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JAMIEL FINANCIAL ADVISORS, LLC

Company Details

Name: JAMIEL FINANCIAL ADVISORS, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 07 Jul 2003 (22 years ago)
Identification Number: 000133140
ZIP code: 02915
County: Providence County
Principal Address: 1375 WAMPANOAG TRAIL, EAST PROVIDENCE, RI, 02915, USA
Mailing Address: PO BOX 134, ADAMSVILLE, RI, 02801, USA
Purpose: FINANCIAL SERVICES

Industry & Business Activity

NAICS

523930 Investment Advice

This 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

Agent

Name Role Address
KURT JAMIEL Agent 1375 WAMPANOAG TRAIL, EAST PROVIDENCE, RI, 02915, USA

Filings

Number Name File Date
202450373950 Annual Report 2024-04-08
202333142460 Annual Report 2023-04-17
202333141850 Statement of Change of Registered/Resident Agent 2023-04-17
202213190170 Annual Report 2022-03-21
202107019750 Annual Report 2021-12-13
202106285020 Revocation Notice For Failure to File An Annual Report 2021-12-03
202069777390 Annual Report 2020-10-29
201924919430 Annual Report 2019-10-21
201878610870 Annual Report 2018-10-01
201749021620 Annual Report 2017-09-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1713128508 2021-02-19 0165 PPS 239 Water St, Warren, RI, 02885-3113
Loan Status Date 2022-01-31
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 17057.5
Loan Approval Amount (current) 17057.5
Undisbursed Amount 0
Franchise Name -
Lender Location ID 65657
Servicing Lender Name BankNewport
Servicing Lender Address 10 Washington Sq, NEWPORT, RI, 02840-2948
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Warren, BRISTOL, RI, 02885-3113
Project Congressional District RI-01
Number of Employees 2
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 65657
Originating Lender Name BankNewport
Originating Lender Address NEWPORT, RI
Gender Male Owned
Veteran Veteran
Forgiveness Amount 17204.71
Forgiveness Paid Date 2022-01-06
5301537007 2020-04-05 0165 PPP 239 Water Street, WARREN, RI, 02885-3113
Loan Status Date 2021-02-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 17057
Loan Approval Amount (current) 17057
Undisbursed Amount 0
Franchise Name -
Lender Location ID 65657
Servicing Lender Name BankNewport
Servicing Lender Address 10 Washington Sq, NEWPORT, RI, 02840-2948
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address WARREN, BRISTOL, RI, 02885-3113
Project Congressional District RI-01
Number of Employees 2
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 65657
Originating Lender Name BankNewport
Originating Lender Address NEWPORT, RI
Gender Male Owned
Veteran Veteran
Forgiveness Amount 17169.16
Forgiveness Paid Date 2020-12-17

Date of last update: 11 Apr 2025

Sources: Rhode Island Department of State