| Entity Name: | BERG WEALTH MANAGEMENT, LLC. |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Forfeited |
| Date Formed: | 18 May 2016 |
| Business ALEI: | 1205602 |
| Annual report due: | 31 Mar 2020 |
| NAICS code: | 523110 - Investment Banking and Securities Dealing |
| Business address: | 100 MILL PLAIN ROAD, THIRD FLOOR, DANBURY, CT, 06810, United States |
| Mailing address: | 100 MILL PLAIN RD, DANBURY, CT, United States, 06810 |
| ZIP code: | 06810 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | RBERG@SUMMITBROKERAGE.COM |
| Name | Role | Business address | Mailing address | Residence address | |
|---|---|---|---|---|---|
| ROBERT BERG | Agent | 54 HILLCREST AVE, WATERTOWN, CT, 06795, United States | 54 HILLCREST AVE, WATERTOWN, CT, 06795, United States | RBERG@SUMMITBROKERAGE.COM | 54 HILLCREST AVE, WATERTOWN, CT, 06795, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| ROBERT E. BERG | Officer | 100 MILL PLAIN ROAD, THIRD FLOOR, DANBURY, CT, 06810, United States | 54 HILLCREST AVE, WATERTOWN, CT, 06795, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012036093 | 2023-10-27 | No data | Administrative Dissolution | Certificate of Dissolution/Revocation | No data |
| BF-0011897546 | 2023-07-25 | No data | Administrative Dissolution | Notice of Intent to Dissolve/Revoke | No data |
| 0007101783 | 2021-02-01 | No data | Annual Report | Annual Report | 2019 |
| 0006335627 | 2019-01-24 | No data | Annual Report | Annual Report | 2017 |
| 0006335631 | 2019-01-24 | No data | Annual Report | Annual Report | 2018 |
| 0005583685 | 2016-05-18 | 2016-05-18 | Business Formation | Certificate of Organization | No data |
| 0005558840 | 2016-04-27 | 2016-04-27 | Name Reservation | Reservation of Name | No data |
Date of last update: 13 Jan 2025
Sources: Connecticut's Official State Website
