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Lepine Financial Advisors, Inc.

Company Details

Name: Lepine Financial Advisors, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 02 Feb 2006 (19 years ago)
Identification Number: 000153535
ZIP code: 02865
County: Providence County
Purpose: FINANCIAL ADVISORS
Principal Address: Google Maps Logo 6 BLACKSTONE VALLEY PLACE SUITE 101, LINCOLN, RI, 02865, USA

Industry & Business Activity

NAICS

523920 Portfolio Management

This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Learn more at the U.S. Census Bureau

Agent

Name Role Address
STEPHEN J. DIGIANFILIPPO, ESQ. Agent 50 PARK ROW WEST SUITE 107, PROVIDENCE, RI, 02903, USA

PRESIDENT

Name Role Address
RICHARD R LEPINE PRESIDENT 6 BLACKSTONE VALLEY PLACE, SUITE 101 LINCOLN, RI 02865 USA

Filings

Number Name File Date
202451464990 Annual Report 2024-04-17
202451464620 Statement of Change of Registered/Resident Agent Office 2024-04-17
202330452580 Annual Report 2023-03-10
202212624720 Annual Report 2022-03-03
202193407590 Annual Report 2021-03-01

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-3 CONTINUATION
UCC Filing Number:
Filing Date:
2024-04-08
Action:
Continuation

Parties

Party Name:
Lepine Financial Advisors, Inc.
Party Role:
Debtor(s)
Party Name:
C T CORPORATION SYSTEM, AS REPRESENTATIVE
Party Role:
Secured Parties

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
Filing Date:
2023-08-08
Action:
InitialFiling

Parties

Party Name:
Lepine Financial Advisors, Inc.
Party Role:
Debtor(s)
Party Name:
C T CORPORATION SYSTEM, AS REPRESENTATIVE
Party Role:
Secured Parties

Uniform Commercial Code Summary

Type:
UCC-3 ASSIGNMENT
UCC Filing Number:
Filing Date:
2020-01-15
Action:
Assignment

Parties

Party Name:
Lepine Financial Advisors, Inc.
Party Role:
Debtor(s)
Party Name:
C T CORPORATION SYSTEM, AS REPRESENTATIVE
Party Role:
Secured Parties
Party Name:
BHG FUNDING 01 LLC
Party Role:
Assignee

Date of last update: 28 May 2025

Sources: Rhode Island Department of State