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Collis Group, Inc.

Company Details

Name: Collis Group, Inc.
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Activ
Date of Organization in Rhode Island: 06 Dec 2006 (18 years ago)
Identification Number: 000160209
Place of Formation: DELAWARE
Purpose: INVESTMENT MANAGEMENT
Fictitious names: EverWatch Financial, Inc. (trading name, 2006-12-07 - )
EverWatch (trading name, 2025-02-13 - )
Principal Address: Google Maps Logo 515 N FLAGLER DR STE 1125 SUITE 1125, WEST PALM BEACH, FL, 33401, USA

Industry & Business Activity

NAICS

523110 Investment Banking and Securities Dealing

This industry comprises establishments primarily engaged in underwriting, originating, and/or maintaining markets for issues of securities. Investment bankers act as principals (i.e., investors who buy or sell on their own account) in firm commitment transactions or act as agents in best effort and standby commitments. This industry also includes establishments acting as principals in buying or selling securities generally on a spread basis, such as securities dealers or stock option dealers. Learn more at the U.S. Census Bureau

Agent

Name Role Address
CORPORATION SERVICE COMPANY Agent 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA

DIRECTOR

Name Role Address
MATTHEW C WOMBLE DIRECTOR 515 N FLAGLER DR STE 1125 WEST PALM BCH, FL 33401-4309 USA
FROHMAN C ANDERSON DIRECTOR 515 N FLAGLER DR STE 1125 WEST PALM BCH, FL 33401-4309 USA
ASTRID C WOMBLE DIRECTOR 515 N FLAGLER DR STE 1125 WEST PALM BCH, FL 33401-4309 USA
ELFRIEDE A. COLLIS DIRECTOR 515 N FLAGLER DR STE 1125 WEST PALM BCH, FL 33401-4309 USA

CEO

Name Role Address
MATTHEW C WOMBLE CEO 515 N FLAGLER DR STE 1125 WEST PALM BEACH, FL 33401 USA

CFO

Name Role Address
ROBERT K BREYER CFO 515 N FLAGLER DR STE 1125 WEST PALM BCH, FL 33401-4309 USA

CIO

Name Role Address
THEODORE KOKAS CIO 515 N FLAGLER DR STE 1125 WEST PALM BCH, FL 33401-4309 USA

DIRECTOR PVT MARKETS

Name Role Address
RODNEY A LUMPKIN DIRECTOR PVT MARKETS 515 N FLAGLER DR STE 1125 WEST PALM BCH, FL 33401-4309 USA

OTHER OFFICER

Name Role
KELLY TABOR OTHER OFFICER

GENERAL COUNSEL

Name Role Address
EDWARD L. SIMPSON GENERAL COUNSEL 515 N FLAGLER DR STE 1125 WEST PALM BCH, FL 33401-4309 USA

COO

Name Role Address
EDWARD L SIMPSON COO 515 N FLAGLER DR STE 1125 WEST PALM BCH, FL 33401-4309 USA

Form 5500 Series

Employer Identification Number (EIN):
205825637
Plan Year:
2018
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2017
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2016
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2015
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2014
Number Of Participants:
8
Sponsors Telephone Number:

Filings

Number Name File Date
202443697290 Annual Report 2024-01-03
202332439570 Annual Report 2023-04-06
202212500240 Annual Report 2022-03-09
202192478230 Annual Report 2021-02-22
202055933900 Annual Report 2020-09-18

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-1 Standard
UCC Filing Number:
Filing Date:
2021-07-01
Action:
InitialFiling

Parties

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

Date of last update: 28 May 2025

Sources: Rhode Island Department of State