Search icon

CFI, Inc.

Company claim

Is this your business?

Get access!

Company Details

Name: CFI, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 03 Oct 2005 (20 years ago)
Identification Number: 000150989
ZIP code: 02842
City: Middletown
County: Newport County
Purpose: FINANCIAL PLANNING, INVESTMENT MANAGEMENT, AND TAX PREPARATION SERVICES
Historical names: Corrigan Financial, Inc.
Principal Address: Google Maps Logo 747 AQUIDNECK AVENUE STE 1, MIDDLETOWN, RI, 02842, USA

Agent

Name Role Address
DANIEL G. CORRIGAN Agent 747 AQUIDNECK AVENUE, MIDDLETOWN, RI, 02842, USA

TREASURER

Name Role Address
DANIEL G CORRIGAN TREASURER 34 BENEDICT AVE PORTSMOUTH, RI 02871 USA

SECRETARY

Name Role Address
CHRISTINE M WINSLOW SECRETARY 11 LOYOLA TER NEWPORT, RI 02840 USA

PRESIDENT

Name Role Address
DANIEL G CORRIGAN PRESIDENT 34 BENEDICT AVENUE PORTSMOUTH, RI 02871- USA

VICE PRESIDENT

Name Role Address
ANDRE KHALFAYAN VICE PRESIDENT 196 KING CHARLES DRIVE PORTSMOUTH, RI 02871 USA

Central Index Key

CIK number:
0001990951
Phone:
4018499313

Latest Filings

Form type:
13F-HR
File number:
028-23378
Filing date:
2025-04-15
File:
Form type:
13F-HR
File number:
028-23378
Filing date:
2025-01-13
File:
Form type:
13F-HR
File number:
028-23378
Filing date:
2024-10-04
File:
Form type:
13F-HR
File number:
028-23378
Filing date:
2024-07-12
File:
Form type:
13F-HR
File number:
028-23378
Filing date:
2024-04-22
File:

Form 5500 Series

Employer Identification Number (EIN):
203453910
Plan Year:
2023
Number Of Participants:
37
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
CHRISTINE WINSLOW(Plan administrator)
CHRISTINE WINSLOW(Employer/plan sponsor)
Plan Year:
2022
Number Of Participants:
33
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
CHRISTINE WINSLOW(Plan administrator)
CHRISTINE WINSLOW(Employer/plan sponsor)
Plan Year:
2021
Number Of Participants:
34
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
CHRISTINE WINSLOW(Plan administrator)
Plan Year:
2020
Number Of Participants:
32
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
CHRISTINE WINSLOW(Plan administrator)
Plan Year:
2020
Number Of Participants:
32
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
CHRISTINE WINSLOW(Plan administrator)

Events

Type Date Old Value New Value
Name Change 2025-06-12 Corrigan Financial, Inc. CFI, Inc.

Filings

Number Name File Date
202445879090 Annual Report 2024-02-07
202327359920 Annual Report 2023-02-02
202209773370 Annual Report 2022-02-08
202187786090 Annual Report 2021-01-26
202032501540 Annual Report 2020-01-16

Uniform Commercial Code

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
Filing Date:
2024-04-09
Action:
InitialFiling

Parties

Party Name:
CFI, Inc.
Party Role:
Debtor(s)
Party Name:
Party Role:
Secured Parties

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
Filing Date:
2021-10-14
Action:
InitialFiling

Parties

Party Name:
CFI, Inc.
Party Role:
Debtor(s)
Party Name:
Party Role:
Secured Parties

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
Filing Date:
2021-10-14
Action:
InitialFiling

Parties

Party Name:
CFI, Inc.
Party Role:
Debtor(s)
Party Name:
Party Role:
Secured Parties

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2020-04-17
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$-594,100
Total Face Value Of Loan:
$0

Reviews Leave a review

This company hasn't received any reviews.

Date of last update: 11 Jul 2025

Sources: Rhode Island Department of State