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ELLIOTT WEALTH MANAGEMENT SERVICES, LLC

Headquarter

Company Details

Entity Name: ELLIOTT WEALTH MANAGEMENT SERVICES, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Dissolved
Date Formed: 19 Feb 2010
Date of dissolution: 08 Mar 2024
Business ALEI: 0996898
NAICS code: 523930 - Investment Advice
Business address: 84 Doral Ln, Southington, CT, 06489-1631, United States
Mailing address: 84 Doral Ln, Southington, CT, United States, 06489-1631
ZIP code: 06489
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: jcalandra@elliottwealth.com

Links between entities

Type Company Name Company Number State
Headquarter of ELLIOTT WEALTH MANAGEMENT SERVICES, LLC, FLORIDA M14000001906 FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN 2023 271927611 2024-01-19 ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2032170398
Plan sponsor’s address 84 DORAL LANE, SOUTHINGTON, CT, 06489

Signature of

Role Plan administrator
Date 2024-01-19
Name of individual signing CHRISTOPHER CALANDRA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-01-19
Name of individual signing CHRISTOPHER CALANDRA
Valid signature Filed with authorized/valid electronic signature
ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN 2022 271927611 2023-04-21 ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8605160238
Plan sponsor’s address 84 DORAL LANE, SOUTHINGTON, CT, 06489

Signature of

Role Plan administrator
Date 2023-04-21
Name of individual signing JOELLE CALANDRA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-04-21
Name of individual signing JOELLE CALANDRA
Valid signature Filed with authorized/valid electronic signature
ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN 2021 271927611 2022-06-03 ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8605160238
Plan sponsor’s address 84 DORAL LANE, SOUTHINGTON, CT, 06489

Signature of

Role Plan administrator
Date 2022-06-03
Name of individual signing CHRISTOPHER CALANDRA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-03
Name of individual signing CHRISTOPHER CALANDRA
Valid signature Filed with authorized/valid electronic signature
ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN 2020 271927611 2021-06-08 ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8605160238
Plan sponsor’s address 84 DORAL LANE, SOUTHINGTON, CT, 06489

Signature of

Role Plan administrator
Date 2021-06-08
Name of individual signing CHRISTOPHER J CALANDRA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-08
Name of individual signing CHRISTOPHER J CALANDRA
Valid signature Filed with authorized/valid electronic signature
ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN 2019 271927611 2020-07-19 ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8605160238
Plan sponsor’s address 84 DORAL LANE, SOUTHINGTON, CT, 06489

Signature of

Role Plan administrator
Date 2020-07-19
Name of individual signing CHRISTOPHER CALANDRA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-19
Name of individual signing CHRISTOPHER CALANDRA
Valid signature Filed with authorized/valid electronic signature
ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN 2018 271927611 2019-07-30 ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8605160238
Plan sponsor’s address 84 DORAL LANE, SOUTHINGTON, CT, 06489

Signature of

Role Plan administrator
Date 2019-07-30
Name of individual signing JOELLE CALANDRA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-30
Name of individual signing JOELLE CALANDRA
Valid signature Filed with authorized/valid electronic signature
ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN 2017 271927611 2018-07-23 ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8605160238
Plan sponsor’s address 84 DORAL LANE, SOUTHINGTON, CT, 06489

Signature of

Role Plan administrator
Date 2018-07-23
Name of individual signing CHRISTOPHER CALANDRA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-23
Name of individual signing CHRISTOPHER CALANDRA
Valid signature Filed with authorized/valid electronic signature
ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN 2016 271927611 2017-07-24 ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8605160238
Plan sponsor’s address 84 DORAL LANE, SOUTHINGTON, CT, 06489

Signature of

Role Plan administrator
Date 2017-07-24
Name of individual signing CHRISTOPHER CALANDRA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-24
Name of individual signing CHRISTOPHER CALANDRA
Valid signature Filed with authorized/valid electronic signature
ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN 2015 271927611 2016-07-25 ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8605160238
Plan sponsor’s address 84 DORAL LANE, SOUTHINGTON, CT, 06489

Signature of

Role Plan administrator
Date 2016-07-25
Name of individual signing CHRISTOPHER CALANDRA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-25
Name of individual signing CHRISTOPHER CALANDRA
Valid signature Filed with authorized/valid electronic signature
ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN 2014 271927611 2015-07-02 ELLIOTT WEALTH MANAGEMENT SERVICES, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 8605160238
Plan sponsor’s address 84 DORAL LANE, SOUTHINGTON, CT, 06489

Signature of

Role Plan administrator
Date 2015-07-02
Name of individual signing CHRISTOPHER J. CALANDRA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-02
Name of individual signing CHRISTOPHER J. CALANDRA
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
CHRISTOPHER CALANDRA Agent 84 Doral Ln, Southington, CT, 06489-1631, United States 84 Doral Ln, Southington, CT, 06489-1631, United States +1 860-302-6398 JCALANDRA@ELLIOTTWEALTH.COM 84 DORAL LANE, SOUTHINGTON, CT, 06489, United States

Officer

Name Role Business address Phone E-Mail Residence address
CHRISTOPHER CALANDRA Officer 176 LANING STREET, SOUTHINGTON, CT, 06489, United States +1 860-302-6398 JCALANDRA@ELLIOTTWEALTH.COM 84 DORAL LANE, SOUTHINGTON, CT, 06489, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012579321 2024-03-08 2024-03-08 Dissolution Certificate of Dissolution No data
BF-0011178471 2023-01-23 No data Annual Report Annual Report No data
BF-0010278453 2022-03-09 No data Annual Report Annual Report 2022
0007092891 2021-02-01 No data Annual Report Annual Report 2021
0006792982 2020-02-25 No data Annual Report Annual Report 2020
0006312038 2019-01-08 No data Annual Report Annual Report 2019
0006009139 2018-01-16 No data Annual Report Annual Report 2018
0005778957 2017-03-02 No data Annual Report Annual Report 2017
0005756071 2017-01-31 No data Annual Report Annual Report 2016
0005475055 2016-01-28 No data Annual Report Annual Report 2015

Date of last update: 06 Jan 2025

Sources: Connecticut's Official State Website