| Name: | James Caird, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 11 Jun 2008 (17 years ago) |
| Identification Number: | 000423617 |
| ZIP code: | 02903 |
| County: | Providence County |
| Principal Address: | 101 DYER STREET 4TH FLOOR, PROVIDENCE, RI, 02903, USA |
| Purpose: | INVESTMENT AND ADVISORY BUSINESS Title: 7-1.2-1701 |
| NAICS: | 523930 - Investment Advice |
| Historical names: |
Endurance Wealth Management, Inc. |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | James Caird, Inc., COLORADO | 20141626198 | COLORADO |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1476225 | 101 DYER STREET 4TH FLOOR, PROVIDENCE, RI, 02903 | 101 DYER STREET 4TH FLOOR, PROVIDENCE, RI, 02903 | 401-85400993 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2023-08-09 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-02
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2023-05-02 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-01
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2023-02-01 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-21
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2022-10-21 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-20
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2022-07-20 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-20
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2022-04-20 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-19
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2022-01-19 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-28
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2021-10-28 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-04
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2021-08-04 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-05
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2021-05-05 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-01-15
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2021-01-15 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-27
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2020-10-27 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-07-14
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2020-07-14 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-11
| Form type | 13F-HR/A |
| File number | 028-13606 |
| Filing date | 2020-05-11 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-04-17
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2020-04-17 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-14
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2020-01-14 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-18
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2019-10-18 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-07-30
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2019-07-30 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-01
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2019-05-01 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-01-14
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2019-01-14 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-10-10
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2018-10-10 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-08-02
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2018-08-02 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-04-19
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2018-04-19 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-01-18
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2018-01-18 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-10-19
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2017-10-19 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-01
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2017-08-01 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-05
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2017-05-05 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-01-12
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2017-01-12 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-10-28
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2016-10-28 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-08-04
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2016-08-04 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-04-12
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2016-04-12 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-01-27
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2016-01-27 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-11-06
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2015-11-06 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-07-24
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2015-07-24 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-04-28
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2015-04-28 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-01-06
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2015-01-06 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-10-24
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2014-10-24 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-08-01
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2014-08-01 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-04-17
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2014-04-17 |
| Reporting date | 2014-03-31 |
| File | View File |
Filings since 2014-01-06
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2014-01-06 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-10-22
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2013-10-22 |
| Reporting date | 2013-09-30 |
| File | View File |
Filings since 2013-07-31
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2013-07-31 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2013-05-03
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2013-05-03 |
| Reporting date | 2013-03-31 |
| File | View File |
Filings since 2013-02-01
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2013-02-01 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-10-25
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2012-10-25 |
| Reporting date | 2012-09-30 |
| File | View File |
Filings since 2012-08-07
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2012-08-07 |
| Reporting date | 2012-06-30 |
| File | View File |
Filings since 2012-04-30
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2012-04-30 |
| Reporting date | 2012-03-31 |
| File | View File |
Filings since 2012-01-20
| Form type | 13F-HR/A |
| File number | 028-13606 |
| Filing date | 2012-01-20 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2012-01-19
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2012-01-19 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2011-10-07
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2011-10-07 |
| Reporting date | 2011-09-30 |
| File | View File |
Filings since 2011-08-03
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2011-08-03 |
| Reporting date | 2011-06-30 |
| File | View File |
Filings since 2011-04-20
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2011-04-20 |
| Reporting date | 2011-03-31 |
| File | View File |
Filings since 2011-02-02
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2011-02-02 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2010-11-05
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2010-11-05 |
| Reporting date | 2010-09-30 |
| File | View File |
Filings since 2010-08-05
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2010-08-05 |
| Reporting date | 2010-06-30 |
| File | View File |
Filings since 2010-05-12
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2010-05-12 |
| Reporting date | 2010-03-31 |
| File | View File |
Filings since 2010-01-27
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2010-01-27 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2009-11-06
| Form type | 13F-HR |
| File number | 028-13606 |
| Filing date | 2009-11-06 |
| Reporting date | 2009-09-30 |
| File | View File |
| LEI number | Registered As | Jurisdiction Of Formation | General Category | Entity Status | Entity created at | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 254900OEDTLND61EZO46 | 000423617 | US-RI | GENERAL | ACTIVE | 2008-06-11 | |||||||||||||||||||
|
||||||||||||||||||||||||
| Legal | c/o E. Colby Cameron, Esq., 301 Promenade Street, Providence, US-RI, US, 02908 |
| Headquarters | 101 Dyer Street, 4th Floor, Providence, US-RI, US, 02903 |
Registration details
| Registration Date | 2017-10-24 |
| Last Update | 2023-10-26 |
| Status | LAPSED |
| Next Renewal | 2023-10-25 |
| LEI Issuer | 5493001KJTIIGC8Y1R12 |
| Corroboration Level | FULLY_CORROBORATED |
| Data Validated As | 000423617 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EWM, INC. 401(K) PROFIT SHARING PLAN | 2023 | 263105420 | 2024-07-26 | ENDURANCE WEALTH MANAGEMENT, INC. | 13 | |||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-07-26 |
| Name of individual signing | MICHAEL COSTELLO |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4018540993 |
| Plan sponsor’s address | 101 DYER STREET, 4TH FLOOR, PROVIDENCE, RI, 02903 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-17 |
| Name of individual signing | THOMAS GARDNER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4018540993 |
| Plan sponsor’s address | 101 DYER STREET, 4TH FLOOR, PROVIDENCE, RI, 02903 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-30 |
| Name of individual signing | J. MICHAEL COSTELLO |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4018540993 |
| Plan sponsor’s address | 101 DYER STREET, 4TH FLOOR, PROVIDENCE, RI, 02903 |
Signature of
| Role | Plan administrator |
| Date | 2021-05-04 |
| Name of individual signing | J. MICHAEL COSTELLO |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4018540993 |
| Plan sponsor’s address | 101 DYER STREET, 4TH FLOOR, PROVIDENCE, RI, 02903 |
Signature of
| Role | Plan administrator |
| Date | 2020-03-26 |
| Name of individual signing | J. MICHAEL COSTELLO |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4018540993 |
| Plan sponsor’s address | 101 DYER STREET, 4TH FLOOR, PROVIDENCE, RI, 02903 |
Signature of
| Role | Plan administrator |
| Date | 2019-05-08 |
| Name of individual signing | J. MICHAEL COSTELLO |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4018540993 |
| Plan sponsor’s address | 101 DYER STREET, 4TH FLOOR, PROVIDENCE, RI, 02903 |
Signature of
| Role | Plan administrator |
| Date | 2018-04-02 |
| Name of individual signing | J. MICHAEL COSTELLO |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4018540993 |
| Plan sponsor’s address | 101 DYER STREET, 4TH FLOOR, PROVIDENCE, RI, 02903 |
Signature of
| Role | Plan administrator |
| Date | 2017-04-24 |
| Name of individual signing | J. MICHAEL COSTELLO |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4018540993 |
| Plan sponsor’s address | 101 DYER STREET, 4TH FLOOR, PROVIDENCE, RI, 02903 |
Signature of
| Role | Plan administrator |
| Date | 2016-07-27 |
| Name of individual signing | J. MICHAEL COSTELLO |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4018540993 |
| Plan sponsor’s address | 101 DYER STREET, 4TH FLOOR, PROVIDENCE, RI, 02903 |
Signature of
| Role | Plan administrator |
| Date | 2015-10-02 |
| Name of individual signing | J. MICHAEL COSTELLO |
| Valid signature | Filed with authorized/valid electronic signature |
| File | https://efast2-filings-public.s3.amazonaws.com/prd/2014/09/09/20140909100355P030040228479001.pdf |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4018540993 |
| Plan sponsor’s address | 101 DYER STREET 4TH FLOOR, PROVIDENCE, RI, 02903 |
Signature of
| Role | Plan administrator |
| Date | 2014-09-09 |
| Name of individual signing | J. MICHAEL COSTELLO |
| Valid signature | Filed with authorized/valid electronic signature |
| File | https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/15/20131015083245P040007182279001.pdf |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4018540993 |
| Plan sponsor’s address | 101 DYER ST, 4TH FLOOR, PROVIDENCE, RI, 02903 |
Signature of
| Role | Plan administrator |
| Date | 2013-10-15 |
| Name of individual signing | J. MICHAEL COSTELLO |
| Valid signature | Filed with authorized/valid electronic signature |
| File | https://efast2-filings-public.s3.amazonaws.com/prd/2012/09/26/20120926123837P030004295285001.pdf |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4018540993 |
| Plan sponsor’s address | 121 SOUTH MAIN STREET, 4TH FLOOR, PROVIDENCE, RI, 02903 |
Plan administrator’s name and address
| Administrator’s EIN | 263105420 |
| Plan administrator’s name | ENDURANCE WEALTH MANAGEMENT, INC. |
| Plan administrator’s address | 121 SOUTH MAIN STREET, 4TH FLOOR, PROVIDENCE, RI, 02903 |
| Administrator’s telephone number | 4018540993 |
Signature of
| Role | Plan administrator |
| Date | 2012-09-26 |
| Name of individual signing | J. MICHAEL COSTELLO |
| Valid signature | Filed with authorized/valid electronic signature |
| File | https://efast2-filings-public.s3.amazonaws.com/prd/2011/10/13/20111013084202P040022715714001.pdf |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4018540993 |
| Plan sponsor’s address | 121 SOUTH MAIN STREET, 4TH FLOOR, PROVIDENCE, RI, 02903 |
Plan administrator’s name and address
| Administrator’s EIN | 263105420 |
| Plan administrator’s name | ENDURANCE WEALTH MANAGEMENT, INC. |
| Plan administrator’s address | 121 SOUTH MAIN STREET, 4TH FLOOR, PROVIDENCE, RI, 02903 |
| Administrator’s telephone number | 4018540993 |
Signature of
| Role | Plan administrator |
| Date | 2011-10-13 |
| Name of individual signing | J. MICHAEL COSTELLO |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| E. COLBY CAMERON, ESQ. | Agent | 301 PROMENADE STREET, PROVIDENCE, RI, 02908, USA |
| Name | Role | Address |
|---|---|---|
| J. MICHAEL COSTELLO | PRESIDENT | 101 DYER STREET, 4TH FLOOR PROVIDENCE, RI 02903 USA |
| Name | Role | Address |
|---|---|---|
| DONALD J. CLARKE | TREASURER | 101 DYER STREET, 4TH FLOOR PROVIDENCE, RI 02903 USA |
| Name | Role | Address |
|---|---|---|
| THOMAS E. GARDNER | SECRETARY | 101 DYER STREET, 4TH FLOOR PROVIDENCE, RI 02903 USA |
| Name | Role | Address |
|---|---|---|
| PETER J. CORSI, JR. | VICE PRESIDENT | 101 DYER STREET, 4TH FLOOR PROVIDENCE, RI 02903 USA |
| Name | Role | Address |
|---|---|---|
| J. MICHAEL COSTELLO | DIRECTOR | 101 DYER STREET, 4TH FLOOR PROVIDENCE, RI 02903 USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2023-09-05 | Endurance Wealth Management, Inc. | James Caird, Inc. |
| Number | Name | File Date |
|---|---|---|
| 202448986100 | Annual Report | 2024-03-20 |
| 202340735040 | Articles of Amendment | 2023-09-05 |
| 202333282760 | Annual Report | 2023-04-19 |
| 202217251200 | Annual Report | 2022-05-12 |
| 202191470190 | Annual Report | 2021-02-16 |
| 202032858590 | Annual Report | 2020-01-17 |
| 201985137060 | Annual Report | 2019-01-24 |
| 201858189480 | Annual Report | 2018-02-09 |
| 201733741130 | Annual Report | 2017-02-07 |
| 201691639720 | Annual Report | 2016-02-01 |
Date of last update: 13 Oct 2024
Sources: Rhode Island Department of State
