| Name: | THE CAPITAL GROUP FINANCIAL ADVISORS, INC. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Dissolved |
| Date of Organization in Rhode Island: | 05 Jan 1965 (60 years ago) |
| Date of Dissolution: | 24 Feb 2023 (2 years ago) |
| Date of Status Change: | 24 Feb 2023 (2 years ago) |
| Identification Number: | 000012003 |
| ZIP code: | 02920 |
| County: | Providence County |
| Purpose: | SECURITIES BROKERAGE |
| Historical names: |
MONEY PLANNING, INC. INVESTMENT & TAX PLANNING CONSULTANTS, INC. INVESTMENT PLANNING CONSULTANTS, INC. Capital Consultants, Inc. |
| Principal Address: |
1220 PONTIAC AVENUE SUITE 301, CRANSTON, RI, 02920, USA
|
NAICS
523120 Securities BrokerageThis industry comprises establishments primarily engaged in acting as agents (i.e., brokers) between buyers and sellers in buying or selling securities on a commission or transaction fee basis. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| CARL I. FREEDMAN, ESQ. | Agent | ONE PARK ROW SUITE 300, PROVIDENCE, RI, 02903, USA |
| Name | Role | Address |
|---|---|---|
| BARRY M MISBIN | TREASURER | 1220 PONTIAC AVENUE CRANSTON, RI 02920 USA |
| Name | Role | Address |
|---|---|---|
| ROBERT J RADOCCIA | SECRETARY | 1220 PONTIAC AVENUE CRANSTON, RI 02920 USA |
| Name | Role | Address |
|---|---|---|
| ROBERT J RADOCCIA | VICE PRESIDENT | 1220 PONTIAC AVENUE CRANSTON, RI 02920 USA |
| Name | Role | Address |
|---|---|---|
| BARRY M MISBIN | PRESIDENT | 1220 PONTIAC AVENUE CRANSTON, RI 02920 USA |
| Name | Role | Address |
|---|---|---|
| BARRY M MISBIN | DIRECTOR | 1220 PONTIAC AVENUE CRANSTON, RI 02920 USA |
| ROBERT J RADOCCIA | DIRECTOR | 1220 PONTIAC AVENUE CRANSTON, RI 02920 USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 1999-04-16 | INVESTMENT PLANNING CONSULTANTS, INC. | THE CAPITAL GROUP FINANCIAL ADVISORS, INC. |
| Name Change | 1997-11-03 | Capital Consultants, Inc. | INVESTMENT PLANNING CONSULTANTS, INC. |
| Name Change | 1997-09-30 | INVESTMENT PLANNING CONSULTANTS, INC. | Capital Consultants, Inc. |
| Name Change | 1996-12-31 | INVESTMENT & TAX PLANNING CONSULTANTS, INC. | INVESTMENT PLANNING CONSULTANTS, INC. |
| Name Change | 1989-03-01 | MONEY PLANNING, INC. | INVESTMENT & TAX PLANNING CONSULTANTS, INC. |
| Number | Name | File Date |
|---|---|---|
| 202329305240 | Articles of Dissolution | 2023-02-24 |
| 202209689040 | Annual Report | 2022-02-08 |
| 202188211500 | Annual Report | 2021-01-29 |
| 202033067360 | Annual Report | 2020-01-27 |
| 201989194960 | Annual Report | 2019-03-25 |
Date of last update: 17 May 2025
Sources: Rhode Island Department of State
