| 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 |
| Purpose: | FINANCIAL SERVICES REPRESENTATIVE |
| Principal Address: |
11 WAITES WHARF, NEWPORT, RI, 02840, USA
|
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 | 221 THIRD ST SUITE 508, 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 |
Date of last update: 30 May 2025
Sources: Rhode Island Department of State
