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 |
---|---|---|
DANIEL SULLIVAN JR. | Agent | 162 MIDDLE STREET, PAWTUCKET, RI, 02860, USA |
Name | Role | Address |
---|---|---|
JACLYN LEIBL-COTE | CEO | 162 MIDDLE STREET PAWTUCKET, RI 02860 USA |
Name | Role | Address |
---|---|---|
ROBERT J COLUCCI | CFO | 162 MIDDLE STREET PAWTUCKET, RI 02860 USA |
Name | Role | Address |
---|---|---|
DANIEL J SULLIVAN | CHAIRMAN OF THE BOARD | 162 MIDDLE STREET PAWTUCKET, RI 02860 USA |
Name | Role | Address |
---|---|---|
DANIEL J SULLIVAN | DIRECTOR | 162 MIDDLE STREET PAWTUCKET, RI 02860 USA |
JACLYN J LEIBL-COTE | DIRECTOR | 162 MIDDLE STREET PAWTUCKET, RI 02860 USA |
ROBERT J COLUCCI | DIRECTOR | 162 MIDDLE STREET PAWTUCKET, RI 02860 USA |
Number | Name | File Date |
---|---|---|
202444523020 | Annual Report | 2024-01-23 |
202332041700 | Annual Report | 2023-03-30 |
202211778000 | Statement of Change of Registered/Resident Agent | 2022-02-28 |
202208814380 | Annual Report | 2022-01-28 |
202185902690 | Annual Report | 2021-01-12 |
Date of last update: 19 May 2025
Sources: Rhode Island Department of State