| Name: | WICKFORD WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 10 Aug 2012 (12 years ago) |
| Identification Number: | 000792341 |
| ZIP code: | 02852 |
| County: | Washington County |
| Principal Address: | 16 WEST MAIN STREET, NORTH KINGSTOWN, RI, 02852, USA |
| Purpose: | FINANCIAL PLANNING, INVESTMENT MANAGEMENT AND ANY OTHER LAWFUL PURPOSE. |
| NAICS: | 523930 - Investment Advice |
| Fictitious names: |
Wickford Wealth Management (trading name, 2016-05-24 - ) KOLB & COMPANY, LLC (trading name, 2012-09-06 - ) |
| Historical names: |
KACPWM, LLC KOLB WEALTH MANAGEMENT, LLC |
| Name | Role | Address |
|---|---|---|
| JOSEPH E. KOLB | Agent | 16 WEST MAIN STREET, NORTH KINGSTOWN, RI, 02852, USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2019-01-30 | KOLB WEALTH MANAGEMENT, LLC | WICKFORD WEALTH MANAGEMENT, LLC |
| Name Change | 2016-09-09 | KACPWM, LLC | KOLB WEALTH MANAGEMENT, LLC |
| Number | Name | File Date |
|---|---|---|
| 202444865490 | Annual Report | 2024-01-28 |
| 202330272980 | Annual Report | 2023-03-09 |
| 202221021400 | Annual Report | 2022-07-11 |
| 202218847600 | Revocation Notice For Failure to File An Annual Report | 2022-06-22 |
| 202102716690 | Annual Report | 2021-10-05 |
| 202063990920 | Statement of Change of Registered/Resident Agent Office | 2020-10-13 |
| 202063986770 | Annual Report | 2020-10-13 |
| 201924075550 | Annual Report | 2019-10-10 |
| 201985586110 | Statement of Change of Registered/Resident Agent | 2019-01-30 |
| 201985569690 | Articles of Amendment | 2019-01-30 |
Date of last update: 17 Oct 2024
Sources: Rhode Island Department of State
