Boston Private Wealth LLC

Active Boston, MA

Boston Private Wealth LLC Overview

Boston Private Wealth LLC filed as a Foreign in the State of California on Monday, September 8, 2014 and is approximately twelve years old, as recorded in documents filed with California Secretary of State. A corporate filing is called a foreign filing when an existing corporate entity files in a state other than the state they originally filed in. This does not necessarily mean that they are from outside the United States.

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Name
Anthony Dechellis 3 ~ Background Report ~	Manager Member
Elizabeth Klimuc ~ Background Report ~	Manager
Shannon Leigh Saccocia ~ Background Report ~
Richard Jaffe ~ Background Report ~
John Longley ~ Background Report ~
Corey A. Griffin ~ Background Report ~	President Director Chief Executive Officer
Paul Simons ~ Background Report ~	President
Peter Raimondi ~ Background Report ~	President Director
Nicholas Rose 1 ~ Background Report ~	Treasurer
George G. Schwartz 3 ~ Background Report ~	Director
Clayton G. Deutsch 3 ~ Background Report ~	Director
Christopher A. Cooper 3 ~ Background Report ~	Secretary
James C. Brown 1 ~ Background Report ~	Director
Margaret W. Chambers 1 ~ Background Report ~	Secretary
David J. Kaye 1 ~ Background Report ~	Director
Clay Deutsch ~ Background Report ~	Director
Steve Gaven 1 ~ Background Report ~	Chief Financial Officer
Thomas K. Anderson ~ Background Report ~	Other
Richard C. Byron ~ Background Report ~	Other
Scott Dell Orfano ~ Background Report ~	Chief Operating Officer

Showing 8 records out of 20

Boston Private Wealth LLC lists two other companies as an officer in their company. It is not uncommon for one company to hold a position in another company.

Name	Status	Incorporated	Key People	Role
First Private Bank & Trust	Inactive	1983	2	Manager
Boston Private and & Trust Company	Inactive			Member

Other Companies for Boston Private Wealth LLC

Boston Private Wealth LLC is listed as an officer of another company.

Name	Status	Incorporated	Key People	Role
Kls Professional Advisors Group, LLC	Inactive	2004	1	Member

Texas Secretary of State

Filing Type:	Foreign Limited Liability Company (LLC)
Status:	Inactive Forfeited existence
State:	Texas
State ID:	802059993
Date Filed:	Tuesday, September 9, 2014

Florida Department of State

Filing Type:	Foreign Limited Liability
Status:	Active
State:	Florida
State ID:	M14000006881
Date Filed:	Monday, September 22, 2014

California Secretary of State

Filing Type:	Foreign
Status:	Active
State:	California
Foreign State:	Massachusetts
State ID:	201425410257
Date Filed:	Monday, September 8, 2014

Corporate Notes

Source	Date	Type	Note
	9/9/2014	Application for Registration
	10/6/2014	Certificate of Assumed Business Name
	10/6/2014	Certificate of Assumed Business Name
	2/18/2015	Application for Amended Registration
	12/31/2015	Public Information Report (PIR)
	12/31/2016	Public Information Report (PIR)
	1/26/2018	Tax Forfeiture

Sources

Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024

Florida Department of State
Data last refreshed on Monday, April 6, 2026

California Secretary of State
Data last refreshed on Monday, April 4, 2022

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Boston Private Wealth LLC

Active Boston, MA