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PERSONALIZED BROKERAGE SERVICES, LLC

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Company Details

Name: PERSONALIZED BROKERAGE SERVICES, LLC
Jurisdiction: Rhode Island
Entity type: Foreign Limited Liability Company
Status: Cancelled
Date of Organization in Rhode Island: 26 Mar 2009 (16 years ago)
Date of Dissolution: 08 Mar 2018 (7 years ago)
Date of Status Change: 08 Mar 2018 (7 years ago)
Identification Number: 000505625
Place of Formation: KANSAS
Purpose: MARKETING AND SELLING FINANCIAL PLANNING SERVICES AND PRODUCTS, INCLUDING LIFE, HEALTH AND LONG-TERM CARE INSURANCE AND ANNUITIES.
Principal Address: Google Maps Logo 4910 CORPORATE CENTRE DRIVE SUITE 210, LAWRENCE, KS, 66047, USA
Mailing Address: Google Maps Logo 5701 GOLDEN HILLS ROAD, MINNEAPOLIS, MN, 55416, USA

Industry & Business Activity

NAICS

524298 All Other Insurance Related Activities

This U.S. industry comprises establishments primarily engaged in providing insurance services on a contract or fee basis (except insurance agencies and brokerages, claims adjusting, and third party administration). Insurance advisory services, insurance actuarial services, and insurance ratemaking services are included in this industry. Learn more at the U.S. Census Bureau

Agent

Name Role Address
CT CORPORATION SYSTEM Agent 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA

MANAGER

Name Role Address
BRIAN B. PETERSON MANAGER 4910 CORPORATE CENTRE DRIVE, SUITE 210 LAWRENCE, KS 66047 USA
ANTHONY G. THOMAS MANAGER 4910 CORPORATE CENTRE DRIVE, SUITE 210 LAWRENCE, KS 66047 USA
SCOTT A WHEELER MANAGER 4910 CORPORATE CENTRE DRIVE, SUITE 210 LAWRENCE, KS 66047 USA

Filings

Number Name File Date
201859918070 Certificate of Cancellation 2018-03-08
201750223570 Annual Report 2017-09-21
201609540340 Annual Report 2016-09-28
201579590930 Annual Report 2015-09-17
201446457010 Annual Report 2014-09-22

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Date of last update: 17 Jun 2025

Sources: Rhode Island Department of State