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FP SOLUTIONS RI, LLC

Company Details

Name: FP SOLUTIONS RI, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 14 Dec 2012 (12 years ago)
Identification Number: 000795062
ZIP code: 02920
County: Providence County
Principal Address: 1150 NEW LONDON AVENUE SUITE 100, CRANSTON, RI, 02920, USA
Mailing Address: 1150 NEW LONDON AVE SUITE 100, CRANSTON, RI, 02920, USA
Purpose: FINANCIAL PLANNING
Historical names: FINANCIAL PLANNING SOLUTIONS, LLC

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

Agent

Name Role Address
MICHAEL KENDRA Agent 1150 NEW LONDON AVENUE SUITE 100, CRANSTON, RI, 02920, USA

MANAGER

Name Role Address
MICHAEL LEO KENDRA MANAGER 1150 NEW LONDON AVENUE, STE 340 CRANSTON, RI 02920 USA

Events

Type Date Old Value New Value
Name Change 2020-07-29 FINANCIAL PLANNING SOLUTIONS, LLC FP SOLUTIONS RI, LLC

Filings

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
202046811020 Articles of Amendment 2020-07-29
201930258620 Statement of Change of Registered/Resident Agent Office 2019-12-16
201927443220 Annual Report 2019-11-14
201879776340 Annual Report 2018-10-19
201753010050 Annual Report 2017-11-06

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8441317104 2020-04-15 0165 PPP 1150 NEW LONDON AVE, CRANSTON, RI, 02920-3036
Loan Status Date 2021-05-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 117970.62
Loan Approval Amount (current) 117970.62
Undisbursed Amount 0
Franchise Name -
Lender Location ID 15940
Servicing Lender Name Webster Bank National Association
Servicing Lender Address 137 Bank St, WATERBURY, CT, 06702-2205
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CRANSTON, PROVIDENCE, RI, 02920-3036
Project Congressional District RI-02
Number of Employees 15
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 15940
Originating Lender Name Webster Bank National Association
Originating Lender Address WATERBURY, CT
Gender Male Owned
Veteran Veteran
Forgiveness Amount 119098.61
Forgiveness Paid Date 2021-04-01

Date of last update: 17 Oct 2024

Sources: Rhode Island Department of State