NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
Name | Role | Address |
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MARK A. POGUE | Agent | EDWARDS WILDMAN PALMER LLP 2800 FINANCIAL PLAZA, PROVIDENCE, RI, 02903, USA |
Name | Role | Address |
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GEORGE F KILBORN | PRESIDENT | 475 KILVERT STREET, SUITE 350 WARWICK, RI 02886 USA |
Name | Role | Address |
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SUSY PEDDLE | TREASURER | 475 KILVERT STREET, SUITE 350 WARWICK, RI 02886 USA |
Name | Role | Address |
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SUSY PEDDLE | SECRETARY | 475 KILVERT STREET, SUITE 350 WARWICK, RI 02886 USA |
Name | Role | Address |
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SUSY PEDDLE | OTHER OFFICER | 475 KILVERT STREET WARWICK, RI 02886 UNI |
Type | Date | Old Value | New Value |
---|---|---|---|
Name Change | 1994-04-12 | Blackstone Investment Advisory Group, Inc. | Compton Capital Management, Inc. |
Name Change | 1991-05-08 | Providence Capital Corp. | Blackstone Investment Advisory Group, Inc. |
Number | Name | File Date |
---|---|---|
202445240160 | Annual Report | 2024-02-01 |
202327863120 | Annual Report | 2023-02-08 |
202210973640 | Annual Report | 2022-02-16 |
202190948870 | Annual Report | 2021-02-12 |
202034303340 | Annual Report | 2020-02-13 |
Date of last update: 18 May 2025
Sources: Rhode Island Department of State