South Wind Financial, Inc.

NAICS
523930 Investment AdviceThis 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
Name | Role | Address |
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REGISTERED AGENTS INC | Agent | 700 NARRAGANSETT PARK DR STE 100, PAWTUCKET, RI, 02861, USA |
Name | Role | Address |
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SANDRA MENARD | PRESIDENT | 700 NARRAGANSETT PARK DR STE 100 PAWTUCKET, RI 02861 USA |
Name | Role | Address |
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SANDRA MENARD | TREASURER | 700 NARRAGANSETT PARK DR STE 100 PAWTUCKET, RI 02861 USA |
Name | Role | Address |
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SANDRA MENARD | SECRETARY | 700 NARRAGANSETT PARK DR STE 100 PAWTUCKET, RI 02861 USA |
Name | Role | Address |
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SANDRA MENARD | DIRECTOR | 700 NARRAGANSETT PARK DR STE 100 PAWTUCKET, RI 02861 USA |
Number | Name | File Date |
---|---|---|
202447782000 | Annual Report | 2024-02-28 |
202330894650 | Statement of Change of Registered/Resident Agent | 2023-03-15 |
202327323200 | Annual Report | 2023-02-02 |
202209081060 | Annual Report | 2022-02-01 |
202197256310 | Annual Report | 2021-05-27 |
Agency | Date | Program | Subprogram | Amount |
---|---|---|---|---|
Department of Labor and Training | 2024-07-19 | WORKFORCE DEVELOPMENT SERVICES | JTPA & OTHER TRAINING PROGRAMS | 6000.0 |
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Date of last update: 30 Jun 2025
Sources: Rhode Island Department of State