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Evergreen Financial Services, Inc.

Company Details

Name: Evergreen Financial Services, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Dissolved
Date of Organization in Rhode Island: 01 Jun 1998 (27 years ago)
Date of Dissolution: 26 Oct 2020 (5 years ago)
Date of Status Change: 26 Oct 2020 (5 years ago)
Identification Number: 000100855
ZIP code: 02888
County: Kent County
Purpose: TO SELL FINANCIAL PLANNING AND INVESTMENT SERVICES AND PRODUCTS TO BUSINESS AND THE GENERAL PUBLIC.
Principal Address: Google Maps Logo 495 POST ROAD, WARWICK, RI, 02888, USA

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
GEOFFREY P. MALO Agent 495 POST ROAD, WARWICK, RI, 02888, USA

TREASURER

Name Role Address
GEOFFREY P MALO TREASURER 495 POST ROAD WARWICK, RI 02888 USA

SECRETARY

Name Role Address
ROBERT R RECCHIA SECRETARY 495 POST ROAD WARWICK, RI 02888 USA

PRESIDENT

Name Role Address
GEOFFREY P MALO PRESIDENT 495 POST ROAD WARWICK, RI 02888- USA

VICE PRESIDENT

Name Role Address
ROBERT R RECCHIA VICE PRESIDENT 495 POST ROAD WARWICK, RI 02888 USA

OTHER OFFICER

Name Role Address
ROBERT R RECCHIA OTHER OFFICER 495 POST ROAD WARWICK, RI 02888 UNI

DIRECTOR

Name Role Address
GEOFFREY P MALO DIRECTOR 495 POST ROAD WARWICK, RI 02888 USA
ROBERT R RECCHIA DIRECTOR 495 POST ROAD WARWICK, RI 02888 USA

Filings

Number Name File Date
202068822000 Articles of Dissolution 2020-10-26
202032433580 Annual Report 2020-01-15
201984554750 Annual Report 2019-01-16
201858549590 Annual Report 2018-02-19
201734365650 Annual Report 2017-02-20

Date of last update: 20 May 2025

Sources: Rhode Island Department of State