USI Consulting Group, Inc.

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Company Details

Name:	USI Consulting Group, Inc.
Jurisdiction:	Rhode Island
Entity type:	Foreign Corporation
Status:	Activ
Date of Organization in Rhode Island:	11 Jan 2000 (26 years ago)
Branch of:	USI Consulting Group, Inc., CONNECTICUT (Company Number 0123502)
Identification Number:	000110207
Place of Formation:	CONNECTICUT
Purpose:	INSURANCE BROKERAGE SERVICES
Principal Address:	100 SUMMIT LAKE DRIVE SUITE 400, VALHALLA, NY, 10595, 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

Agent

Name	Role	Address
CT CORPORATION SYSTEM	Agent	450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA

CFO

Name	Role	Address
DAVID KAPPUS	CFO	100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA

CHIEF OPERATING OFFICER

Name	Role	Address
BETSY HAMMOND	CHIEF OPERATING OFFICER	100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA

DIRECTOR

Name	Role	Address
ERNEST J. NEWBORN II	DIRECTOR	100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA

SECRETARY

Name	Role	Address
MARY CURLEY	SECRETARY	100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA

CEO

Name	Role	Address
BILL TREMKO	CEO	100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA

Filings

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

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Date of last update: 21 Jul 2025

Sources: Rhode Island Department of State