| Entity Name: | AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 11 Apr 2011 |
| Branch of: | AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC., NEW YORK (Company Number 1448471) |
| Business ALEI: | 1034523 |
| Annual report due: | 11 Apr 2025 |
| NAICS code: | 523999 - Miscellaneous Financial Investment Activities |
| Business address: | 4250 VETERANS MEMORIAL HIGHWAY SUITE 4TH FL EAST, HOLBROOK, NY, 11741, United States |
| Mailing address: | 4250 VETERANS MEMORIAL HIGHWAY SUITE 4TH FL EAST, HOLBROOK, NY, United States, 11741 |
| Place of Formation: | NEW YORK |
| E-Mail: | compliancemail@cscglobal.com |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| David Schmidt | Officer | Suite 2000 20 E. Thomas Rd, Phoenix, AZ, 85012, United States | Suite 2000 20 E. Thomas Rd, Phoenix, AZ, 85012, United States |
| Lon Dolber | Officer | 4250 VETERANS MEMORIAL HIGHWAY SUITE 4TH FL EAST, HOLBROOK, NY, 11741, United States | 4250 VETERANS MEMORIAL HIGHWAY, 4TH FL EAST, HOLBROOK, NY, 11741, United States |
| Nina McKenna | Officer | 4250 VETERANS MEMORIAL HIGHWAY SUITE 4TH FL EAST, HOLBROOK, NY, 11741, United States | Suite 2000 20 E. Thomas Rd, Phoenix, AZ, 85012, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Matthew Schlueter | Director | Suite 750 2300 Windy Ridge Parkway, Atlanta, GA, 30339, United States | 10 EXCHANGE PLACE SUITE 1410, JERSEY CITY, NJ, 07302, United States |
| Greg Cornick | Director | Suite 2000 20 E. Thomas Rd, Phoenix, AZ, 85012, United States | Suite 2000 20 E. Thomas Rd, Phoenix, AZ, 85012, United States |
| Lon Dolber | Director | 4250 VETERANS MEMORIAL HIGHWAY SUITE 4TH FL EAST, HOLBROOK, NY, 11741, United States | 4250 VETERANS MEMORIAL HIGHWAY, 4TH FL EAST, HOLBROOK, NY, 11741, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012090827 | 2024-05-17 | No data | Annual Report | Annual Report | No data |
| BF-0011186323 | 2023-04-03 | No data | Annual Report | Annual Report | No data |
| BF-0011544654 | 2022-12-28 | 2022-12-28 | Change of Agent | Agent Change | No data |
| BF-0010644467 | 2022-06-17 | 2022-06-17 | Change of Agent | Agent Change | No data |
| BF-0010211842 | 2022-05-18 | No data | Annual Report | Annual Report | 2022 |
| 0007226017 | 2021-03-12 | No data | Annual Report | Annual Report | 2021 |
| 0006824762 | 2020-03-10 | No data | Annual Report | Annual Report | 2020 |
| 0006424181 | 2019-03-05 | No data | Annual Report | Annual Report | 2019 |
| 0006137727 | 2018-03-26 | No data | Annual Report | Annual Report | 2018 |
| 0005807158 | 2017-04-03 | No data | Annual Report | Annual Report | 2017 |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
