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  5. HARKINS WEALTH MANAGEMENT LLC

HARKINS WEALTH MANAGEMENT LLC

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Company Details

Name: HARKINS WEALTH MANAGEMENT LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 30 Apr 2012 (13 years ago)
Identification Number: 000789923
ZIP code: 02906
City: Providence
County: Providence County
Purpose: RETIREMENT INCOME PLANNING, COMPREHENSIVE HOLISTIC FINANCIAL PLANNING, DIVORCE FINANCIAL PLANNING AND INVESTMENT MANAGEMENT.
Fictitious names: Harkins Wealth Management (trading name, 2022-10-11 - )
Principal Address: Google Maps Logo 206 GANO STREET, PROVIDENCE, RI, 02906, 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
FREDERICK J HARKINS Agent 206 GANO STREET, PROVIDENCE, RI, 02906, USA

Form 5500 Series

Employer Identification Number (EIN):
455165626
Plan Year:
2023
Number Of Participants:
4
Plan Name:
401(K)
Sponsor's telephone number:
4012784049
File:
View File
Plan Administrator / Signatory:
FREDERICK HARKINS(Plan administrator)
FREDERICK HARKINS(Employer/plan sponsor)
Plan Year:
2022
Number Of Participants:
5
Plan Name:
401(K)
Sponsor's telephone number:
4012784049
File:
View File
Plan Year:
2021
Number Of Participants:
4
Plan Name:
401(K)
Sponsor's telephone number:
4012784049
File:
View File
Plan Administrator / Signatory:
CHRISTINE RIMER(Plan administrator)
Plan Year:
2020
Number Of Participants:
4
Plan Name:
401(K)
Sponsor's telephone number:
4012784049
File:
View File
Plan Administrator / Signatory:
CAROL HO(Plan administrator)
Plan Year:
2019
Number Of Participants:
2
Plan Name:
401(K)
Sponsor's telephone number:
4012784049
File:
View File
Plan Administrator / Signatory:
CAROL HO(Plan administrator)

Filings

Number Name File Date
202445377730 Annual Report 2024-02-02
202329390750 Annual Report 2023-02-27
202224027490 Fictitious Business Name Statement 2022-10-11
202221080470 Annual Report 2022-07-11
202218921760 Revocation Notice For Failure to File An Annual Report 2022-06-22

Uniform Commercial Code

Uniform Commercial Code Summary

Type:
UCC-3 CONTINUATION
UCC Filing Number:
202532022950
Filing Date:
2025-05-14
Action:
Continuation

Parties

Party Name:
HARKINS WEALTH MANAGEMENT LLC
Party Role:
Debtor(s)

Uniform Commercial Code Summary

Type:
UCC-3 CONTINUATION
UCC Filing Number:
202023566460
Filing Date:
2020-09-02
Action:
Continuation

Parties

Party Name:
HARKINS WEALTH MANAGEMENT LLC
Party Role:
Debtor(s)

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
202022762070
Filing Date:
2020-05-26
Action:
InitialFiling

Parties

Party Name:
HARKINS WEALTH MANAGEMENT LLC
Party Role:
Debtor(s)
Party Name:
U.S. SMALL BUSINESS ADMINISTRATION
Party Role:
Secured Parties

Expenditures

Agency Date Program Subprogram Amount
Department of Labor and Training 2025-05-13 WORKFORCE DEVELOPMENT SERVICES Governor's Workforce Board RI 6000.0
Department of Labor and Training 2023-11-10 WORKFORCE DEVELOPMENT SERVICES Governor's Workforce Board RI 224.25
Department of Labor and Training 2023-08-30 WORKFORCE DEVELOPMENT SERVICES Governor's Workforce Board RI 222.75
Department of Labor and Training 2023-03-10 WORKFORCE DEVELOPMENT SERVICES Governor's Workforce Board RI 1087.5

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2020-05-15
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
$0
Face Value Of Loan:
$150,000
Total Face Value Of Loan:
$150,000
Business Type:
SMALL BUSINESS
Date:
2020-04-15
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$61,740
Total Face Value Of Loan:
$61,740

Paycheck Protection Program

Jobs Reported:
4
Initial Approval Amount:
$61,740
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$61,740
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$62,318.5
Servicing Lender:
Webster Bank National Association
Use of Proceeds:
Payroll: $61,740

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Date of last update: 13 Jul 2025

Sources: Rhode Island Department of State

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