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WEYBOSSET RESEARCH & MANAGEMENT, LLC

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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
City: Providence
County: Providence County
Purpose: INVESTMENT ADVISORY BUSINESS
Principal Address: Google Maps Logo 50 SOUTH MAIN STREET SUITE 205, PROVIDENCE, RI, 02903, 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
FLA LEWIS, III Agent 72 SOUTH MAIN STREET, PROVIDENCE, RI, 02903, USA

Central Index Key

CIK number:
0001280604
Phone:
4014217171

Latest Filings

Form type:
13F-HR
File number:
028-11033
Filing date:
2025-04-09
File:
Form type:
13F-HR
File number:
028-11033
Filing date:
2025-01-10
File:
Form type:
N-PX
File number:
028-11033
Filing date:
2024-11-12
File:
Form type:
13F-HR
File number:
028-11033
Filing date:
2024-10-02
File:
Form type:
13F-HR
File number:
028-11033
Filing date:
2024-07-22
File:

Form 5500 Series

Employer Identification Number (EIN):
050510371
Plan Year:
2023
Number Of Participants:
3
Plan Name:
401(K)
Sponsor's telephone number:
Plan Year:
2022
Number Of Participants:
4
Plan Name:
401(K)
Sponsor's telephone number:
Plan Year:
2021
Number Of Participants:
4
Plan Name:
401(K)
Sponsor's telephone number:
Plan Year:
2020
Number Of Participants:
4
Plan Name:
401(K)
Sponsor's telephone number:
Plan Year:
2019
Number Of Participants:
4
Plan Name:
401(K)
Sponsor's telephone number:

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

Uniform Commercial Code

Uniform Commercial Code Summary

Type:
UCC-3 CONTINUATION
UCC Filing Number:
Filing Date:
2022-02-22
Action:
Continuation

Parties

Party Name:
WEYBOSSET RESEARCH & MANAGEMENT, LLC
Party Role:
Debtor(s)

Uniform Commercial Code Summary

Type:
UCC-3 CONTINUATION
UCC Filing Number:
Filing Date:
2016-12-27

Parties

Party Name:
WEYBOSSET RESEARCH & MANAGEMENT, LLC
Party Role:
Debtor(s)
Party Role:
Secured Parties

Uniform Commercial Code Summary

Type:
UCC-3 CONTINUATION
UCC Filing Number:
Filing Date:
2011-11-17

Parties

Party Name:
WEYBOSSET RESEARCH & MANAGEMENT, LLC
Party Role:
Debtor(s)
Party Role:
Secured Parties

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2020-04-27
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$103,140
Total Face Value Of Loan:
$103,140

Paycheck Protection Program

Jobs Reported:
4
Initial Approval Amount:
$103,140
Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$103,140
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Servicing Lender:
Bank Rhode Island
Use of Proceeds:
Payroll: $103,140

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Date of last update: 10 Jul 2025

Sources: Rhode Island Department of State