NAICS
523920 Portfolio ManagementThis 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
Name | Role | Address |
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CT CORPORATION SYSTEM | Agent | 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA |
Name | Role | Address |
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BARRY G GOWDY | TREASURER | 191 W. NATIONWIDE BLVD., SUITE 600 COLUMBUS, OH 43215 USA |
Name | Role | Address |
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WILLIAM B OWENS JR | SECRETARY | 236 THIRD STREET BATON ROUGE, LA 70801 US |
Name | Role | Address |
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THOMAS J ADAMEK | PRESIDENT | 326 THIRD STREET BATON ROUGE, LA 70801- USA |
Name | Role | Address |
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GORDON S LEBLANC | VICE PRESIDENT | 236 THIRD STREET BATON ROUGE, LA 70801 US |
WILLIAM B OWENS JR | VICE PRESIDENT | 236 THIRD STREET BATON ROUGE, LA 70801 US |
Name | Role | Address |
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JOHN P WITTEN | OTHER OFFICER | 191 W NATIONWIDE BLVD STE 600 COLUMBUS, OH 43215 UNI |
Number | Name | File Date |
---|---|---|
202223904440 | Revocation Certificate For Failure to File the Annual Report for the Year | 2022-10-12 |
202220093020 | Revocation Notice For Failure to File An Annual Report | 2022-06-27 |
202193492370 | Annual Report - Amended | 2021-03-03 |
202193490600 | Annual Report | 2021-03-03 |
202035477130 | Annual Report | 2020-02-28 |
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.
Date of last update: 28 May 2025
Sources: Rhode Island Department of State