| Name: | LPL Insurance Associates, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 16 Feb 1996 (29 years ago) |
| Identification Number: | 000088257 |
| Place of Formation: | DELAWARE |
| Principal Address: | 4707 EXECUTIVE DRIVE, SAN DIEGO, CA, 92121, USA |
| Purpose: | INSURANCE AGENCY AND/OR BROKER |
| NAICS: | 524210 - Insurance Agencies and Brokerages |
| Fictitious names: |
PHL Associates of Rhode Island (trading name, 1996-02-16 - ) |
| Historical names: |
PHL Associates, Inc. WS Griffith Associates, Inc. Linsco/Private Ledger Insurance Associates, Inc. |
| Name | Role | Address |
|---|---|---|
| CT CORPORATION SYSTEM | Agent | 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA |
| Name | Role | Address |
|---|---|---|
| TIM DONA | PRESIDENT | 4707 EXECUTIVE DRIVE SAN DIEGO, CA 92121 USA |
| Name | Role | Address |
|---|---|---|
| CHRISTOPHER M. MITCHELL | TREASURER | 4707 EXECUTIVE DRIVE SAN DIEGO, CA 92121 USA |
| Name | Role | Address |
|---|---|---|
| GREGORY M. WOODS | SECRETARY | 4707 EXECUTIVE DRIVE SAN DIEGO, CA 92121 USA |
| Name | Role | Address |
|---|---|---|
| ROBERT HATFIELD III | ASSISTANT SECRETARY | 4707 EXECUTIVE DRIVE SAN DIEGO, CA 92121 USA |
| Name | Role | Address |
|---|---|---|
| RACHEL SACHS | VICE PRESIDENT, INSURANCE OPERATIONS | 4707 EXECUTIVE DRIVE SAN DIEGO, CA 92121 USA |
| Name | Role | Address |
|---|---|---|
| CATHY BORGMAN | VICE PRESIDENT, INSURANCE DISTRIBUTION | 4707 EXECUTIVE DRIVE SAN DIEGO, CA 92121 USA |
| Name | Role | Address |
|---|---|---|
| MARK SEFFINGER | COMPLIANCE OFFICER | 4707 EXECUTIVE DRIVE SAN DIEGO, CA 92121 USA |
| Name | Role | Address |
|---|---|---|
| PAUL RYAN | ASSISTANT TREASURER | 4707 EXECUTIVE DRIVE SAN DIEGO, CA 92121 USA |
| Name | Role | Address |
|---|---|---|
| VACANT VACANT | VICE PRESIDENT | 4707 EXECUTIVE DRIVE SAN DIEGO, CA 92121 USA |
| Name | Role | Address |
|---|---|---|
| NICHOLAS STOKES | TAX OFFICER | 4707 EXECUTIVE DRIVE SAN DIEGO, CA 92121 USA |
| Name | Role | Address |
|---|---|---|
| TIM DONA | DIRECTOR | 4707 EXECUTIVE DRIVE SAN DIEGO, CA 92121 USA |
| ROBERT HATFIELD III | DIRECTOR | 4707 EXECUTIVE DRIVE SAN DIEGO, CA 92121 USA |
| ANERI JAMBUSARIA | DIRECTOR | 4707 EXECUTIVE DRIVE SAN DIEGO, CA 92121 USA |
| ALISA MAUTA | DIRECTOR | 4707 EXECUTIVE DRIVE SAN DIEGO, CA 92121 USA |
| ROBERT PETTMAN | DIRECTOR | 4707 EXECUTIVE DRIVE SAN DIEGO, CA 92121 USA |
| MATTHEW ENYEDI | DIRECTOR | 4707 EXECUTIVE DRIVE SAN DIEGO, CA 92121 USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2009-06-24 | Linsco/Private Ledger Insurance Associates, Inc. | LPL Insurance Associates, Inc. |
| Name Change | 2004-07-12 | WS Griffith Associates, Inc. | Linsco/Private Ledger Insurance Associates, Inc. |
| Name Change | 2001-08-20 | PHL Associates, Inc. | WS Griffith Associates, Inc. |
| Number | Name | File Date |
|---|---|---|
| 202450840920 | Annual Report | 2024-04-11 |
| 202331992580 | Annual Report | 2023-03-29 |
| 202214827660 | Annual Report | 2022-04-15 |
| 202193362790 | Annual Report | 2021-03-01 |
| 202040154240 | Annual Report | 2020-05-13 |
| 201988486840 | Annual Report | 2019-03-12 |
| 201859608430 | Annual Report | 2018-03-02 |
| 201730715260 | Annual Report | 2017-01-24 |
| 201589669660 | Annual Report | 2015-12-23 |
| 201552762790 | Annual Report | 2015-01-05 |
Date of last update: 08 Oct 2024
Sources: Rhode Island Department of State
