| Name: | Knickerbocker Wealth Resources, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 14 Jun 2007 (18 years ago) |
| Identification Number: | 000164521 |
| ZIP code: | 02903 |
| County: | Providence County |
| Purpose: | PERSONAL INSURANCE SERVICES AND PRODUCTS |
| Historical names: |
Navigate Wealth, LLC |
| Principal Address: |
100 WESTMINSTER STREET SUITE 1202, PROVIDENCE, RI, 02903, USA
|
NAICS
524210 Insurance Agencies and BrokeragesThis industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| LESLEY W. SHEELEY | Agent | 100 WESTMINSTER STREET SUITE 1202, PROVIDENCE, RI, 02903, USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2016-01-25 | Navigate Wealth, LLC | Knickerbocker Wealth Resources, LLC |
| Number | Name | File Date |
|---|---|---|
| 202458247000 | Annual Report | 2024-07-22 |
| 202456126550 | Revocation Notice For Failure to File An Annual Report | 2024-06-18 |
| 202326220050 | Annual Report | 2023-01-19 |
| 202208511360 | Annual Report | 2022-01-24 |
| 202101035990 | Annual Report | 2021-09-07 |
Date of last update: 28 May 2025
Sources: Rhode Island Department of State
