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02865
COASTAL FINANCIAL PLANNING, INC.

COASTAL FINANCIAL PLANNING, INC.

Company Details

Name:	COASTAL FINANCIAL PLANNING, INC.
Jurisdiction:	Rhode Island
Entity type:	Domestic Profit Corporation
Status:	Activ
Date of Organization in Rhode Island:	06 Feb 1997 (28 years ago)
Identification Number:	000093499
ZIP code:	02865
County:	Providence County
Principal Address:	640 GEORGE WASHINGTON HGWY. BUILDING B - SUITE 103 - OFFICE 1, LINCOLN, RI, 02865, USA
Purpose:	TO PROVIDE FINANCIAL SERVICES TO BUSINESS AND INDIVIDUALS.

Industry & Business Activity

NAICS

523930 Investment Advice

This 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

Agent

Name	Role	Address
ANGELA THOMSON	Agent	640 GEORGE WASHINGTON HIGHWAY SUITE 103, LINCOLN, RI, 02865, USA

PRESIDENT

Name	Role	Address
ANGELA MARIE THOMSON	PRESIDENT	24 WANDA ST NARRAGANSETT, RI 02882 USA

Filings

Number	Name	File Date
202447605570	Annual Report	2024-03-01
202329526320	Annual Report	2023-02-28
202209970030	Annual Report	2022-02-10
202185815440	Annual Report	2021-01-11
202035856070	Annual Report	2020-03-04
201984046660	Annual Report	2019-01-09
201859077830	Annual Report	2018-02-26
201734486940	Annual Report	2017-02-22
201692774060	Annual Report	2016-02-22
201555405630	Annual Report	2015-02-20
201435200160	Annual Report - Amended	2014-02-06
201434956680	Annual Report	2014-01-31
201433763810	Statement of Change of Registered/Resident Agent Office	2014-01-21
201432526830	Revocation Notice For Failure to Maintain a Registered Office	2014-01-08
201432496610	Registered Office Not Maintained	2013-12-18
201313071020	Annual Report	2013-02-28
201291620010	Annual Report	2012-04-02
201176938900	Annual Report	2011-03-28
201058861960	Annual Report	2010-02-23
200944699500	Annual Report	2009-03-30

Paycheck Protection Program

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

2561127310

2020-04-29

0165

PPP

640 George Wash. Hgwy., Bldg. B, Lincoln, RI, 02865

Loan Status Date	2021-04-17
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	26250
Loan Approval Amount (current)	26250
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	84894
Servicing Lender Name	Santander Bank, National Association
Servicing Lender Address	824 N Market St, Ste 100, WILMINGTON, DE, 19801-4937
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	Lincoln, PROVIDENCE, RI, 02865-0001
Project Congressional District	RI-01
Number of Employees	2
NAICS code	523930
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Corporation
Originating Lender ID	84894
Originating Lender Name	Santander Bank, National Association
Originating Lender Address	WILMINGTON, DE
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	26476.54
Forgiveness Paid Date	2021-03-16

Date of last update: 09 Apr 2025

Sources: Rhode Island Department of State