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  5. THE CAPITAL GROUP FINANCIAL ADVISORS, INC.

THE CAPITAL GROUP FINANCIAL ADVISORS, INC.

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Company Details

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 (61 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
City: Cranston
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: Google Maps Logo 1220 PONTIAC AVENUE SUITE 301, CRANSTON, RI, 02920, USA

Industry & Business Activity

NAICS

523120 Securities Brokerage

This 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

Companies doing Securities brokerage

Agent

Name Role Address
CARL I. FREEDMAN, ESQ. Agent ONE PARK ROW SUITE 300, PROVIDENCE, RI, 02903, USA

TREASURER

Name Role Address
BARRY M MISBIN TREASURER 1220 PONTIAC AVENUE CRANSTON, RI 02920 USA

SECRETARY

Name Role Address
ROBERT J RADOCCIA SECRETARY 1220 PONTIAC AVENUE CRANSTON, RI 02920 USA

VICE PRESIDENT

Name Role Address
ROBERT J RADOCCIA VICE PRESIDENT 1220 PONTIAC AVENUE CRANSTON, RI 02920 USA

PRESIDENT

Name Role Address
BARRY M MISBIN PRESIDENT 1220 PONTIAC AVENUE CRANSTON, RI 02920 USA

DIRECTOR

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

Form 5500 Series

Employer Identification Number (EIN):
050306744
Plan Year:
2020
Number Of Participants:
5
Plan Name:
401(K)
Sponsor's telephone number:
4019432210
File:
View File
Plan Administrator / Signatory:
ROBERT RADOCCIA(Plan administrator)
Plan Year:
2019
Number Of Participants:
5
Plan Name:
401(K)
Sponsor's telephone number:
4019432210
File:
View File
Plan Administrator / Signatory:
ROBERT RADOCCIA(Plan administrator)
Plan Year:
2018
Number Of Participants:
5
Plan Name:
401(K)
Sponsor's telephone number:
4019432210
File:
View File
Plan Administrator / Signatory:
ROBERT RADOCCIA(Plan administrator)
Plan Year:
2017
Number Of Participants:
5
Plan Name:
401(K)
Sponsor's telephone number:
4019432210
File:
View File
Plan Administrator / Signatory:
ROBERT RADOCCIA(Plan administrator)
Plan Year:
2016
Number Of Participants:
5
Plan Name:
401(K)
Sponsor's telephone number:
4019432210
File:
View File
Plan Administrator / Signatory:
ROBERT RADOCCIA(Plan administrator)

Events

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.

Filings

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

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2020-04-15
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$58,600
Total Face Value Of Loan:
$58,600

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$58,600
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$58,600
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$59,128.2
Servicing Lender:
Citizens Bank, National Association
Use of Proceeds:
Payroll: $58,600

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Related by address

1220 PONTIAC AVENUE SUITE 301, CRANSTON, RI, 02920, USA

The Capital Group Fiduciary Advisors, LLC
Domestic Limited Liability Company
The Capital Group Fiduciary Advisors, LLC, which currently Merged Into An Entity Of Record, had registered address 1220 PONTIAC AVENUE SUITE 301, CRANSTON, RI, 02920, USA.

Date of last update: 07 Jul 2025

Sources: Rhode Island Department of State

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