| Entity Name: | ONE SOURCE WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 24 Feb 2021 |
| Business ALEI: | 1379583 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 1054 NORTH GRAND STREET, WEST SUFFIELD, CT, 06093, United States |
| Mailing address: | 1054 North Grand Street, WEST SUFFIELD, CT, United States, 06093 |
| Mailing jurisdiction address: | 16 AARON DRIVE, Topsfield, MA, 01983, United States |
| ZIP code: | 06093 |
| County: | Hartford |
| Place of Formation: | MASSACHUSETTS |
| E-Mail: | dan@osfgroup.com |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| DANIEL E JAMROZ JR. | Officer | 1054 NORTH GRAND STREET, WEST SUFFIELD, CT, 06093, United States | 16 AARON DRIVE, 16 AARON DRIVE, TOPFIELD, MA, 01983, United States |
| Name | Role | Business address | Mailing address |
|---|---|---|---|
| Secretary of State | Agent | 165 Capitol Ave., P.O. BOX 150470, P.O. BOX 150470, Hartford, CT, 06115-0470, United States | 165 CAPITOL AVENUE, P.O. BOX 150470, HARTFORD, CT, 06115-0470, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012222510 | 2024-03-13 | No data | Annual Report | Annual Report | No data |
| BF-0011111086 | 2023-03-08 | No data | Annual Report | Annual Report | No data |
| BF-0010336371 | 2022-04-21 | No data | Annual Report | Annual Report | 2022 |
| 0007188669 | 2021-02-24 | 2021-02-24 | Business Registration | Certificate of Registration | No data |
Date of last update: 10 Mar 2025
Sources: Connecticut's Official State Website
