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Advanced Planning Associates, Inc.

Company Details

Name: Advanced Planning Associates, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 16 Dec 1998 (26 years ago)
Identification Number: 000103871
ZIP code: 02885
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: Google Maps Logo 10 CHILD STREET 2ND FLOOR, WARREN, RI, 02885, USA

Industry & Business Activity

NAICS

541219 Other Accounting Services

This 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

Agent

Name Role Address
STEVEN H. JENNINGS Agent 10 CHILD STREET 2ND FLOOR, WARREN, RI, 02885, USA

PRESIDENT

Name Role Address
STEVEN H JENNINGS PRESIDENT 3 SACHEM ROAD BRISTOL, RI 02809 USA

Filings

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

Date of last update: 20 May 2025

Sources: Rhode Island Department of State