Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Providence County
    4. ›
  4. Greenville
    5. ›
  5. Loring Financial Planning & Investments, Inc.

Loring Financial Planning & Investments, Inc.

Company claim

Is this your business?

Get access!

Company Details

Name: Loring Financial Planning & Investments, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 08 Apr 1999 (26 years ago)
Identification Number: 000105807
ZIP code: 02828
City: Greenville
County: Providence County
Purpose: FINANCIAL PLANNING AND INVESTMENT MANAGEMENT INCLUDING INDEPENDENT, COMPREHENSIVE FINANCIAL PLANNING ANALYSIS FOR INDIVIDUALS AND BUSINESSES.
Fictitious names: Loring Advisory Group (trading name, 2007-01-17 - )
Principal Address: Google Maps Logo 600 PUTNAM PIKE SUITE 4, GREENVILLE, RI, 02828, 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

Companies doing Investment advice

Agent

Name Role Address
RICHARD J. LAND, ESQ. Agent ONE PARK ROW SUITE 300, PROVIDENCE, RI, 02903, USA

PRESIDENT

Name Role Address
NICHOLAS ALEXANDER LORING PRESIDENT 600 PUTNAM PIKE, SUITE 4 GREENVILLE, RI 02828 USA

DIRECTOR

Name Role Address
CRYSTAL WILD DIRECTOR 600 PUTNAM PIKE STE 4 GREENVILLE, RI 02828 USA
MICHAEL PRIMIANI DIRECTOR 600 PUTNAM PIKE STE 4 GREENVILLE, RI 02828 USA

Form 5500 Series

Employer Identification Number (EIN):
050504676
Plan Year:
2024
Number Of Participants:
13
Plan Name:
401(K)
Sponsor's telephone number:
4019494196
File:
View File
Plan Administrator / Signatory:
COLLEEN FARLEY(Plan administrator)
COLLEEN FARLEY(Employer/plan sponsor)
Plan Year:
2023
Number Of Participants:
11
Plan Name:
401(K)
Sponsor's telephone number:
4019494196
File:
View File
Plan Administrator / Signatory:
COLLEEN FARLEY(Plan administrator)
COLLEEN FARLEY(Employer/plan sponsor)
Plan Year:
2022
Number Of Participants:
10
Plan Name:
401(K)
Sponsor's telephone number:
4019494196
File:
View File
Plan Administrator / Signatory:
COLLEEN FARLEYA1879314(Plan administrator)
COLLEEN FARLEYA1879314(Employer/plan sponsor)
Plan Year:
2021
Number Of Participants:
8
Plan Name:
401(K)
Sponsor's telephone number:
4019494196
File:
View File
Plan Administrator / Signatory:
COLLEEN FARLEY(Plan administrator)
COLLEEN FARLEY(Employer/plan sponsor)
Plan Year:
2020
Number Of Participants:
6
Plan Name:
401(K)
Sponsor's telephone number:
4019494196
File:
View File
Plan Administrator / Signatory:
COLLEEN FARLEY(Plan administrator)
COLLEEN FARLEY(Employer/plan sponsor)

Filings

Number Name File Date
202453672050 Annual Report 2024-05-01
202332807900 Annual Report 2023-04-12
202211539160 Annual Report 2022-02-24
202193947870 Annual Report 2021-03-15
202033733490 Annual Report 2020-02-04

Uniform Commercial Code

The Uniform Commercial Code (UCC) is a comprehensive set of laws governing all commercial transactions in the United States.

A UCC filing is a public notice of a secured transaction. A financing statement indicates a commercial agreement between a debtor and a secured party.

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
202329797180
Filing Date:
2023-10-26
Action:
InitialFiling

Parties

Party Name:
Loring Financial Planning & Investments, Inc.
Party Role:
Debtor(s)
Party Name:
ION BANK
Party Role:
Secured Parties

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
202125932280
Filing Date:
2021-11-19
Action:
InitialFiling

Parties

Party Name:
Loring Financial Planning & Investments, Inc.
Party Role:
Debtor(s)
Party Name:
ION BANK
Party Role:
Secured Parties

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2020-04-27
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$149,700
Total Face Value Of Loan:
$149,700

Trademarks

Serial Number:
77496759
Mark:
FINANCIAL ADVICE FOR LIFE
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2008-06-11
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
FINANCIAL ADVICE FOR LIFE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namel...
First Use:
2006-01-20
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
9
Initial Approval Amount:
$149,700
Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$149,700
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$150,639.78
Servicing Lender:
Bristol County Savings Bank
Use of Proceeds:
Payroll: $149,700

Reviews Leave a review

This company hasn't received any reviews.

Related by address

600 PUTNAM PIKE SUITE 4, GREENVILLE, RI, 02828, USA

CMF ASSOCIATES, LLC
Domestic Limited Liability Company
CMF ASSOCIATES, LLC, which currently Activ, has registered address 600 PUTNAM PIKE SUITE 4, GREENVILLE, RI, 02828, USA.
Legatus Wealth, LLC
Domestic Limited Liability Company
Legatus Wealth, LLC, which currently Revoked Entity, had registered address 600 PUTNAM PIKE SUITE 4, GREENVILLE, RI, 02828, USA.
Mowry Development, LLC
Domestic Limited Liability Company
Mowry Development, LLC, which currently Activ, has registered address 600 PUTNAM PIKE SUITE 4, GREENVILLE, RI, 02828, USA.
The 401k Company, LLC
Domestic Limited Liability Company
The 401k Company, LLC, which currently Revocation, had registered address 600 PUTNAM PIKE SUITE 4, GREENVILLE, RI, 02828, USA.

Date of last update: 10 Jul 2025

Sources: Rhode Island Department of State

Privacy policy Policy
About us About us Business Directory
Contacts Contact us

© 2025 riorgs.com, Part of Big Data Integrated