AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BranchDate of last update: 21 Apr 2025. Data updated weekly.
| 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 2026 |
| Business address: | 4250 Veterans Memorial Hwy, Holbrook, NY, 11741, United States |
| Mailing address: | 4250 Veterans Memorial Hwy, Ste. 420E, Holbrook, NY, United States, 11741 |
| Place of Formation: | NEW YORK |
| E-Mail: | annualreports@cscglobal.com |
| E-Mail: | compliancemail@cscglobal.com |
NAICS
523999 Miscellaneous Financial Investment ActivitiesThis U.S. industry comprises establishments primarily engaged in acting as agents and/or brokers (except securities brokerages and commodity contracts brokerages) in buying or selling financial contracts and those providing financial investment services (except securities and commodity exchanges; portfolio management; investment advice; and trust, fiduciary, and custody services) on a fee or commission basis. Learn more at the U.S. Census Bureau
| Name | Role | Business address | Residence address |
|---|---|---|---|
| David Schmidt | Officer | 18700 N Hayden Rd, Suite 255, Scottsdale, AZ, 85255, United States | Suite 2000 20 E. Thomas Rd, Phoenix, AZ, 85012, United States |
| Nina McKenna | Officer | 18700 N Hayden Rd, Suite 255, Scottsdale, AZ, 85255, United States | Suite 2000 20 E. Thomas Rd, Phoenix, AZ, 85012, United States |
| Lon Dolber | Officer | 18700 N. Hayden Rd, Suite 255, Scottsdale, AZ, 85255, United States | 4250 VETERANS MEMORIAL HIGHWAY, 4TH FL EAST, HOLBROOK, NY, 11741, United States |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Matthew Schlueter | Director | 2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339, United States | 10 EXCHANGE PLACE SUITE 1410, JERSEY CITY, NJ, 07302, United States |
| Greg Cornick | Director | 18700 N Hayden Rd, Suite 255, Scottsdale, AZ, 85255, United States | Suite 2000 20 E. Thomas Rd, Phoenix, AZ, 85012, United States |
| Lon Dolber | Director | 18700 N. Hayden Rd, Suite 255, Scottsdale, AZ, 85255, 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-0013007753 | 2025-04-09 | - | Annual Report | Annual Report | - |
| BF-0012090827 | 2024-05-17 | - | Annual Report | Annual Report | - |
| BF-0011186323 | 2023-04-03 | - | Annual Report | Annual Report | - |
| BF-0011544654 | 2022-12-28 | 2022-12-28 | Change of Agent | Agent Change | - |
| BF-0010644467 | 2022-06-17 | 2022-06-17 | Change of Agent | Agent Change | - |
| BF-0010211842 | 2022-05-18 | - | Annual Report | Annual Report | 2022 |
| 0007226017 | 2021-03-12 | - | Annual Report | Annual Report | 2021 |
| 0006824762 | 2020-03-10 | - | Annual Report | Annual Report | 2020 |
| 0006424181 | 2019-03-05 | - | Annual Report | Annual Report | 2019 |
| 0006137727 | 2018-03-26 | - | Annual Report | Annual Report | 2018 |
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