| Name: | USI Consulting Group, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 11 Jan 2000 (25 years ago) |
| Branch of: | USI Consulting Group, Inc., CONNECTICUT (Company Number 0123502) |
| Identification Number: | 000110207 |
| Place of Formation: | CONNECTICUT |
| Principal Address: | 100 SUMMIT LAKE DRIVE SUITE 400, VALHALLA, NY, 10595, USA |
| Purpose: | INSURANCE BROKERAGE SERVICES |
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 |
|---|---|---|
| CT CORPORATION SYSTEM | Agent | 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA |
| Name | Role | Address |
|---|---|---|
| DAVID KAPPUS | CFO | 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA |
| Name | Role | Address |
|---|---|---|
| BETSY HAMMOND | CHIEF OPERATING OFFICER | 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA |
| Name | Role | Address |
|---|---|---|
| ERNEST J. NEWBORN II | DIRECTOR | 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA |
| Name | Role | Address |
|---|---|---|
| MARY CURLEY | SECRETARY | 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA |
| Name | Role | Address |
|---|---|---|
| BILL TREMKO | CEO | 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA |
| Number | Name | File Date |
|---|---|---|
| 202450517020 | Annual Report | 2024-04-09 |
| 202331983740 | Annual Report | 2023-03-29 |
| 202214884320 | Annual Report | 2022-04-15 |
| 202192183260 | Annual Report | 2021-02-20 |
| 202032904800 | Annual Report | 2020-01-23 |
| 201987713910 | Annual Report | 2019-02-27 |
| 201859096570 | Annual Report | 2018-02-26 |
| 201734554810 | Annual Report | 2017-02-22 |
| 201693066740 | Annual Report | 2016-02-24 |
| 201556576320 | Annual Report | 2015-03-04 |
Date of last update: 10 Apr 2025
Sources: Rhode Island Department of State
