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WEYBOSSET RESEARCH & MANAGEMENT, LLC

Company Details

Name: WEYBOSSET RESEARCH & MANAGEMENT, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 26 Jan 2000 (25 years ago)
Identification Number: 000110539
ZIP code: 02903
County: Providence County
Principal Address: 50 SOUTH MAIN STREET SUITE 205, PROVIDENCE, RI, 02903, USA
Purpose: INVESTMENT ADVISORY BUSINESS

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

Central Index Key

CIK number Mailing Address Business Address Phone
1280604 72 SOUTH MAIN STREET, PROVIDENCE, RI, 02903 72 SOUTH MAIN STREET, PROVINCE, RI, 02903 4014217171

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Form type N-PX
File number 028-11033
Filing date 2024-11-12
Reporting date 2024-06-30
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Form type 13F-HR
File number 028-11033
Filing date 2024-10-02
Reporting date 2024-09-30
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Form type 13F-HR
File number 028-11033
Filing date 2024-07-22
Reporting date 2024-06-30
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Form type 13F-HR
File number 028-11033
Filing date 2024-04-22
Reporting date 2024-03-31
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Form type 13F-HR
File number 028-11033
Filing date 2024-01-18
Reporting date 2023-12-31
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Form type 13F-HR
File number 028-11033
Filing date 2023-10-24
Reporting date 2023-09-30
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Form type 13F-HR
File number 028-11033
Filing date 2023-07-12
Reporting date 2023-06-30
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Form type 13F-HR
File number 028-11033
Filing date 2023-04-14
Reporting date 2023-03-31
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Form type 13F-HR
File number 028-11033
Filing date 2023-02-16
Reporting date 2022-12-31
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File number 028-11033
Filing date 2022-11-07
Reporting date 2022-09-30
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File number 028-11033
Filing date 2022-08-08
Reporting date 2022-06-30
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Form type 13F-HR
File number 028-11033
Filing date 2022-01-19
Reporting date 2021-12-31
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Form type 13F-HR
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Filing date 2021-10-25
Reporting date 2021-09-30
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Form type 13F-HR
File number 028-11033
Filing date 2021-07-26
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Form type 13F-HR
File number 028-11033
Filing date 2021-04-14
Reporting date 2021-03-31
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Form type 13F-HR
File number 028-11033
Filing date 2021-01-21
Reporting date 2020-12-31
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Form type 13F-HR
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Form type 13F-HR
File number 028-11033
Filing date 2020-07-22
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Form type 13F-HR
File number 028-11033
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Form type 13F-HR
File number 028-11033
Filing date 2020-01-27
Reporting date 2019-12-31
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Form type 13F-HR
File number 028-11033
Filing date 2019-10-22
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Form type 13F-HR
File number 028-11033
Filing date 2019-07-22
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Form type 13F-HR
File number 028-11033
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Form type 13F-HR
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Form type 13F-HR
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Form type 13F-HR
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Form type 13F-HR
File number 028-11033
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Form type 13F-HR
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Form type 13F-HR
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Form type 13F-HR
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Form type 13F-HR
File number 028-11033
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Form type 13F-HR
File number 028-11033
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Form type 13F-HR
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Form type 13F-HR
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Form type 13F-HR
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Form type 13F-HR
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Form type 13F-HR
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Form type 13F-HR
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Form type 13F-HR
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Form type 13F-HR
File number 028-11033
Filing date 2015-02-03
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Form type 13F-HR
File number 028-11033
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Form type 13F-HR
File number 028-11033
Filing date 2014-08-05
Reporting date 2014-06-30
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Form type 13F-HR
File number 028-11033
Filing date 2014-04-30
Reporting date 2014-03-31
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Form type 13F-HR
File number 028-11033
Filing date 2014-01-30
Reporting date 2013-12-31
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Form type 13F-HR
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Form type 13F-HR
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Filing date 2013-07-29
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Form type 13F-HR
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Filing date 2013-04-11
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Filing date 2013-02-06
Reporting date 2012-12-31
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Form type 13F-HR
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Filing date 2013-01-29
Reporting date 2012-12-31
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Form type 13F-HR
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Filing date 2012-10-16
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File number 028-11033
Filing date 2012-08-06
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Form type 13F-HR
File number 028-11033
Filing date 2012-04-16
Reporting date 2012-03-31
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Form type 13F-HR
File number 028-11033
Filing date 2012-01-25
Reporting date 2011-12-31
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Form type 13F-HR
File number 028-11033
Filing date 2011-10-26
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Form type 13F-HR
File number 028-11033
Filing date 2011-07-20
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Form type 13F-HR
File number 028-11033
Filing date 2011-04-13
Reporting date 2011-03-31
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Form type 13F-HR
File number 028-11033
Filing date 2011-02-03
Reporting date 2010-12-31
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Form type 13F-HR
File number 028-11033
Filing date 2010-10-25
Reporting date 2010-09-30
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Form type 13F-HR
File number 028-11033
Filing date 2010-07-20
Reporting date 2010-06-30
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Form type 13F-HR/A
File number 028-11033
Filing date 2010-04-19
Reporting date 2010-03-31
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Form type 13F-HR
File number 028-11033
Filing date 2010-04-14
Reporting date 2010-03-31
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Form type 13F-HR
File number 028-11033
Filing date 2010-01-19
Reporting date 2009-12-31
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Form type 13F-HR
File number 028-11033
Filing date 2009-11-04
Reporting date 2009-09-30
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Form type 13F-HR
File number 028-11033
Filing date 2009-07-21
Reporting date 2009-06-30
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Form type 13F-HR
File number 028-11033
Filing date 2009-05-13
Reporting date 2009-03-31
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Form type 13F-HR
File number 028-11033
Filing date 2009-01-15
Reporting date 2008-12-31
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Form type 13F-HR
File number 028-11033
Filing date 2008-11-05
Reporting date 2008-09-30
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Form type 13F-HR
File number 028-11033
Filing date 2008-07-22
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Form type 13F-HR
File number 028-11033
Filing date 2008-04-21
Reporting date 2008-03-31
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Form type 13F-HR
File number 028-11033
Filing date 2008-01-23
Reporting date 2007-12-31
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Form type 13F-HR
File number 028-11033
Filing date 2007-10-15
Reporting date 2007-09-30
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Form type 13F-HR
File number 028-11033
Filing date 2007-07-16
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Form type 13F-HR
File number 028-11033
Filing date 2007-04-19
Reporting date 2007-03-31
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Form type 13F-HR
File number 028-11033
Filing date 2007-01-22
Reporting date 2006-12-31
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Form type 13F-HR
File number 028-11033
Filing date 2006-10-26
Reporting date 2006-09-30
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Form type 13F-HR
File number 028-11033
Filing date 2006-07-20
Reporting date 2006-06-30
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Form type 13F-HR
File number 028-11033
Filing date 2006-04-17
Reporting date 2006-03-31
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Form type 13F-HR
File number 028-11033
Filing date 2006-01-19
Reporting date 2005-12-31
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Form type 13F-HR
File number 028-11033
Filing date 2005-10-05
Reporting date 2005-09-30
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Form type 13F-HR/A
File number 028-11033
Filing date 2005-07-21
Reporting date 2005-06-30
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Form type 13F-HR
File number 028-11033
Filing date 2005-04-19
Reporting date 2005-03-31
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Form type 13F-HR/A
File number 028-11033
Filing date 2005-02-07
Reporting date 2004-12-31
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Form type 13F-HR
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Filing date 2005-02-01
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Agent

Name Role Address
FLA LEWIS, III Agent 72 SOUTH MAIN STREET, PROVIDENCE, RI, 02903, USA

Filings

Number Name File Date
202445800940 Annual Report 2024-02-07
202224344920 Annual Report 2022-10-27
202209028830 Annual Report 2022-02-01
202100654200 Annual Report 2021-09-01
202057539920 Annual Report 2020-09-24
201912557060 Annual Report 2019-08-16
201874433860 Annual Report 2018-08-14
201749488720 Annual Report 2017-09-11
201609174770 Annual Report 2016-09-22
201579429230 Annual Report 2015-09-16

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4174257204 2020-04-27 0165 PPP 72 SOUTH MAIN ST, PROVIDENCE, RI, 02903-2995
Loan Status Date 2020-08-13
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 103140
Loan Approval Amount (current) 103140
Undisbursed Amount 0
Franchise Name -
Lender Location ID 120245
Servicing Lender Name Bank Rhode Island
Servicing Lender Address One Turks Head Place, PROVIDENCE, RI, 02903-2219
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description New Business or 2 years or less
Project Address PROVIDENCE, PROVIDENCE, RI, 02903-2995
Project Congressional District RI-01
Number of Employees 4
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 120245
Originating Lender Name Bank Rhode Island
Originating Lender Address PROVIDENCE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount -
Forgiveness Paid Date -

Date of last update: 10 Apr 2025

Sources: Rhode Island Department of State