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GPS INVESTMENT ADVISORS, LLC

Company Details

Name: GPS INVESTMENT ADVISORS, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 14 Feb 2007 (18 years ago)
Identification Number: 000161830
ZIP code: 02903
County: Providence County
Purpose: INVESTMENT SERVICES
Principal Address: Google Maps Logo 42 WEYBOSSET STREET, PROVIDENCE, RI, 02903, USA
Mailing Address: Google Maps Logo 42 WEYBOSSET STREET PH LEVEL, PROVIDENCE, RI, 02903, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Agent

Name Role Address
MICHAEL F. SWEENEY, ESQ. Agent 321 SOUTH MAIN STREET 4TH FLOOR, PROVIDENCE, RI, 02903, USA

Filings

Number Name File Date
202454307870 Annual Report 2024-05-14
202454307320 Annual Report 2024-05-14
202336346540 Annual Report 2023-05-30
202221076680 Annual Report 2022-07-11
202219541200 Revocation Notice For Failure to File An Annual Report 2022-06-22

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:
2023-03-17
Action:
Continuation

Parties

Party Name:
GPS INVESTMENT ADVISORS, LLC
Party Role:
Debtor(s)

Uniform Commercial Code Summary

Type:
UCC-3 CONTINUATION
UCC Filing Number:
Filing Date:
2018-03-22
Action:
Continuation

Parties

Party Name:
GPS INVESTMENT ADVISORS, LLC
Party Role:
Debtor(s)
Party Name:
BANK OF AMERICA
Party Role:
Secured Parties

Uniform Commercial Code Summary

Type:
UCC-3 CONTINUATION
UCC Filing Number:
Filing Date:
2013-03-22

Parties

Party Name:
GPS INVESTMENT ADVISORS, LLC
Party Role:
Debtor(s)
Party Name:
BANK OF AMERICA
Party Role:
Secured Parties

USAspending Awards / Financial Assistance

Date:
2020-05-03
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
123957.00
Total Face Value Of Loan:
123957.00
Date:
2008-09-05
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
70000.00
Total Face Value Of Loan:
70000.00

Trademarks

Serial Number:
77131568
Mark:
GPS INVESTMENT ADVISORS
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2007-03-15
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
GPS INVESTMENT ADVISORS

Goods And Services

For:
Investment advisory services
First Use:
2007-02-13
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
123957
Current Approval Amount:
123957
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
125064.12

Date of last update: 28 May 2025

Sources: Rhode Island Department of State