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LIGHTHOUSE FINANCIAL MANAGEMENT, LLC

Company Details

Name: LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 18 Dec 2003 (21 years ago)
Identification Number: 000136661
ZIP code: 02891
County: Washington County
Purpose: FINANCIAL PLANNING AND INVESTMENT MANAGEMENT
Principal Address: Google Maps Logo 85 BEACH STREET BUILDING D UNIT 17A, WESTERLY, RI, 02891, USA

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
STEPHEN C. POPLASKI, CPA, CFP Agent 85 BEACH STREET BLDG. D, WESTERLY, RI, 02891, USA

MANAGER

Name Role Address
STEPHEN C POPLASKI MANAGER 85 BEACH STREET, BUILDING D, UNIT 17A WESTERLY, RI 02891- USA

Filings

Number Name File Date
202444315030 Annual Report 2024-01-20
202326556320 Annual Report 2023-01-24
202210835650 Annual Report 2022-02-15
202101062770 Annual Report 2021-09-08
202055953700 Annual Report 2020-09-18

Uniform Commercial Code

The Uniform Commercial Code (UCC) is a comprehensive set of laws governing all commercial transactions in the United States.

A UCC filing is a public notice of a secured transaction. A financing statement indicates a commercial agreement between a debtor and a secured party.

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
Filing Date:
2022-08-16
Action:
InitialFiling

Parties

Party Name:
STEPHEN POPLASKI
Party Role:
Debtor(s)
Party Role:
Secured Parties
Party Name:
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
Party Role:
Debtor(s)

Trademarks

Serial Number:
78960418
Mark:
SENSIBLE PLANNING FOR LIFE
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2006-08-25
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
SENSIBLE PLANNING FOR LIFE

Goods And Services

For:
comprehensive financial planning including investment management
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
78928589
Mark:
LIGHTHOUSE ...SENSIBLE PLANNING FOR LIFE.
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2006-07-13
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
LIGHTHOUSE ...SENSIBLE PLANNING FOR LIFE.

Goods And Services

For:
total wealth management services
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-04-16
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
40
Current Approval Amount:
40695
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
41047.32

Date of last update: 21 May 2025

Sources: Rhode Island Department of State