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 KENDRA | Agent | 1150 NEW LONDON AVENUE SUITE 100, CRANSTON, RI, 02920, USA |
Name | Role | Address |
---|---|---|
MICHAEL LEO KENDRA | MANAGER | 1150 NEW LONDON AVENUE, STE 340 CRANSTON, RI 02920 USA |
Type | Date | Old Value | New Value |
---|---|---|---|
Name Change | 2020-07-29 | FINANCIAL PLANNING SOLUTIONS, LLC | FP SOLUTIONS RI, LLC |
Number | Name | File Date |
---|---|---|
202445342990 | Annual Report | 2024-02-02 |
202329444930 | Annual Report | 2023-02-27 |
202213083760 | Annual Report | 2022-03-18 |
202104906080 | Annual Report | 2021-11-10 |
202060406000 | Annual Report | 2020-10-02 |
The Uniform Commercial Code (UCC) is a comprehensive set of laws governing all commercial transactions in the United States.
A UCC filing is a public notice of a secured transaction. A financing statement indicates a commercial agreement between a debtor and a
secured party.
Date of last update: 31 May 2025
Sources: Rhode Island Department of State