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 |
---|---|---|
CLINTON L WOODS | ASSISTANT SECRETARY | 711 HIGH ST DES MOINES, IA 50392 USA |
Name | Role | Address |
---|---|---|
CORPORATION SERVICE COMPANY | Agent | 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA |
Number | Name | File Date |
---|---|---|
202196557120 | Application for Certificate of Withdrawal | 2021-05-12 |
202191471430 | Annual Report | 2021-02-17 |
202035620950 | Annual Report | 2020-03-01 |
201987952030 | Annual Report | 2019-03-01 |
201859509250 | Annual Report | 2018-03-01 |
Date of last update: 18 May 2025
Sources: Rhode Island Department of State