| Entity Name: | LIBERTY WEALTH ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Withdrawn |
| Sub status: | Annual report due |
| Date Formed: | 21 May 2012 |
| Business ALEI: | 1072316 |
| Annual report due: | 31 Mar 2022 |
| NAICS code: | 523930 - Investment Advice |
| Business address: | 707 SUMMER STREET FOURTH FLOOR, STAMFORD, CT, 06901, United States |
| Mailing address: | 707 SUMMER STREET FOURTH FLOOR, STAMFORD, CT, United States, 06901 |
| Mailing jurisdiction address: | 251 LITTLE FALLS DRIVE, WILMINGTON, DE, 19808, |
| Office jurisdiction address: | 251 LITTLE FALLS DRIVE, WILMINGTON, DE, 19808, United States |
| ZIP code: | 06901 |
| County: | Fairfield |
| Place of Formation: | DELAWARE |
| E-Mail: | michelle@libertywealthadvisors.com |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| LIBERTY QUINTESS LLC | Officer | 707 SUMMER STREET, 4TH FLOOR, STAMFORD, CT, 06901, United States | 707 SUMMER STREET, 4TH FLOOR, STAMFORD, CT, 06901, United States |
| R. MICHAEL PARRY ENTERPRISES LLC | Officer | 707 SUMMER STREET, 4TH FLOOR, STAMFORD, CT, 06901, United States | 707 SUMMER STREET, 4TH FLOOR, STAMFORD, CT, 06901, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0010417727 | 2022-01-06 | 2022-01-07 | Withdrawal | Statement of Withdrawal Registration | No data |
| 0007187127 | 2021-02-24 | No data | Annual Report | Annual Report | 2021 |
| 0006950703 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006943532 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
| 0006827024 | 2020-03-11 | No data | Annual Report | Annual Report | 2020 |
| 0006410773 | 2019-02-26 | No data | Annual Report | Annual Report | 2019 |
| 0006066563 | 2018-02-09 | No data | Annual Report | Annual Report | 2018 |
| 0005883898 | 2017-07-10 | No data | Annual Report | Annual Report | 2017 |
| 0005883880 | 2017-07-10 | No data | Annual Report | Annual Report | 2015 |
| 0005883889 | 2017-07-10 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 13 Jan 2025
Sources: Connecticut's Official State Website
