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James Caird, Inc.

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Company Details

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
City: Providence
County: Providence County
Purpose: INVESTMENT AND ADVISORY BUSINESS Title: 7-1.2-1701
Historical names: Endurance Wealth Management, Inc.
Principal Address: Google Maps Logo 101 DYER STREET 4TH FLOOR, 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
E. COLBY CAMERON, ESQ. Agent 301 PROMENADE STREET, PROVIDENCE, RI, 02908, USA

PRESIDENT

Name Role Address
J. MICHAEL COSTELLO PRESIDENT 101 DYER STREET, 4TH FLOOR PROVIDENCE, RI 02903 USA

TREASURER

Name Role Address
DONALD J. CLARKE TREASURER 101 DYER STREET, 4TH FLOOR PROVIDENCE, RI 02903 USA

SECRETARY

Name Role Address
THOMAS E. GARDNER SECRETARY 101 DYER STREET, 4TH FLOOR PROVIDENCE, RI 02903 USA

VICE PRESIDENT

Name Role Address
PETER J. CORSI, JR. VICE PRESIDENT 101 DYER STREET, 4TH FLOOR PROVIDENCE, RI 02903 USA

DIRECTOR

Name Role Address
J. MICHAEL COSTELLO DIRECTOR 101 DYER STREET, 4TH FLOOR PROVIDENCE, RI 02903 USA

Links between entities

Type:
Headquarter of
Company Number:
20141626198
State:
COLORADO
COLORADO profile:

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001476225
Phone:
401-85400993

Latest Filings

Form type:
13F-HR
File number:
028-13606
Filing date:
2023-08-09
File:
Form type:
13F-HR
File number:
028-13606
Filing date:
2023-05-02
File:
Form type:
13F-HR
File number:
028-13606
Filing date:
2023-02-01
File:
Form type:
13F-HR
File number:
028-13606
Filing date:
2022-10-21
File:
Form type:
13F-HR
File number:
028-13606
Filing date:
2022-07-20
File:

Legal Entity Identifier

LEI Number:
254900OEDTLND61EZO46

Registration Details:

Initial Registration Date:
2017-10-24
Next Renewal Date:
2023-10-25
Registration Status:
LAPSED
Validation Source:
FULLY_CORROBORATED

Form 5500 Series

Employer Identification Number (EIN):
263105420
Plan Year:
2023
Number Of Participants:
13
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
MICHAEL COSTELLO(Plan administrator)
Plan Year:
2022
Number Of Participants:
12
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
THOMAS GARDNER(Plan administrator)
Plan Year:
2021
Number Of Participants:
12
Sponsor's telephone number:
Plan Administrator / Signatory:
J. MICHAEL COSTELLO(Plan administrator)
Plan Year:
2020
Number Of Participants:
11
Sponsor's telephone number:
Plan Administrator / Signatory:
J. MICHAEL COSTELLO(Plan administrator)
Plan Year:
2019
Number Of Participants:
11
Sponsor's telephone number:
Plan Administrator / Signatory:
J. MICHAEL COSTELLO(Plan administrator)

Events

Type Date Old Value New Value
Name Change 2023-09-05 Endurance Wealth Management, Inc. James Caird, Inc.

Filings

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

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2020-06-17
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$-248,700
Total Face Value Of Loan:
$0

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Date of last update: 12 Jul 2025

Sources: Rhode Island Department of State