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The Washington Trust Company, of Westerly

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Company Details

Name: The Washington Trust Company, of Westerly
Jurisdiction: Rhode Island
Entity type: Bank
Status: Activ
Date of Organization in Rhode Island: 13 Mar 1902 (123 years ago)
Identification Number: 000040503
Purpose: ENACTED DURING THE JANUARY SESSION ON 1902 APRROVE ON 03/13/1902 JANUARY SESSION 1902
Fictitious names: Halsey Associates (trading name, 2019-10-08 - )
Halsey Associates, Inc. (trading name, 2019-10-08 - )
Halsey Associates, Incorporated (trading name, 2019-10-08 - )
Washington Trust Wealth Management (trading name, 2015-07-17 - )
Washington Trust (trading name, 2015-07-17 - )
The Washington Trust Company (trading name, 2014-04-25 - )

Agent

Name Role Address
CORPORATION SERVICE COMPANY Agent 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA

President

Name Role Address
MARY E. NOONS President 23 BROAD STREET WESTERLY, RI 02891 USA

Links between entities

Type:
Headquarter of
Company Number:
F22000000245
State:
FLORIDA
Type:
Headquarter of
Company Number:
1152142
State:
CONNECTICUT

Unique Entity ID

A UEI is a government-provided number, like a tax ID number, that’s used to identify businesses eligible for federal grants, awards and contracts.

Note: In April 2022, the federal government replaced its old identifier of choice, the Data Universal Numbering System (DUNS) number, with a government-issued UEI. Now all the federal government’s Integrated Award Environment systems use UEI numbers instead of DUNS numbers. So any entity doing business with the federal government must register for a UEI.

Unique Entity ID:
SK2NEC8FAGQ2
CAGE Code:
5G4C9
UEI Expiration Date:
2025-11-18

Business Information

Activation Date:
2024-11-20
Initial Registration Date:
2009-05-08

Commercial and government entity program

The The Commercial And Government Entity Code (CAGE) is assigned by the Department of Defense's Defense Logistics Agency (DLA) and represents your company's physical address for GSA's mailings, payments, and administrative records.

Note: A CAGE Code enables a company to contract with the U.S. government, allowing bid on government contracts and to receive government payments. Also for business this means that it's a Verified business entity and Has a validated physical address.

CAGE number:
5G4C9
Status:
Obsolete
Type:
Non-Manufacturer
CAGE Update Date:
2024-11-20
SAM Expiration:
2025-11-18

Contact Information

POC:
ELIZABETH ECKEL

Form 5500 Series

Employer Identification Number (EIN):
050235370
Plan Year:
2023
Number Of Participants:
773
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
KRISTEN DISANTO(Plan administrator)
Plan Year:
2022
Number Of Participants:
757
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
KRISTEN DISANTO(Plan administrator)
Plan Year:
2021
Number Of Participants:
725
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
KRISTEN DISANTO(Plan administrator)
Plan Year:
2020
Number Of Participants:
707
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
KRISTEN DISANTO(Plan administrator)
Plan Year:
2019
Number Of Participants:
693
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
KRISTEN DISANTO(Plan administrator)

Events

Type Date Old Value New Value
Merged 2002-04-16 FIRST BANK AND TRUST COMPANY on The Washington Trust Company, of Westerly
Merged 1999-08-25 Pier Bank on The Washington Trust Company, of Westerly
Merged 1984-06-15 Southern Rhode Island Trust Company on The Washington Trust Company, of Westerly

Permits

Type Decision Date Project Acceptance Date
Maintenance (Residential/Commercial) 1997-06-17 Reroof/Exterior Renovations 1997-06-13
Maintenance (Residential/Commercial) 1996-10-21 Replace Door 1996-10-17
Commercial Alteration 1995-09-15 No data 1995-09-06
Commercial Structure 1988-01-07 No data 1987-10-27

Filings

Number Name File Date
202338588010 Miscellaneous Filing (No Fee) 2023-06-20
201923600320 Fictitious Business Name Statement 2019-10-08
201923600500 Fictitious Business Name Statement 2019-10-08
201923601200 Fictitious Business Name Statement 2019-10-08
201921371510 Articles of Merger 2019-09-25

Uniform Commercial Code

The Uniform Commercial Code (UCC) is a comprehensive set of laws governing all commercial transactions in the United States.

A UCC filing is a public notice of a secured transaction. A financing statement indicates a commercial agreement between a debtor and a secured party.

Uniform Commercial Code Summary

Type:
UCC-3 CONTINUATION
UCC Filing Number:
Filing Date:
2025-05-23
Action:
Continuation

Parties

Party Role:
Debtor(s)
Party Role:
Secured Parties
Party Name:
The Washington Trust Company, of Westerly
Party Role:
Secured Parties
Party Name:
Party Role:
Secured Parties
Party Name:
Party Role:
Secured Parties

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
Filing Date:
2025-05-20
Action:
InitialFiling

Parties

Party Role:
Debtor(s)
Party Name:
The Washington Trust Company, of Westerly
Party Role:
Secured Parties

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
Filing Date:
2025-05-15
Action:
InitialFiling

Parties

Party Name:
Party Role:
Debtor(s)
Party Name:
The Washington Trust Company, of Westerly
Party Role:
Secured Parties

USAspending Awards / Financial Assistance

Business Type:
FOR-PROFIT ORGANIZATION (OTHER THAN SMALL BUSINESS)
Date:
2022-04-27
Awarding Agency Name:
Department of Housing and Urban Development
Transaction Description:
SINGLE FAMILY FORWARD LOAN
Obligated Amount:
$0
Face Value Of Loan:
$417,302
Total Face Value Of Loan:
$417,302
Business Type:
FOR-PROFIT ORGANIZATION (OTHER THAN SMALL BUSINESS)
Date:
2020-03-30
Awarding Agency Name:
Department of Housing and Urban Development
Transaction Description:
SINGLE FAMILY FORWARD LOAN
Obligated Amount:
$0
Face Value Of Loan:
$312,240
Total Face Value Of Loan:
$312,240
Business Type:
FOR-PROFIT ORGANIZATION (OTHER THAN SMALL BUSINESS)
Date:
2019-12-19
Awarding Agency Name:
Department of Housing and Urban Development
Transaction Description:
SINGLE FAMILY FORWARD LOAN
Obligated Amount:
$0
Face Value Of Loan:
$215,710
Total Face Value Of Loan:
$215,710
Business Type:
FOR-PROFIT ORGANIZATION (OTHER THAN SMALL BUSINESS)
Date:
2019-12-12
Awarding Agency Name:
Department of Housing and Urban Development
Transaction Description:
SINGLE FAMILY FORWARD LOAN
Obligated Amount:
$0
Face Value Of Loan:
$231,893
Total Face Value Of Loan:
$231,893
Business Type:
FOR-PROFIT ORGANIZATION (OTHER THAN SMALL BUSINESS)
Date:
2019-11-27
Awarding Agency Name:
Department of Housing and Urban Development
Transaction Description:
SINGLE FAMILY FORWARD LOAN
Obligated Amount:
$0
Face Value Of Loan:
$185,185
Total Face Value Of Loan:
$185,185

Trademarks

Serial Number:
99191475
Mark:
AGE WITH WISDOM
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-05-19
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
AGE WITH WISDOM

Goods And Services

For:
Banking and financing services; Banking; Mortgage lending; Financial services, namely, wealth management services; Financial planning; Financial planning for retirement; Estate planning; Investment management; Fiduciary services, namely, fiduciary representative services; Trust services, namely, inv...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98025484
Mark:
WHAT WE VALUE IS YOU
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2023-06-02
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
WHAT WE VALUE IS YOU

Goods And Services

For:
Banking and financial services, namely, banking, investment management, investment banking, international banking, commercial lending, mortgage lending, wealth management, financial planning, financial planning for retirement and estate planning, investment management, financial management in the fi...
First Use:
2023-08-22
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
97004570
Mark:
WASHINGTON TRUST MORTGAGE COMPANY
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2021-08-31
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
WASHINGTON TRUST MORTGAGE COMPANY

Goods And Services

For:
mortgage lending and banking services
First Use:
2012-03-28
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
88602435
Mark:
AUTHENTIC INTELLIGENCE
Status:
Abandoned because no Statement of Use or Extension Request timely filed after Notice of Allowance was issued. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2019-09-03
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
AUTHENTIC INTELLIGENCE

Goods And Services

For:
banking and financial services, namely, banking, wealth management, financial planning, retirement and estate planning, investment management, and fiduciary advisory services; trust services, namely, investment and trust company services
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
88140160
Mark:
SMARTADVICE PLANNING
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2018-10-02
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
SMARTADVICE PLANNING

Goods And Services

For:
banking and financial services, namely, banking, wealth management, financial planning, retirement and estate planning, investment management, and fiduciary advisory services; trust services, namely, investment and trust company services
First Use:
2019-05-06
International Classes:
036 - Primary Class
Class Status:
ACTIVE

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Date of last update: 08 Jul 2025

Sources: Rhode Island Department of State