| Name: | Finn Wealth Management, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 03 Feb 2012 (13 years ago) |
| Identification Number: | 000787684 |
| ZIP code: | 02842 |
| County: | Newport County |
| Principal Address: | 850 AQUIDNECK AVENUE STE. A4, MIDDLETOWN, RI, 02842, USA |
| Purpose: | WEALTH MANAGEMENT Title: 7-1.2-1701 |
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 |
|---|---|---|
| CRISTINA M. OFFENBERG, ESQ. | Agent | 1100 AQUIDNECK AVENUE, MIDDLETOWN, RI, 02842, USA |
| Name | Role | Address |
|---|---|---|
| JOHN M. FINN | PRESIDENT | 850 AQUIDNECK AVE., STE. A4 MIDDLETOWN, RI 02842 USA |
| Name | Role | Address |
|---|---|---|
| JOHN M. FINN | TREASURER | 850 AQUIDNECK AVENUE, STE. A4 MIDDLETOWN, RI 02842 USA |
| Name | Role | Address |
|---|---|---|
| JOHN M. FINN | SECRETARY | 850 AQUIDNECK AVENUE, STE. A4 MIDDLETOWN, RI 02842 USA |
| Name | Role | Address |
|---|---|---|
| JOHN M. FINN | VICE PRESIDENT | 850 AQUIDNECK AVENUE, STE. A4 MIDDLETOWN, RI 02842 USA |
| Number | Name | File Date |
|---|---|---|
| 202457854740 | Articles of Amendment | 2024-07-11 |
| 202454238020 | Annual Report | 2024-05-13 |
| 202332997160 | Annual Report | 2023-04-14 |
| 202213061920 | Annual Report | 2022-03-18 |
| 202190532330 | Annual Report | 2021-02-09 |
| 202034828230 | Annual Report | 2020-02-20 |
| 201988980410 | Annual Report | 2019-03-20 |
| 201861619710 | Annual Report | 2018-04-05 |
| 201731296740 | Annual Report | 2017-02-02 |
| 201692212940 | Annual Report | 2016-02-09 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 8282387105 | 2020-04-15 | 0165 | PPP | 850 Aquidneck Ave A4, Middletown, RI, 02842 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Date of last update: 17 Oct 2024
Sources: Rhode Island Department of State
