| Name: | The Roosevelt Investment Group, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Corporation |
| Status: | Conversion |
| Date of Organization in Rhode Island: | 28 Jun 2006 (19 years ago) |
| Date of Dissolution: | 28 Dec 2020 (4 years ago) |
| Date of Status Change: | 28 Dec 2020 (4 years ago) |
| Branch of: | The Roosevelt Investment Group, Inc., NEW YORK (Company Number 1489751) |
| Identification Number: | 000157166 |
| ZIP code: | 02906 |
| County: | Providence County |
| Place of Formation: | NEW YORK |
| Principal Address: | 4 RICHMOND SQUARE SUITE 100, PROVIDENCE, RI, 02906, USA |
| Purpose: | BACK OFFICE FOR FINANCIAL SERVICES COMPANY |
| NAICS: | 523930 - Investment Advice |
| Name | Role | Address |
|---|---|---|
| DAVID SHEER | Agent | 4 RICHMOND SQUARE SUITE 500, PROVIDENCE, RI, 02906, USA |
| Name | Role | Address |
|---|---|---|
| DAVID SHEER | CO-CEO | 120 PROSPECT STREET PROVIDENCE, RI 02906 USA |
| ADAM SHEER | CO-CEO | 750 COLUMBUS AVE, APT 2H NEW YORK, NY 10025 USA |
| Name | Role | Address |
|---|---|---|
| ARTHUR H SHEER | CIO | 13287 AVILA BEACH COVE DELRAY BEACH, FL 33446 USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Conversion | 2020-12-28 | The Roosevelt Investment Group, Inc. | The Roosevelt Investment Group, LLC on 12-28-2020 |
| Number | Name | File Date |
|---|---|---|
| 202030966530 | Annual Report | 2020-01-02 |
| 201882898190 | Annual Report | 2018-12-19 |
| 201855522550 | Annual Report | 2018-01-02 |
| 201729565580 | Annual Report | 2017-01-05 |
| 201693055780 | Annual Report | 2016-02-24 |
| 201553961570 | Annual Report | 2015-01-21 |
| 201432320410 | Annual Report | 2014-01-03 |
| 201309766680 | Annual Report | 2013-01-15 |
| 201309766130 | Statement of Change of Registered/Resident Agent | 2013-01-15 |
| 201307972830 | Revocation Notice For Failure to Maintain a Registered Office | 2013-01-08 |
Date of last update: 10 Oct 2024
Sources: Rhode Island Department of State
