| Name: | CALKINS WEALTH STRATEGIES, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 02 Sep 2010 (15 years ago) |
| Identification Number: | 000550748 |
| ZIP code: | 02840 |
| County: | Newport County |
| Principal Address: | 130 BELLEVUE AVENUE SUITE 205A, NEWPORT, RI, 02840, USA |
| Purpose: | FINANCIAL SERVICES REPRESENTATIVE |
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 |
|---|---|---|
| BRENDA CALKINS | Agent | 130 BELLEVUE AVENUE SUITE 205A, NEWPORT, RI, 02840, USA |
| Number | Name | File Date |
|---|---|---|
| 202448986740 | Annual Report | 2024-03-20 |
| 202332381310 | Annual Report | 2023-04-05 |
| 202217134170 | Annual Report | 2022-05-10 |
| 202103400570 | Annual Report | 2021-10-18 |
| 202062193520 | Annual Report | 2020-10-07 |
| 201925981580 | Annual Report | 2019-10-29 |
| 201880150650 | Annual Report | 2018-10-25 |
| 201751133490 | Annual Report | 2017-10-06 |
| 201611236130 | Annual Report | 2016-10-26 |
| 201585952630 | Annual Report | 2015-10-27 |
Date of last update: 14 Oct 2024
Sources: Rhode Island Department of State
