| 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 |
| NAICS: | 523930 - Investment Advice |
| Fictitious names: |
Eliot Rose Wealth Management, LLC (trading name, 2016-03-31 - 2022-03-17) |
| Historical names: |
ELIOT ROSE ASSET MANAGEMENT, LLC |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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 13G/A |
| Filing date | 2018-02-15 |
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| Form type | SC 13G/A |
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| Form type | SC 13G |
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| Form type | SC 13G/A |
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| Form type | SC 13G/A |
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| Form type | SC 13G/A |
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Filings since 2010-02-08
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Filings since 2006-02-10
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| Form type | SC 13G/A |
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| Form type | SC 13G/A |
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| Form type | SC 13G/A |
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| Form type | SC 13G/A |
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Filings since 2006-02-10
| Form type | SC 13G |
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Filings since 2006-02-10
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Filings since 2005-11-30
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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 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 13G/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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Filings since 2005-04-13
| Form type | SC 13D/A |
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Filings since 2005-03-10
| Form type | SC 13G |
| Filing date | 2005-03-10 |
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Filings since 2005-03-10
| Form type | SC 13G |
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Filings since 2005-02-11
| Form type | SC 13G |
| Filing date | 2005-02-11 |
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| Form type | SC 13G/A |
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| Form type | SC 13G/A |
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| Form type | SC 13G/A |
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| Form type | SC 13G/A |
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| Form type | SC 13G/A |
| Filing date | 2005-02-11 |
| File | View File |
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| Form type | SC 13G/A |
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| Filing date | 2004-10-28 |
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| Filing date | 2004-10-28 |
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| Form type | SC 13D/A |
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| Form type | SC 13D |
| Filing date | 2004-02-24 |
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| Form type | SC 13G/A |
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| Form type | SC 13G/A |
| Filing date | 2004-02-03 |
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| Form type | SC 13G/A |
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Filings since 2004-02-03
| Form type | SC 13G/A |
| Filing date | 2004-02-03 |
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Filings since 2004-02-03
| Form type | SC 13G/A |
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| Form type | SC 13G/A |
| Filing date | 2003-08-11 |
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| Form type | SC 13G |
| Filing date | 2003-02-14 |
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Filings since 2003-02-14
| Form type | SC 13G |
| Filing date | 2003-02-14 |
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Filings since 2003-02-14
| Form type | SC 13G |
| Filing date | 2003-02-14 |
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Filings since 2003-02-14
| Form type | SC 13D |
| Filing date | 2003-02-14 |
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Filings since 2003-02-14
| Form type | SC 13D |
| Filing date | 2003-02-14 |
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Filings since 2003-02-14
| Form type | SC 13G |
| Filing date | 2003-02-14 |
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| 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 |
Date of last update: 09 Oct 2024
Sources: Rhode Island Department of State
