| Name: | ELIOT ROSE WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 08 Apr 2002 (23 years ago) |
| Identification Number: | 000124090 |
| ZIP code: | 02920 |
| County: | Providence County |
| Principal Address: | 1000 CHAPEL VIEW BOULEVARD SUITE 240, CRANSTON, RI, 02920, USA |
| Purpose: | INVESTMENT ADVISORY BUSINESS |
| Fictitious names: |
Eliot Rose Wealth Management, LLC (trading name, 2016-03-31 - 2022-03-17) |
| Historical names: |
ELIOT ROSE ASSET MANAGEMENT, LLC |
NAICS
523930 Investment AdviceThis 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
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| 1213968 | 1000 CHAPEL VIEW BOULEVARD, SUITE 240, CRANSTON, RI, 02920 | 1000 CHAPEL VIEW BOULEVARD, SUITE 240, CRANSTON, RI, 02920 | (401) 588-5103 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | SC 13D/A |
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| Form type | SC 13D/A |
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| Form type | SC 13D/A |
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| Form type | SC 13D/A |
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| Form type | SC 13G/A |
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| Form type | SC 13D/A |
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| Form type | SC 13D/A |
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| Form type | SC 13D/A |
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| Filing date | 2005-03-10 |
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Filings since 2005-02-11
| Form type | SC 13G/A |
| Filing date | 2005-02-11 |
| File | View File |
Filings since 2005-02-11
| Form type | SC 13G/A |
| Filing date | 2005-02-11 |
| File | View File |
Filings since 2005-02-11
| Form type | SC 13G/A |
| Filing date | 2005-02-11 |
| File | View File |
Filings since 2005-02-11
| Form type | SC 13G/A |
| Filing date | 2005-02-11 |
| File | View File |
Filings since 2005-02-11
| Form type | SC 13D/A |
| Filing date | 2005-02-11 |
| File | View File |
Filings since 2005-02-11
| Form type | SC 13G/A |
| Filing date | 2005-02-11 |
| File | View File |
Filings since 2005-02-11
| Form type | SC 13G/A |
| Filing date | 2005-02-11 |
| File | View File |
Filings since 2004-10-28
| Form type | SC 13G |
| Filing date | 2004-10-28 |
| File | View File |
Filings since 2004-10-28
| Form type | SC 13G |
| Filing date | 2004-10-28 |
| File | View File |
Filings since 2004-10-28
| Form type | SC 13D |
| Filing date | 2004-10-28 |
| File | View File |
Filings since 2004-10-28
| Form type | SC 13D/A |
| Filing date | 2004-10-28 |
| File | View File |
Filings since 2004-05-24
| Form type | SC 13D/A |
| Filing date | 2004-05-24 |
| File | View File |
Filings since 2004-04-29
| Form type | SC 13D/A |
| Filing date | 2004-04-29 |
| File | View File |
Filings since 2004-03-04
| Form type | SC 13D/A |
| Filing date | 2004-03-04 |
| File | View File |
Filings since 2004-02-24
| Form type | SC 13D/A |
| Filing date | 2004-02-24 |
| File | View File |
Filings since 2004-02-24
| Form type | SC 13D/A |
| Filing date | 2004-02-24 |
| File | View File |
Filings since 2004-02-24
| Form type | SC 13D |
| Filing date | 2004-02-24 |
| File | View File |
Filings since 2004-02-04
| Form type | SC 13G/A |
| Filing date | 2004-02-04 |
| File | View File |
Filings since 2004-02-03
| Form type | SC 13G/A |
| Filing date | 2004-02-03 |
| File | View File |
Filings since 2004-02-03
| Form type | SC 13G/A |
| Filing date | 2004-02-03 |
| File | View File |
Filings since 2004-02-03
| Form type | SC 13G/A |
| Filing date | 2004-02-03 |
| File | View File |
Filings since 2004-02-03
| Form type | SC 13G/A |
| Filing date | 2004-02-03 |
| File | View File |
Filings since 2004-02-03
| Form type | SC 13G/A |
| Filing date | 2004-02-03 |
| File | View File |
Filings since 2004-02-03
| Form type | SC 13G/A |
| Filing date | 2004-02-03 |
| File | View File |
Filings since 2004-01-16
| Form type | SC 13G/A |
| Filing date | 2004-01-16 |
| File | View File |
Filings since 2003-08-11
| Form type | SC 13G/A |
| Filing date | 2003-08-11 |
| File | View File |
Filings since 2003-02-14
| Form type | SC 13G |
| Filing date | 2003-02-14 |
| File | View File |
Filings since 2003-02-14
| Form type | SC 13G |
| Filing date | 2003-02-14 |
| File | View File |
Filings since 2003-02-14
| Form type | SC 13G |
| Filing date | 2003-02-14 |
| File | View File |
Filings since 2003-02-14
| Form type | SC 13D |
| Filing date | 2003-02-14 |
| File | View File |
Filings since 2003-02-14
| Form type | SC 13D |
| Filing date | 2003-02-14 |
| File | View File |
Filings since 2003-02-14
| Form type | SC 13G |
| Filing date | 2003-02-14 |
| File | View File |
Filings since 2003-02-14
| Form type | SC 13G |
| Filing date | 2003-02-14 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BLOSSOM ROSE 401(K) PLAN | 2023 | 043649045 | 2024-05-01 | ELIOT ROSE WEALTH MANAGEMENT, LLC | 6 | |||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-05-01 |
| Name of individual signing | JASON SIPERSTEIN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-05-01 |
| Name of individual signing | JASON SIPERSTEIN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| SUSAN LEACH DEBLASIO, ESQ. | Agent | ADLER POLLOCK & SHEEHAN P.C. ONE CITIZENS PLAZA 8TH FLOOR, PROVIDENCE, RI, 02903, USA |
| Name | Role | Address |
|---|---|---|
| GARY S SIPERSTEIN | MANAGER | 130 JOSEPH COURT WARWICK, RI 02886 USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2022-03-18 | ELIOT ROSE ASSET MANAGEMENT, LLC | ELIOT ROSE WEALTH MANAGEMENT, LLC |
| Merged | 2006-01-01 | Tapestry Capital Management, LLC on | ELIOT ROSE WEALTH MANAGEMENT, LLC |
| Number | Name | File Date |
|---|---|---|
| 202452936540 | Annual Report | 2024-04-29 |
| 202332742580 | Annual Report | 2023-04-11 |
| 202216363030 | Annual Report | 2022-04-29 |
| 202213058560 | Articles of Amendment | 2022-03-18 |
| 202213045830 | Statement of Abandonment of Use of Fictitious Business Name | 2022-03-17 |
| 202105642860 | Annual Report | 2021-12-01 |
| 202077333810 | Annual Report | 2020-11-25 |
| 201926957700 | Annual Report | 2019-11-06 |
| 201995316020 | Annual Report | 2019-06-04 |
| 201992688030 | Revocation Notice For Failure to File An Annual Report | 2019-05-13 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 7352327002 | 2020-04-07 | 0165 | PPP | 1300 DIVISION RD, WEST WARWICK, RI, 02893-7551 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
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Date of last update: 10 Apr 2025
Sources: Rhode Island Department of State
