| Entity Name: | Freedom Investment Management, Inc |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 02 Oct 2023 |
| Branch of: | Freedom Investment Management, Inc, ILLINOIS (Company Number CORP_62637498) |
| Business ALEI: | 2867386 |
| Annual report due: | 02 Oct 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 100 Constitution Plz Fl 7, Hartford, CT, 06103, United States |
| Mailing address: | 100 Constitution Plz Fl 7, Hartford, CT, United States, 06103 |
| ZIP code: | 06103 |
| County: | Hartford |
| Place of Formation: | ILLINOIS |
| E-Mail: | complianceteam@cogencyglobal.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EQIS CAPITAL MANAGEMENT, INC. 401(K) PLAN | 2023 | 680540584 | 2024-08-30 | FREEDOM INVESTMENT MANAGEMENT, INC. | 60 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-08-30 |
| Name of individual signing | STEVEN DAIGNAULT |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| COGENCY GLOBAL INC. | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Freedom Advisors Group Intermediate Holdings, LLC | Officer | 100 Constitution Plz Fl 7, Hartford, CT, 06103, United States | 100 Constitution Plz Fl 7, Hartford, CT, 06103, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Freedom Advisors Group Intermediate Holdings, LLC | Director | 100 Constitution Plz Fl 7, Hartford, CT, 06103, United States | 100 Constitution Plz Fl 7, Hartford, CT, 06103, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012457520 | 2024-09-06 | No data | Annual Report | Annual Report | No data |
| BF-0012005805 | 2023-10-02 | 2023-10-02 | Business Registration | Certificate of Authority | No data |
Date of last update: 20 Jan 2025
Sources: Connecticut's Official State Website
