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  5. ATHENA LEGACY SOLUTIONS, LLC

ATHENA LEGACY SOLUTIONS, LLC

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Company Details

Name: ATHENA LEGACY SOLUTIONS, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 26 Jan 2011 (14 years ago)
Identification Number: 000575282
ZIP code: 02874
City: Saunderstown
County: Washington County
Purpose: TO SERVE AS A HOLDING COMPANY FOR CERTAIN INTELLECTUAL PROPERTY OWNED BY THE COMPANY
Principal Address: Google Maps Logo 215 DOUGLAS DRIVE, SAUNDERSTOWN, RI, 02874, USA
Mailing Address: Google Maps Logo 50 PARK ROW WEST SUITE 107, PROVIDENCE, RI, 02903, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This 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

Companies doing Investment advice

Agent

Name Role Address
VIEIRA & DIGIANFILIPPO LTD. Agent 50 PARK ROW WEST SUITE 107 VIEIRA & DIGIANFILIPPO LTD, PROVIDENCE, RI, 02903, USA

Manager

Name Role Address
JANET M GOULART Manager 215 DOUGLAS DRIVE SAUNDERSTOWN, RI 02874 USA

Form 5500 Series

Employer Identification Number (EIN):
274658282
Plan Year:
2023
Number Of Participants:
4
Plan Name:
401(K)
Sponsor's telephone number:
4015415100
File:
View File
Plan Administrator / Signatory:
JANET GOULART(Plan administrator)
Plan Year:
2022
Number Of Participants:
4
Plan Name:
401(K)
Sponsor's telephone number:
4015415100
File:
View File
Plan Administrator / Signatory:
JANET GOULART(Plan administrator)

Filings

Number Name File Date
202450472860 Statement of Change of Registered/Resident Agent Office 2024-04-08
202450473380 Annual Report 2024-04-08
202329393580 Annual Report 2023-02-24
202214212880 Annual Report 2022-03-30
202103831950 Annual Report 2021-10-22

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2021-06-11
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO ASSIST SMALL BUSINESS CONCERNS BY PROVIDING LONG TERM FINANCING THROUGH THE SALE OF DEBENTURES TO THE PRIVATE SECTOR
Obligated Amount:
$0
Face Value Of Loan:
$-3,000
Total Face Value Of Loan:
$141,000
Date:
2018-03-30
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
$0
Face Value Of Loan:
$50,000
Total Face Value Of Loan:
$50,000

Trademarks

Serial Number:
85244076
Mark:
A FAMILY OFFICE RESOURCE
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. 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:
2011-02-16
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
A FAMILY OFFICE RESOURCE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
First Use:
2011-01-04
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
85243860
Mark:
ATHENA LEGACY SOLUTIONS
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. 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:
2011-02-16
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
ATHENA LEGACY SOLUTIONS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others
First Use:
2011-01-04
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED

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215 DOUGLAS DRIVE, SAUNDERSTOWN, RI, 02874, USA

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TRIO JEZ, LLC, which currently Activ, has registered address 215 DOUGLAS DRIVE, SAUNDERSTOWN, RI, 02874, USA.
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RAVEN PROPERTIES, LLC, which currently Dissolved, had registered address 215 DOUGLAS DRIVE, SAUNDERSTOWN, RI, 02874, USA.

Date of last update: 13 Jul 2025

Sources: Rhode Island Department of State

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