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Barrett & Company

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Company Details

Name: Barrett & Company
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 04 Dec 1991 (34 years ago)
Identification Number: 000066090
ZIP code: 02903
City: Providence
County: Providence County
Purpose: INVESTMENT, SECURITIES, BROKERAGE BUSINESS ,INCLUDING PURCHASE AND SALE OF MARKETABLE SECURITIES
Principal Address: Google Maps Logo 42 WEYBOSSET STREET, PROVIDENCE, RI, 02903, USA

Industry & Business Activity

NAICS

523110 Investment Banking and Securities Dealing

This industry comprises establishments primarily engaged in underwriting, originating, and/or maintaining markets for issues of securities. Investment bankers act as principals (i.e., investors who buy or sell on their own account) in firm commitment transactions or act as agents in best effort and standby commitments. This industry also includes establishments acting as principals in buying or selling securities generally on a spread basis, such as securities dealers or stock option dealers. Learn more at the U.S. Census Bureau

Companies doing Investment banking and securities dealing

Agent

Name Role Address
RALPH M. KINDER, ESQ. Agent 300 METRO CENTER BOULEVARD SUITE 150A, WARWICK, RI, 02886, USA

PRESIDENT

Name Role Address
WILSON G. SAVILLE, II PRESIDENT 42 WEYBOSSET STREET PROVIDENCE, RI 02903 USA

TREASURER

Name Role Address
WILSON G. SAVILLE II TREASURER 42 WEYBOSSET STREET PROVIDENCE, RI 02903 USA

SECRETARY

Name Role Address
ELLEN C SAVILLE SECRETARY 42 WEYBOSSET PROVIDENCE, RI 02903 USA

CEO

Name Role Address
WILSON G SAVILLE II CEO 42 WEYBOSSET PROVIDENCE, RI 02903 USA

VICE PRESIDENT

Name Role Address
ELLEN C. SAVILLE VICE PRESIDENT 42 WEYBOSSET STREET PROVIDENCE, RI 02903 USA

DIRECTOR

Name Role Address
WILSON G. SAVILLE II DIRECTOR 42 WEYBOSSET STREET PROVIDENCE, RI 02903 USA
ELLEN C SAVILLE DIRECTOR 42 WEYBOSSET PROVIDENCE, RI 02903 USA

Legal Entity Identifier

LEI Number:
6488NO1LEZ6013LP2105

Registration Details:

Initial Registration Date:
2024-12-11
Next Renewal Date:
2025-12-10
Registration Status:
ISSUED
Validation Source:
FULLY_CORROBORATED

Form 5500 Series

Employer Identification Number (EIN):
050462791
Plan Year:
2024
Number Of Participants:
12
Plan Name:
401(K)
Sponsor's telephone number:
4013511000
File:
View File
Plan Administrator / Signatory:
CHAD CARROLL(Plan administrator)
Plan Year:
2023
Number Of Participants:
15
Plan Name:
401(K)
Sponsor's telephone number:
4013511000
File:
View File
Plan Administrator / Signatory:
WILSON SAVILLE(Plan administrator)
Plan Year:
2022
Number Of Participants:
15
Plan Name:
401(K)
Sponsor's telephone number:
4013511000
File:
View File
Plan Administrator / Signatory:
WILSON SAVILLE(Plan administrator)
Plan Year:
2021
Number Of Participants:
16
Plan Name:
401(K)
Sponsor's telephone number:
4013511000
File:
View File
Plan Administrator / Signatory:
WILSON SAVILLE(Plan administrator)
Plan Year:
2020
Number Of Participants:
18
Plan Name:
401(K)
Sponsor's telephone number:
4013511000
File:
View File
Plan Administrator / Signatory:
WILSON SAVILLE(Plan administrator)

Filings

Number Name File Date
202450444100 Annual Report 2024-04-09
202333170760 Annual Report 2023-04-18
202215772590 Annual Report 2022-04-26
202215770910 Statement of Change of Registered/Resident Agent Office 2022-04-26
202187683380 Annual Report 2021-01-25

Trademarks

Serial Number:
88814297
Mark:
THE FOUR SQUARE METHOD
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2020-02-28
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
THE FOUR SQUARE METHOD
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Personalized financial portfolio management, marketed and sold to high net worth individuals and institutions; personalized funds investment and fund investment consultation services, marketed and sold to high net worth individuals and institutions; personalized capital investment counseling service...
First Use:
2021-05-27
International Classes:
036 - Primary Class
Class Status:
ACTIVE

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42 WEYBOSSET STREET, PROVIDENCE, RI, 02903, USA

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GEORGE MILLER, INC., which currently Revoked Entity, had registered address 42 WEYBOSSET STREET, PROVIDENCE, RI, 02903, USA.
Bristol Investment Corporation
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Date of last update: 08 Jul 2025

Sources: Rhode Island Department of State

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