Advanced Planning Associates, Inc.
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| Name: | Advanced Planning Associates, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 16 Dec 1998 (27 years ago) |
| Identification Number: | 000103871 |
| ZIP code: | 02885 |
| City: | Warren |
| County: | Bristol County |
| Purpose: | PROVIDING FINANCIAL PLANNING SERVICES, TO INCLUDE BUT NOT LIMITED TO LIFE AND HEALTH INSURANCE SALES, VARIABLE AND FIXED INVESTMENTS, AS WELL AS TAX AND ESTATE PLANNING. |
| Principal Address: |
10 CHILD STREET 2ND FLOOR, WARREN, RI, 02885, USA
|
NAICS
541219 Other Accounting ServicesThis U.S. industry comprises establishments (except offices of CPAs) engaged in providing accounting services (except tax return preparation services only or payroll services only). These establishments may also provide tax return preparation or payroll services. Accountant (except CPA) offices, bookkeeper offices, and billing offices are included in this industry. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| STEVEN H. JENNINGS | Agent | 10 CHILD STREET 2ND FLOOR, WARREN, RI, 02885, USA |
| Name | Role | Address |
|---|---|---|
| STEVEN H JENNINGS | PRESIDENT | 3 SACHEM ROAD BRISTOL, RI 02809 USA |
| Number | Name | File Date |
|---|---|---|
| 202444353230 | Annual Report | 2024-01-22 |
| 202326363090 | Annual Report | 2023-01-21 |
| 202213847290 | Annual Report | 2022-04-01 |
| 202185501000 | Annual Report | 2021-01-09 |
| 202031233550 | Annual Report | 2020-01-07 |
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Date of last update: 09 Jul 2025
Sources: Rhode Island Department of State