NAICS
523930 Investment AdviceThis 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
Name | Role | Address |
---|---|---|
GAIL A. SQUILLANTE | Agent | 39 ELGIN AVENUE, NORTH KINGSTOWN, RI, 02852, USA |
Name | Role | Address |
---|---|---|
GAIL ANN SQUILLANTE | PRESIDENT | 39 ELGIN AVE WICKFORD, RI 02852 USA |
Number | Name | File Date |
---|---|---|
202450298550 | Statement of Change of Registered/Resident Agent | 2024-04-08 |
202449680890 | Revocation Notice For Failure to Maintain a Registered Office | 2024-03-28 |
202447182800 | Annual Report | 2024-02-23 |
202448969860 | Registered Office Not Maintained | 2024-01-03 |
202326369740 | Annual Report | 2023-01-21 |
Date of last update: 20 May 2025
Sources: Rhode Island Department of State