| Name: | Financial Planning Professionals, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Non-Profit Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 03 Dec 1986 (38 years ago) |
| Identification Number: | 000040984 |
| ZIP code: | 02886 |
| County: | Kent County |
| Principal Address: | 2400 POST ROAD, WARWICK, RI, 02886, USA |
| Purpose: | TO PROVIDE A FORUM TO PROMOTE THE PROFESSIONALISM OF THE DESIGNATION CERTIFIED FINANCIAL PLANNER AND OTHER PROFESSIONAL FINANCIAL PLANNER DESIGNATIONS. |
| NAICS: | 813920 - Professional Organizations |
| Fictitious names: |
Financial Planning Association of Rhode Island (trading name, 2000-05-25 - ) |
| Historical names: |
THE RHODE ISLAND SOCIETY OF THE INSTITUTE OF CERTIFIED FINANCIAL PLANNERS |
| Name | Role | Address |
|---|---|---|
| MARK A. MALE | Agent | 2400 POST ROAD, WARWICK, RI, 02886, USA |
| Name | Role | Address |
|---|---|---|
| NATHAN BEAUVAIS | PRESIDENT | 14 BREAKNECK HILL RD STE 202 LINCOLN, RI 02865 USA |
| Name | Role | Address |
|---|---|---|
| JOSEPH BROWN PHD | TREASURER | 1800 DIAGONAL RD ALEXANDRIA, VA 22314 USA |
| GREG YOUNG | TREASURER | 650 TEN ROD ROAD NORTH KINGSTOWN, RI 02852 USA |
| Name | Role | Address |
|---|---|---|
| JASON ARCHAMBAULT | PRESIDENT-ELECT | 50 HOLDEN ST PROVIDENCE, RI 02908 USA |
| Name | Role | Address |
|---|---|---|
| STEVE JOHNSON | DIRECTOR | ONE FIRST STREET STE 100 LOS ALTOS, CA 94022 USA |
| MARA DERDERIAN | DIRECTOR | 1150 DOUGLASS PIKE SMITHFIELD, RI 02917 USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2000-05-25 | THE RHODE ISLAND SOCIETY OF THE INSTITUTE OF CERTIFIED FINANCIAL PLANNERS | Financial Planning Professionals, Inc. |
| Number | Name | File Date |
|---|---|---|
| 202445961290 | Annual Report | 2024-02-08 |
| 202327299640 | Annual Report | 2023-02-02 |
| 202209085950 | Annual Report | 2022-02-01 |
| 202198549510 | Annual Report | 2021-06-23 |
| 202041744440 | Annual Report | 2020-06-09 |
| 201995558060 | Annual Report | 2019-06-06 |
| 201869370550 | Annual Report | 2018-06-13 |
| 201745486810 | Annual Report | 2017-06-14 |
| 201699665910 | Annual Report | 2016-06-01 |
| 201562920700 | Annual Report | 2015-06-10 |
Date of last update: 06 Oct 2024
Sources: Rhode Island Department of State
