| Entity Name: | KENNEDY WEALTH AND TAX MANAGEMENT, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 31 Dec 2024 |
| Business ALEI: | 1153888 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | ONE POMPERAUG OFFICE PARK, SUITE 307 ONE POMPERAUG OFFICE PARK, SUITE 307, SOUTHBURY, CT, 06488, United States |
| Mailing address: | ONE POMPERAUG OFFICE PARK, SUITE 307 ONE POMPERAUG OFFICE PARK, SUITE 307, SOUTHBURY, CT, United States, 06488 |
| ZIP code: | 06488 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 20000 |
| E-Mail: | kevin@kennedywealth.com |
| E-Mail: | kevinkennedy98@gmail.com |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| KEVIN A. KENNEDY | Officer | ONE POMPERAUG OFFICE PARK, SUITE 307 ONE POMPERAUG OFFICE PARK, SUITE 307, SOUTHBURY, CT, 06488, United States | 98 Carriage Ln, Roxbury, CT, 06783-1920, United States |
| Name | Role | Business address | Mailing address | Residence address |
|---|---|---|---|---|
| KEVIN A. KENNEDY | Agent | ONE POMPERAUG OFFICE PARK, SUITE 307 ONE POMPERAUG OFFICE PARK, SUITE 307, SOUTHBURY, CT, 06488, United States | ONE POMPERAUG OFFICE PARK, SUITE 307 ONE POMPERAUG OFFICE PARK, SUITE 307, SOUTHBURY, CT, 06488, United States | 98 Carriage Ln, Roxbury, CT, 06783-1920, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | KENNEDY WEALTH AND TAX MANAGEMENT, LLC | KENNEDY WEALTH AND TAX MANAGEMENT, LLC | 2024-12-31 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0013258420 | 2024-12-23 | 2024-12-31 | Conversion | Certificate of Conversion | No data |
| BF-0012366232 | 2024-08-20 | No data | Annual Report | Annual Report | No data |
| BF-0011193559 | 2023-10-10 | No data | Annual Report | Annual Report | No data |
| BF-0010280788 | 2022-08-05 | No data | Annual Report | Annual Report | 2022 |
| BF-0009842467 | 2021-08-27 | No data | Annual Report | Annual Report | No data |
| BF-0009264496 | 2021-08-27 | No data | Annual Report | Annual Report | 2019 |
| BF-0009264495 | 2021-08-27 | No data | Annual Report | Annual Report | 2020 |
| 0006176282 | 2018-05-03 | 2018-05-03 | First Report | Organization and First Report | No data |
| 0005178681 | 2014-09-02 | No data | Business Formation | Certificate of Incorporation | No data |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
