| Entity Name: | Sursum Financial LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 22 Jun 2021 |
| Business ALEI: | 2280849 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 1000 Boston Post Road, Old Saybrook, CT, 06475, United States |
| Mailing address: | 1000 Boston Post Road, 1004, Old Saybrook, CT, United States, 06475 |
| ZIP code: | 06475 |
| County: | Middlesex |
| Place of Formation: | CONNECTICUT |
| E-Mail: | rkos@sursumfinancial.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| Richard Kos | Agent | 1000 Boston Post Road, 1004, Old Saybrook, CT, 06475, United States | 1000 Boston Post Road, 1004, Old Saybrook, CT, 06475, United States | +1 203-640-4628 | rkos@sursumfinancial.com | 18 Green Springs Drive, Madison, CT, 06443, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| Richard Kos | Officer | 1000 Boston Post Road, 1004, Old Saybrook, CT, 06475, United States | +1 203-640-4628 | rkos@sursumfinancial.com | 18 Green Springs Drive, Madison, CT, 06443, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012257607 | 2024-03-29 | No data | Annual Report | Annual Report | No data |
| BF-0011102264 | 2023-03-28 | No data | Annual Report | Annual Report | No data |
| BF-0010415092 | 2022-03-31 | No data | Annual Report | Annual Report | 2022 |
| BF-0009832077 | 2021-06-22 | No data | Business Formation | Certificate of Organization | No data |
Date of last update: 20 Jan 2025
Sources: Connecticut's Official State Website
