| Name: | Newman Dignan & Sheerar, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 18 Mar 1992 (33 years ago) |
| Identification Number: | 000067442 |
| ZIP code: | 02903 |
| County: | Providence County |
| Purpose: | TO PROVIDE INVESTMENT ADVISORY SERVICES THROUGH DULY LICENSED INVESTMENT ADVISERS. |
| Fictitious names: |
NDS Wealth Advisors (trading name, 2023-09-06 - ) |
| Historical names: |
GUARDIAN INVESTMENT MANAGEMENT, INC. Newman Dignan & Associates, Inc. |
| Principal Address: |
260 WEST EXCHANGE STREET SUITE 302, PROVIDENCE, RI, 02903, USA
|
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 |
|---|---|---|
| WILLIAM NEWMAN | PRESIDENT | 260 WEST EXCHANGE STREET, SUITE 302 PROVIDENCE, RI 02903 USA |
| Name | Role | Address |
|---|---|---|
| JOHN P SHEERAR | VICE PRESIDENT | 260 WEST EXCHANGE STREET, SUITE 302 PROVIDENCE, RI 02903 USA |
| Name | Role | Address |
|---|---|---|
| WILLIAM NEWMAN | TREASURER | 260 WEST EXCHANGE STREET, SUITE 302 PROVIDENCE, RI 02903 USA |
| Name | Role | Address |
|---|---|---|
| WILLIAM NEWMAN | SECRETARY | 260 WEST EXCHANGE STREET, SUITE 302 PROVIDENCE, RI 02903 USA |
| Name | Role | Address |
|---|---|---|
| WILLIAM NEWMAN | DIRECTOR | 260 WEST EXCHANGE STREET, SUITE 302 PROVIDENCE, RI 02903 USA |
| Name | Role | Address |
|---|---|---|
| MICHAEL F. SWEENEY, ESQ. | Agent | 321 SOUTH MAIN STREET 4TH FLOOR, PROVIDENCE, RI, 02903, USA |
A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly
traded on U.S. stock exchanges, File reports with the SEC.
Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must
comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR
database.
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 1998-10-19 | Newman Dignan & Associates, Inc. | Newman Dignan & Sheerar, Inc. |
| Name Change | 1995-07-10 | GUARDIAN INVESTMENT MANAGEMENT, INC. | Newman Dignan & Associates, Inc. |
| Number | Name | File Date |
|---|---|---|
| 202449583380 | Annual Report | 2024-03-27 |
| 202340762280 | Fictitious Business Name Statement | 2023-09-06 |
| 202333187740 | Annual Report | 2023-04-18 |
| 202214445350 | Annual Report | 2022-04-11 |
| 202195074880 | Annual Report | 2021-03-29 |
Date of last update: 18 May 2025
Sources: Rhode Island Department of State
