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  5. FINANCIAL INDEPENDENCE, LLC

FINANCIAL INDEPENDENCE, LLC

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Company Details

Name: FINANCIAL INDEPENDENCE, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 06 Apr 2009 (16 years ago)
Identification Number: 000505903
ZIP code: 02886
City: Warwick
County: Kent County
Purpose: FINANCIAL SERVICES
Fictitious names: Financial Independence (trading name, 2009-06-23 - )
Principal Address: Google Maps Logo 931 JEFFERSON BOULEVARD SUITE 2005, WARWICK, RI, 02886, USA

Industry & Business Activity

NAICS

541690 Other Scientific and Technical Consulting Services

This industry comprises establishments primarily engaged in providing advice and assistance to businesses and other organizations on scientific and technical issues (except environmental). Learn more at the U.S. Census Bureau

Companies doing Other scientific and technical consulting services

Agent

Name Role Address
JONATHAN V. KALANDER, ESQ. Agent 931 JEFFERSON BOULEVARD SUITE 2004, WARWICK, RI, 02886, USA

MANAGER

Name Role Address
RICK W. CAMPBELL MANAGER 251 JOHN MOWRY RD. SMITHFIELD, RI 02917 USA

Form 5500 Series

Employer Identification Number (EIN):
264612212
Plan Year:
2024
Number Of Participants:
13
Sponsor's telephone number:
4016814825
File:
View File
Plan Administrator / Signatory:
RICK CAMPBELL(Plan administrator)
RICK CAMPBELL(Employer/plan sponsor)
Plan Year:
2023
Number Of Participants:
9
Sponsor's telephone number:
4016814825
File:
View File
Plan Administrator / Signatory:
RICK CAMPBELL(Plan administrator)
Plan Year:
2022
Number Of Participants:
7
Sponsor's telephone number:
4016814825
File:
View File
Plan Administrator / Signatory:
RICK CAMPBELL(Plan administrator)
RICK CAMPBELL(Employer/plan sponsor)
Plan Year:
2021
Number Of Participants:
8
Sponsor's telephone number:
4016814825
File:
View File
Plan Administrator / Signatory:
RICK CAMPBELL(Plan administrator)
RICK CAMPBELL(Employer/plan sponsor)
Plan Year:
2020
Number Of Participants:
9
Sponsor's telephone number:
4016814825
File:
View File
Plan Administrator / Signatory:
RICK CAMPBELL(Plan administrator)
RICK CAMPBELL(Employer/plan sponsor)

Filings

Number Name File Date
202450537550 Annual Report 2024-04-09
202330138330 Annual Report 2023-03-07
202213434670 Annual Report 2022-03-24
202104836710 Annual Report 2021-11-08
202186919750 Statement of Change of Registered/Resident Agent 2021-01-18

Uniform Commercial Code

Uniform Commercial Code Summary

Type:
UCC-3 CONTINUATION
UCC Filing Number:
202532137780
Filing Date:
2025-05-21
Action:
Continuation

Parties

Party Name:
FINANCIAL INDEPENDENCE, LLC
Party Role:
Debtor(s)

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
202022827850
Filing Date:
2020-06-02
Action:
InitialFiling

Parties

Party Name:
FINANCIAL INDEPENDENCE, LLC
Party Role:
Debtor(s)
Party Name:
U.S. SMALL BUSINESS ADMINISTRATION
Party Role:
Secured Parties

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2020-05-22
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
$0
Face Value Of Loan:
$150,000
Total Face Value Of Loan:
$150,000
Business Type:
SMALL BUSINESS
Date:
2020-04-27
Link:
View on USAspending
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:
$53,736
Total Face Value Of Loan:
$89,560

Trademarks

Serial Number:
85341015
Mark:
THE CONFIDENCE OF KNOWING
Status:
Abandoned because no Statement of Use or Extension Request timely filed after Notice of Allowance was issued. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2011-06-08
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
THE CONFIDENCE OF KNOWING
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial advisory services and financial consulting services related to financial planning, financial life planning, estate planning, investment planning, financial asset management, retirement planning, insurance planning, and college funding planning; providing a website featuring non-downloadabl...
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
85295975
Mark:
INDEPENDENCE 360
Status:
Abandoned because no Statement of Use or Extension Request timely filed after Notice of Allowance was issued. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2011-04-15
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
INDEPENDENCE 360
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Advisory services and consulting process related to financial planning, estate planning, investment planning, asset management, retirement planning, insurance planning, tax planning and college funding planning
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
6
Initial Approval Amount:
$35,824
Date Approved:
2020-04-16
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$89,560
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$90,107.55
Servicing Lender:
Santander Bank, National Association
Use of Proceeds:
Payroll: $89,560

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Date of last update: 12 Jul 2025

Sources: Rhode Island Department of State

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