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02891
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC

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
Principal Address:	85 BEACH STREET BUILDING D UNIT 17A, WESTERLY, RI, 02891, USA
Purpose:	FINANCIAL PLANNING AND INVESTMENT MANAGEMENT

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
201912087350	Annual Report	2019-08-13
201875121090	Annual Report	2018-08-21
201749244010	Annual Report	2017-09-06
201608844520	Annual Report	2016-09-14
201577664750	Annual Report	2015-09-04
201445066240	Annual Report	2014-09-01
201326977470	Annual Report	2013-08-19
201296381240	Annual Report	2012-08-25
201183137240	Annual Report	2011-09-17
201072332370	Annual Report	2010-11-17
200954946700	Statement of Change of Registered/Resident Agent	2009-11-10
200953464520	Annual Report	2009-10-27
200836435560	Annual Report	2008-10-16
200701355430	Annual Report	2007-10-17
202040680550	Annual Reports - Prior to 2006	2005-10-27

Paycheck Protection Program

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

2901177202

2020-04-16

0165

PPP

85 BEACH ST, WESTERLY, RI, 02891-2717

Loan Status Date	2021-04-16
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	40
Loan Approval Amount (current)	40695
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	9551
Servicing Lender Name	Bank of America, National Association
Servicing Lender Address	100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator	R
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	WESTERLY, WASHINGTON, RI, 02891-2717
Project Congressional District	RI-02
Number of Employees	5
NAICS code	812990
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Limited Liability Company(LLC)
Originating Lender ID	9551
Originating Lender Name	Bank of America, National Association
Originating Lender Address	CHARLOTTE, NC
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	41047.32
Forgiveness Paid Date	2021-03-17

Date of last update: 11 Apr 2025

Sources: Rhode Island Department of State