| Name: | CORNERSTONE INVESTMENT SERVICES, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 13 Apr 1999 (26 years ago) |
| Identification Number: | 000105912 |
| ZIP code: | 02906 |
| County: | Providence County |
| Principal Address: | 245 WATERMAN ST SUITE 301, PROVIDENCE, RI, 02906-5215, USA |
| Mailing Address: | 2130 PROVIDENCE WAY, NEVADA, TX, 75173, USA |
| Purpose: | BUYING AND SELLING INVESTMENT SECURITITES (STOCKS, BONDS, MUTUAL FUNDS) FOR INDIVIDUAL INVESTORS. FINANCIAL ADVICE FOR RETIREMENT AND ESTATE PLANNING. |
| Fictitious names: |
Cornerstone Plan Sponsor Consultants (trading name, 2019-02-22 - ) |
NAICS
531390 Other Activities Related to Real EstateThis industry comprises establishments primarily engaged in performing real estate related services (except lessors of real estate, offices of real estate agents and brokers, real estate property managers, and offices of real estate appraisers). Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| JAMES R. SIMMONS, ESQ. | Agent | 4 RICHMOND SQUARE SUITE 102, PROVIDENCE, RI, 02906, USA |
| Name | Role | Address |
|---|---|---|
| JOHN J RILEY | Manager | 245 WATERMAN AVE SUITE 301 PROVIDENCE, RI 02906- USA |
| Number | Name | File Date |
|---|---|---|
| 202445841060 | Annual Report | 2024-02-07 |
| 202342834660 | Statement of Change of Registered/Resident Agent Office | 2023-11-20 |
| 202327612890 | Annual Report | 2023-02-06 |
| 202210129470 | Annual Report | 2022-02-11 |
| 202102015450 | Annual Report | 2021-09-23 |
| 202067363450 | Annual Report | 2020-10-22 |
| 202059505400 | Statement of Change of Registered/Resident Agent Office | 2020-09-30 |
| 201925545160 | Annual Report | 2019-10-28 |
| 201987323830 | Fictitious Business Name Statement | 2019-02-22 |
| 201880210840 | Annual Report | 2018-10-25 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 3886327107 | 2020-04-12 | 0165 | PPP | 245 WATERMAN ST Ste 301, PROVIDENCE, RI, 02906-5210 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 09 Apr 2025
Sources: Rhode Island Department of State
