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
Name | Role | Address |
---|---|---|
MICHAEL A. DELPONTE | Agent | 5 ABBOTT VALLEY VIEW DRIVE, CUMBERLAND, RI, 02864, USA |
Type | Date | Old Value | New Value |
---|---|---|---|
Name Change | 2002-07-23 | Horizon Investments L.P. | Crescent Moon Investments L.P. |
Number | Name | File Date |
---|---|---|
202458389700 | Annual Report - Amended | 2024-07-29 |
202458389250 | Annual Report | 2024-07-29 |
202455977900 | Revocation Notice For Failure to File An Annual Report | 2024-06-18 |
202037465270 | Certificate of Amendment to Certificate of Limited Partnership | 2002-07-23 |
202037466240 | Certificate of Limited Partnership | 2002-05-09 |
Date of last update: 21 May 2025
Sources: Rhode Island Department of State