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CORNERSTONE INVESTMENT SERVICES, LLC

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Company Details

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
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 - )
Principal Address: Google Maps Logo 245 WATERMAN ST SUITE 301, PROVIDENCE, RI, 02906-5215, USA
Mailing Address: Google Maps Logo 2130 PROVIDENCE WAY, NEVADA, TX, 75173, USA

Industry & Business Activity

NAICS

531390 Other Activities Related to Real Estate

This 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

Agent

Name Role Address
JAMES R. SIMMONS, ESQ. Agent 4 RICHMOND SQUARE SUITE 102, PROVIDENCE, RI, 02906, USA

Manager

Name Role Address
JOHN J RILEY Manager 245 WATERMAN AVE SUITE 301 PROVIDENCE, RI 02906- USA

Filings

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

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-3 CONTINUATION
UCC Filing Number:
Filing Date:
2024-01-16
Action:
Continuation

Parties

Party Name:
CORNERSTONE INVESTMENT SERVICES, LLC
Party Role:
Debtor(s)

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
Filing Date:
2019-03-15
Action:
InitialFiling

Parties

Party Name:
CORNERSTONE INVESTMENT SERVICES, LLC
Party Role:
Debtor(s)
Party Name:
FIRST HOME BANK, A FLORIDA BANKING CORPORATION
Party Role:
Secured Parties

USAspending Awards / Financial Assistance

Date:
2020-04-13
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
9800.00
Total Face Value Of Loan:
9800.00
Date:
2019-03-15
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
160000.00
Total Face Value Of Loan:
160000.00
Date:
2019-03-11
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
-160000.00
Total Face Value Of Loan:
0.00

Paycheck Protection Program

Date Approved:
2020-04-12
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
9800
Current Approval Amount:
9800
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
9895.85

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Date of last update: 20 May 2025

Sources: Rhode Island Department of State