| Name: | NCU Holding Company, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 28 Jun 2002 (23 years ago) |
| Identification Number: | 000125604 |
| ZIP code: | 02917 |
| County: | Providence County |
| Purpose: | FINANCIAL SERVICES |
| Fictitious names: |
NCU Wealth Management (trading name, 2024-11-13 - ) |
| Historical names: |
Central Financial Services, LLC NCU Wealth Management, LLC |
| Principal Address: |
1005 DOUGLAS PIKE, SMITHFIELD, RI, 02917, USA
|
| Name | Role | Address |
|---|---|---|
| LISA G. DANDENEAU | Agent | 1005 DOUGLAS PIKE, SMITHFIELD, RI, 02917, USA |
| Name | Role | Address |
|---|---|---|
| KATHLEEN C. OROVITZ | MANAGER | 1005 DOUGLAS PIKE SMITHFIELD, RI 02917 USA |
| LISA G. DANDENEAU | MANAGER | 1005 DOUGLAS PIKE SMITHFIELD, RI 02917 USA |
| DAVID J. PELLEGRINO | MANAGER | 1005 DOULGAS PIKE SMITHFIELD, RI 02917 USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2024-11-13 | NCU Wealth Management, LLC | NCU Holding Company, LLC |
| Name Change | 2011-09-08 | Central Financial Services, LLC | NCU Wealth Management, LLC |
| Number | Name | File Date |
|---|---|---|
| 202449639140 | Annual Report | 2024-03-28 |
| 202334134220 | Annual Report | 2023-04-26 |
| 202213814210 | Annual Report | 2022-04-01 |
| 202101047290 | Annual Report | 2021-09-08 |
| 202067501870 | Annual Report | 2020-10-22 |
Date of last update: 21 May 2025
Sources: Rhode Island Department of State
