| Entity Name: | SUCCESSFUL WEALTH STRATEGIES, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 01 Sep 2016 |
| Business ALEI: | 1216006 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 6 HIGHFIELDS DRIVE, CANTON, CT, 06019, United States |
| Mailing address: | 6 HIGHFIELDS DRIVE, CANTON, CT, United States, 06019 |
| ZIP code: | 06019 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | Corrin@successfulwealthstrategies.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| CORRIN GIBBS BURKE | Agent | 6 HIGHFIELDS DRIVE, CANTON, CT, 06019, United States | PO BOX 242, COLLINSVILLE, CT, 06022, United States | +1 860-930-8818 | corrin@successfulwealthstrategies.com | 6 HIGHFIELDS DRIVE, CANTON, CT, 06019, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| CORRIN GIBBS BURKE | Officer | 6 HIGHFIELDS DRIVE, CANTON, CT, 06019, United States | +1 860-930-8818 | corrin@successfulwealthstrategies.com | 6 HIGHFIELDS DRIVE, CANTON, CT, 06019, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012247255 | 2024-02-02 | No data | Annual Report | Annual Report | No data |
| BF-0011465463 | 2023-01-27 | No data | Annual Report | Annual Report | No data |
| BF-0010266798 | 2022-02-28 | No data | Annual Report | Annual Report | 2022 |
| 0007112982 | 2021-02-02 | No data | Annual Report | Annual Report | 2021 |
| 0006793113 | 2020-02-27 | No data | Annual Report | Annual Report | 2020 |
| 0006373023 | 2019-02-08 | No data | Annual Report | Annual Report | 2019 |
| 0006064484 | 2018-02-08 | No data | Annual Report | Annual Report | 2018 |
| 0005936191 | 2017-09-27 | No data | Annual Report | Annual Report | 2017 |
| 0005641508 | 2016-09-01 | 2016-09-01 | Business Formation | Certificate of Organization | No data |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
