| Entity Name: | Advanced Planning Strategies, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 10 Oct 2018 |
| Business ALEI: | 1287914 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 330 POST RD, DARIEN, CT, 06820, United States |
| Mailing address: | 330 POST RD, SUITE 210, DARIEN, CT, United States, 06820 |
| ZIP code: | 06820 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | philip@rifwm.com |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| PHILIP MEESE | Officer | 30 OLD KINGS HIGHWAY SOUTH, DARIEN, CT, 06820, United States | +1 203-290-7766 | philip@rifwm.com | 23 Flicker Ln, Norwalk, CT, 06853, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| PHILIP MEESE | Agent | 330 Post Rd, Suite 210, Darien, CT, 06820-3600, United States | 330 Post Rd, Suite 210, Darien, CT, 06820-3600, United States | +1 203-290-7766 | philip@rifwm.com | 23 Flicker Ln, Norwalk, CT, 06853, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | SLIPSTREAM ADVISOR MARKETING LLC | Advanced Planning Strategies, LLC | 2023-05-20 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012571417 | 2024-06-04 | No data | Annual Report | Annual Report | No data |
| BF-0012650698 | 2024-05-28 | 2024-05-28 | Change of Business Address | Business Address Change | No data |
| BF-0010772211 | 2023-09-06 | No data | Annual Report | Annual Report | No data |
| BF-0011235004 | 2023-09-06 | No data | Annual Report | Annual Report | No data |
| BF-0011814962 | 2023-05-22 | 2023-05-22 | Change of NAICS Code | NAICS Code Change | No data |
| BF-0011813952 | 2023-05-20 | 2023-05-20 | Name Change Amendment | Certificate of Amendment | No data |
| BF-0009836112 | 2023-02-26 | No data | Annual Report | Annual Report | No data |
| BF-0008564460 | 2023-02-24 | No data | Annual Report | Annual Report | 2019 |
| BF-0008564461 | 2023-02-24 | No data | Annual Report | Annual Report | 2020 |
| 0006758376 | 2020-02-17 | 2020-02-17 | Change of Business Address | Business Address Change | No data |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
