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OREFICE & CALIRI FINANCIAL SERVICES, LLC

Company Details

Name: OREFICE & CALIRI FINANCIAL SERVICES, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 15 Feb 2002 (23 years ago)
Identification Number: 000122992
ZIP code: 02915
County: Providence County
Principal Address: 1445 WAMPANOAG TRAIL SUITE 117 SUITE 117, RIVERSIDE, RI, 02915, USA
Purpose: ADVISING PERSONS IN MATTERS OF VARIOUS FINANCIAL RELATED SERVICES SUCH AS INVESTMENTS, INSURANCE

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
ROBERT A. CALIRI Agent 1445 WAMPANOAG TRAIL SUITE 117, EAST PROVIDENCE, RI, 02915, USA

Filings

Number Name File Date
202444199810 Annual Report 2024-01-18
202327266110 Annual Report 2023-02-02
202208304980 Annual Report 2022-01-20
202101077260 Annual Report 2021-09-08
202055974390 Annual Report 2020-09-18
201913971450 Annual Report 2019-08-20
201876620790 Annual Report 2018-09-04
201749037360 Annual Report 2017-09-01
201608697900 Annual Report 2016-09-12
201578469200 Annual Report 2015-09-08

Date of last update: 10 Apr 2025

Sources: Rhode Island Department of State