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NCU Wealth Management, LLC

Company Details

Name: NCU Wealth Management, 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
Principal Address: 1005 DOUGLAS PIKE, SMITHFIELD, RI, 02917, USA
Purpose: FINANCIAL SERVICES
Historical names: Central Financial Services, LLC

Agent

Name Role Address
LISA G. DANDENEAU Agent 1005 DOUGLAS PIKE, SMITHFIELD, RI, 02917, USA

MANAGER

Name Role Address
JASON JOLIN MANAGER 1005 DOUGLAS PIKE SMITHFIELD, RI 02917 USA

Events

Type Date Old Value New Value
Name Change 2011-09-08 Central Financial Services, LLC NCU Wealth Management, LLC

Filings

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
201912094060 Annual Report 2019-08-13
201875098680 Statement of Change of Registered/Resident Agent 2018-08-20
201874576260 Annual Report 2018-08-15
201748579780 Annual Report 2017-08-18
201603443610 Annual Report 2016-08-15

Date of last update: 09 Oct 2024

Sources: Rhode Island Department of State