| Name: | Financial Transitions Group, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 02 Jul 2012 (13 years ago) |
| Identification Number: | 000791444 |
| ZIP code: | 02916 |
| County: | Providence County |
| Principal Address: | 1240 PAWTUCKET AVENUE 2ND FLOOR, EAST PROVIDENCE, RI, 02916, USA |
| Purpose: | FINANCIAL SERVICES AND INSURANCE PRODUCTION. |
| Fictitious names: |
Retirement Freedom Team (trading name, 2016-01-15 - ) |
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 |
|---|---|---|
| ROBIN HOFHEINZ | Agent | 1240 PAWTUCKET AVENUE, EAST PROVIDENCE, RI, 02916, USA |
| Number | Name | File Date |
|---|---|---|
| 202447963760 | Annual Report | 2024-03-04 |
| 202326940750 | Annual Report | 2023-01-27 |
| 202211597160 | Annual Report | 2022-02-23 |
| 202106891500 | Annual Report | 2021-12-08 |
| 202106153310 | Revocation Notice For Failure to File An Annual Report | 2021-12-03 |
| 202074656480 | Annual Report | 2020-11-10 |
| 201922454500 | Annual Report | 2019-10-02 |
| 201875991080 | Annual Report | 2018-08-27 |
| 201751707420 | Annual Report | 2017-10-17 |
| 201751707600 | Statement of Change of Registered/Resident Agent Office | 2017-10-17 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 5305547410 | 2020-05-12 | 0165 | PPP | PAWTUCKET AVE1240 Pawtucket Ave, RUMFORD, RI, 02916-1427 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 7988388403 | 2021-02-12 | 0165 | PPS | 1240 Pawtucket Ave Retirement Freedom Team, Rumford, RI, 02916-1425 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 17 Oct 2024
Sources: Rhode Island Department of State
