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Thrivepoint Financial LLC

Date of last update: 21 Apr 2025. Data updated weekly.

Company Details

Entity Name: Thrivepoint Financial LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 22 May 2013
Business ALEI: 1107710
Annual report due: 31 Mar 2026
Business address: 200 Glastonbury Blvd, GLASTONBURY, CT, 06033, United States
Mailing address: 200 Glastonbury Blvd, Suite 105, GLASTONBURY, CT, United States, 06033
ZIP code: 06033
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: c.breitsprecher@lpl.com

Industry & Business Activity

NAICS

523940 Portfolio Management and Investment Advice

This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Learn more at the U.S. Census Bureau

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
CRAIG BREITSPRECHER Agent 200 Glastonbury Blvd Suite 105, GLASTONBURY, CT, 06033, United States 200 Glastonbury Blvd Suite 105, GLASTONBURY, CT, 06033, United States +1 860-402-3789 c.breitsprecher@lpl.com 13 BARTLETT ST., PORTLAND, CT, 06480, United States

Officer

Name Role Business address Phone E-Mail Residence address
CRAIG BREITSPRECHER Officer 2461 MAIN ST STE 3, FLOOR 1, GLASTONBURY, CT, 06033, United States +1 860-402-3789 c.breitsprecher@lpl.com 13 BARTLETT ST., PORTLAND, CT, 06480, United States

History

Type Old value New value Date of change
Name change BREITSPRECHER & ASSOCIATES LLC Thrivepoint Financial LLC 2025-03-24

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0013025678 2025-03-24 - Annual Report Annual Report -
BF-0013353866 2025-03-24 2025-03-24 Name Change Amendment Certificate of Amendment -
BF-0012166430 2024-01-16 - Annual Report Annual Report -
BF-0011299335 2023-01-18 - Annual Report Annual Report -
BF-0010250047 2022-01-31 - Annual Report Annual Report 2022
0007334937 2021-05-13 - Annual Report Annual Report 2021
0006769214 2020-02-21 - Annual Report Annual Report 2020
0006387996 2019-02-18 - Annual Report Annual Report 2019
0006235545 2018-08-21 - Annual Report Annual Report 2018
0006015676 2018-01-18 - Annual Report Annual Report 2017

Debts and Liens

This table presents a concise summary of a company's liens and debts, detailing essential information such as the lien type, debt amount, associated parties, and current status of each financial obligation.

Subsequent Filing No Status Type Filing Date Lapse Date Filing Type
0005007105 Active OFS 2021-07-07 2024-06-05 AMENDMENT

Parties

Name KOMAROW FINANCIAL PLANNING, LLC
Role Debtor
Name LIVE OAK BANKING COMPANY
Role Secured Party
Name Thrivepoint Financial LLC
Role Debtor
0005004131 Active OFS 2021-06-29 2024-05-30 AMENDMENT

Parties

Name Thrivepoint Financial LLC
Role Debtor
Name KOMAROW FINANCIAL PLANNING, LLC
Role Debtor
Name LIVE OAK BANKING COMPANY
Role Secured Party
0003312019 Active OFS 2019-06-05 2024-06-05 ORIG FIN STMT

Parties

Name Thrivepoint Financial LLC
Role Debtor
Name KOMAROW FINANCIAL PLANNING, LLC
Role Debtor
Name LIVE OAK BANKING COMPANY
Role Secured Party
0003309842 Active OFS 2019-05-30 2024-05-30 ORIG FIN STMT

Parties

Name KOMAROW FINANCIAL PLANNING, LLC
Role Debtor
Name Thrivepoint Financial LLC
Role Debtor
Name LIVE OAK BANKING COMPANY
Role Secured Party
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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