2018-11-21 | No data | Annual Report | Annual Report | 2015 |
| 0006281491 | 2018-11-21 | No data | Annual Report | Annual Report | 2014 |
| 0006281490 | 2018-11-21 | No data | Annual Report | Annual Report | 2013 |
| 0006281495 | 2018-11-21 | No data | Annual Report | Annual Report | 2018 |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
