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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MARY M. MCGOLDRICK | Agent | 35 OYSTER POINT ROAD, BRISTOL, RI, 02885, USA |
Name | Role | Address |
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JAMES A CHARNLEY JR. | PRESIDENT | 224 MARLBOROUGH STREET - UNIT 42 BOSTON, MA 02116 USA |
Name | Role | Address |
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JAMES A CHARNLEY JR. | TREASURER | 224 MARLBOROUGH STREET - UNIT 42 BOSTON, MA 02116 USA |
Number | Name | File Date |
---|---|---|
201861685760 | Articles of Dissolution | 2018-04-06 |
201860202120 | Statement of Change of Registered/Resident Agent | 2018-03-14 |
201860047640 | Annual Report | 2018-03-12 |
201856651790 | Revocation Notice For Failure to Maintain a Registered Agent | 2018-01-23 |
201755242710 | Agent Resigned | 2017-12-20 |
Date of last update: 19 May 2025
Sources: Rhode Island Department of State