| 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 |
| Historical names: |
Lally Wealthful Advising Services, LLC |
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 |
|---|---|---|
| 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
