Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Kent County
    4. ›
  4. Warwick
    5. ›
  5. Massey & Associates, Inc.

Massey & Associates, Inc.

Company claim

Is this your business?

Get access!

Company Details

Name: Massey & Associates, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 06 Feb 2001 (24 years ago)
Identification Number: 000116781
ZIP code: 02886
City: Warwick
County: Kent County
Purpose: TO PROVIDE FINANCIAL SERVICES AND SALE OF FINANCIAL/INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES RELATING TO RETIREMENT PLANNING.
Fictitious names: Massey and Associates, Inc. (trading name, 2020-10-05 - )
Ameri-Tax Wealth Advisory Group (trading name, 2007-03-20 - )
Ameri-Tax Advisory Group (trading name, 2004-01-05 - )
Principal Address: Google Maps Logo 250F CENTERVILLE RD SUITE 14, WARWICK, RI, 02886, 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

Companies doing Investment advice

Agent

Name Role Address
JEFFREY H. MASSEY Agent 250F CENTERVILLE ROAD, WARWICK, RI, 02886, USA

PRESIDENT

Name Role Address
JEFFREY HENRY MASSEY PRESIDENT 250F CENTERVILLE RD WARWICK, RI 02886 USA
JEFFREY H MASSEY PRESIDENT 250F CENTERVILLE RD, SUITE 14 WARWICK, RI 02886 UNI

OTHER OFFICER

Name Role Address
JEFFREY H MASSEY OTHER OFFICER 250F CENTERVILLE RD WARWICK, RI 02886 USA

Form 5500 Series

Employer Identification Number (EIN):
050516089
Plan Year:
2023
Number Of Participants:
9
Plan Name:
401(K)
Sponsor's telephone number:
4013338000
File:
View File
Plan Year:
2022
Number Of Participants:
7
Plan Name:
401(K)
Sponsor's telephone number:
4013338000
File:
View File
Plan Year:
2021
Number Of Participants:
5
Plan Name:
401(K)
Sponsor's telephone number:
4013338000
File:
View File

Filings

Number Name File Date
202445593130 Annual Report 2024-02-05
202328498240 Annual Report 2023-02-15
202209234970 Annual Report 2022-02-02
202184132520 Annual Report 2021-01-04
202061199280 Statement of Change of Registered/Resident Agent Office 2020-10-05

Uniform Commercial Code

Uniform Commercial Code Summary

Type:
UCC-3 TERMINATION
UCC Filing Number:
202430666940
Filing Date:
2024-06-10
Action:
TerminationSecuredParty

Parties

Party Name:
Massey & Associates, Inc.
Party Role:
Debtor(s)

Uniform Commercial Code Summary

Type:
UCC-3 CONTINUATION
UCC Filing Number:
202430249990
Filing Date:
2024-02-29
Action:
Continuation

Parties

Party Name:
Massey & Associates, Inc.
Party Role:
Debtor(s)
Party Name:
FREEDOM NATIONAL BANK
Party Role:
Secured Parties

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
201921122860
Filing Date:
2019-05-20
Action:
InitialFiling

Parties

Party Name:
Massey & Associates, Inc.
Party Role:
Debtor(s)
Party Name:
FREEDOM NATIONAL BANK
Party Role:
Secured Parties

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2020-04-13
Link:
View on USAspending
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:
$64,300
Total Face Value Of Loan:
$64,300

Paycheck Protection Program

Jobs Reported:
7
Initial Approval Amount:
$64,300
Date Approved:
2020-04-12
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$64,300
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Veteran
Forgiveness Amount:
$65,053.74
Servicing Lender:
Bristol County Savings Bank
Use of Proceeds:
Payroll: $64,300

Reviews Leave a review

This company hasn't received any reviews.

Date of last update: 10 Jul 2025

Sources: Rhode Island Department of State

Privacy policy Policy
About us About us Business Directory
Contacts Contact us

© 2025 riorgs.com, Part of Big Data Integrated