| Name: | LALLY WEALTH MANGEMENT LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 22 Nov 2011 (13 years ago) |
| Identification Number: | 000738786 |
| ZIP code: | 02818 |
| County: | Kent County |
| Principal Address: | 50 NICHOLS LN, EAST GREENWICH, RI, 02818, USA |
| Purpose: | FINANCIAL ADVISING WHOLESALING FINANCIAL PRODUCTS TO OTHER ADVISORS AS AN INDEPENDENT CONTRACTOR |
| NAICS: | 523930 - Investment Advice |
| Historical names: |
Lally Wealthful Advising Services, LLC |
| Name | Role | Address |
|---|---|---|
| MICHAEL LALLY | Agent | 50 NICHOLS LANE, EAST GREENWICH, RI, 02818, USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2013-08-08 | Lally Wealthful Advising Services, LLC | LALLY WEALTH MANGEMENT LLC |
| Number | Name | File Date |
|---|---|---|
| 202451199540 | Annual Report | 2024-04-16 |
| 202333579220 | Annual Report | 2023-04-21 |
| 202217079110 | Annual Report | 2022-05-10 |
| 202103819200 | Annual Report | 2021-10-25 |
| 202064228590 | Annual Report | 2020-10-13 |
| 201928055440 | Annual Report | 2019-11-26 |
| 201878780500 | Annual Report | 2018-10-03 |
| 201751993490 | Annual Report | 2017-10-22 |
| 201611913220 | Annual Report | 2016-11-10 |
| 201588846710 | Annual Report | 2015-12-03 |
Date of last update: 16 Oct 2024
Sources: Rhode Island Department of State
