| Entity Name: | WEALTH PRESERVATION SPECIALIST, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 14 Sep 2015 |
| Business ALEI: | 1185784 |
| Annual report due: | 31 Mar 2026 |
| NAICS code: | 524210 - Insurance Agencies and Brokerages |
| Business address: | 210 REDSTONE HILL RD. SUITE 5, BRISTOL, CT, 06010, United States |
| Mailing address: | 210 REDSTONE HILL RD, SUITE 5 SUITE 5 210 REDSTONE HILL RD, SUITE 5, SUITE 5, BRISTOL, CT, United States, 06010 |
| ZIP code: | 06010 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | Matt@jegoss.com |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| Justin Bolmgren | Officer | No data | No data | No data | 133 Magnolia Lane, Milford, PA, 18337, United States |
| JOSEPH E. GOSS | Officer | 210 REDSTONE HILL RD., SUITE 5, BRISTOL, CT, 06010, United States | +1 860-402-4481 | jody.goss@wjcmllc.com | CT, 55 HARWINTON AVENUE, TERRYVILLE, CT, 06786, United States |
| MATTHEW T. SWEENEY | Officer | 210 REDSTONE HILL RD., SUITE 5, BRISTOL, CT, 06010, United States | No data | No data | 1687 FARMINGTON AVE, UNIONVILLE, CT, 06085, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JOSEPH E. GOSS | Agent | 210 REDSTONE HILL RD., SUITE 5, BRISTOL, CT, 06010, United States | 210 REDSTONE HILL RD., SUITE 5, BRISTOL, CT, 06010, United States | +1 860-402-4481 | jody.goss@wjcmllc.com | CT, 55 HARWINTON AVENUE, TERRYVILLE, CT, 06786, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0013055305 | 2025-01-02 | No data | Annual Report | Annual Report | No data |
| BF-0012414563 | 2024-02-05 | No data | Annual Report | Annual Report | No data |
| BF-0011217457 | 2023-01-31 | No data | Annual Report | Annual Report | No data |
| BF-0010312060 | 2022-03-07 | No data | Annual Report | Annual Report | 2022 |
| 0007106493 | 2021-02-02 | No data | Annual Report | Annual Report | 2021 |
| 0006716075 | 2020-01-08 | No data | Annual Report | Annual Report | 2016 |
| 0006716081 | 2020-01-08 | No data | Annual Report | Annual Report | 2017 |
| 0006716092 | 2020-01-08 | No data | Annual Report | Annual Report | 2019 |
| 0006716095 | 2020-01-08 | No data | Annual Report | Annual Report | 2020 |
| 0006716084 | 2020-01-08 | No data | Annual Report | Annual Report | 2018 |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
