| Entity Name: | DONALDSON FINANCIAL WELLNESS NETWORK, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Forfeited |
| Date Formed: | 19 Jul 2013 |
| Business ALEI: | 1113440 |
| Annual report due: | 31 Mar 2017 |
| NAICS code: | 523930 - Investment Advice |
| Business address: | 197 Huntingtown Rd, Newtown, CT, 06470-2638, United States |
| Mailing address: | 197 Huntingtown Rd, Newtown, CT, United States, 06470-2638 |
| ZIP code: | 06470 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | bill@donaldsonfwn.com |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| WILLIAM DONALDSON | Officer | 197 Huntingtown Rd, Newtown, CT, 06470-2638, United States | 309 RIVERTON ROAD, RIVERTON, CT, 06065, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| William Donaldson | Agent | 197 Huntingtown Rd, Newtown, CT, 06470-2638, United States | 197 Huntingtown Rd, Newtown, CT, 06470-2638, United States | +1 203-915-0718 | bill@donaldsonfwn.com | 3 Mia Bella Dr, New Milford, CT, 06776-3091, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0011836632 | 2023-06-07 | No data | Administrative Dissolution | Certificate of Dissolution/Revocation | No data |
| BF-0011726828 | 2023-03-07 | No data | Administrative Dissolution | Notice of Intent to Dissolve/Revoke | No data |
| BF-0008014015 | 2022-09-08 | No data | Annual Report | Annual Report | 2016 |
| BF-0008069505 | 2022-09-08 | No data | Annual Report | Annual Report | 2015 |
| BF-0008063320 | 2022-02-02 | No data | Annual Report | Annual Report | 2014 |
| 0004903524 | 2013-07-19 | No data | Business Formation | Certificate of Organization | No data |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 4527378001 | 2020-06-26 | 0156 | PPP | 197 HUNTINGTOWN RD, NEWTOWN, CT, 06470 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1906098410 | 2021-02-02 | 0156 | PPS | 197 Huntingtown Rd, Newtown, CT, 06470-2638 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 10 Mar 2025
Sources: Connecticut's Official State Website
