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Lighthouse Wealth Advisors, Ltd.

Company Details

Name: Lighthouse Wealth Advisors, Ltd.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 22 Jan 2013 (12 years ago)
Identification Number: 000796037
ZIP code: 02840
County: Newport County
Principal Address: 8 FREEBODY ST SUITE 1, NEWPORT, RI, 02840, USA
Purpose: FINANCIAL MANAGEMENT Title: 7-1.2-1701

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
JAMES F. HYMAN, ESQ. Agent 8 FREEBODY STREET P.O. BOX 549, NEWPORT, RI, 02840, USA

PRESIDENT

Name Role Address
KELSEY HYMAN PRESIDENT 8 FREEBODY STREET, SUITE 1 NEWPORT, RI 02840 USA

TREASURER

Name Role Address
KELSEY S. HYMAN TREASURER 8 FREEBODY ST NEWPORT, RI 02840 USA

SECRETARY

Name Role Address
KELSEY S. HYMAN SECRETARY 8 FREEBODY ST NEWPORT, RI 02840 USA

VICE PRESIDENT

Name Role Address
JAMES KEVIN HYMAN VICE PRESIDENT 8 FREEBODY ST NEWPORT, RI 02840 USA

DIRECTOR

Name Role Address
KELSEY S. HYMAN DIRECTOR 8 FREEBODY ST NEWPORT, RI 02840 USA

Filings

Number Name File Date
202453447270 Annual Report 2024-04-30
202336458450 Annual Report 2023-05-31
202216658280 Annual Report 2022-05-02
202194873510 Annual Report 2021-03-23
202035351890 Annual Report 2020-02-27
201987850390 Annual Report 2019-02-28
201859195660 Annual Report 2018-02-27
201735048480 Annual Report 2017-02-28
201694656300 Annual Report 2016-03-11
201556077250 Annual Report 2015-03-02

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8926297109 2020-04-15 0165 PPP 8 Freebody Street, Suite 1, NEWPORT, RI, 02840
Loan Status Date 2021-03-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 19635
Loan Approval Amount (current) 19635
Undisbursed Amount 0
Franchise Name -
Lender Location ID 65657
Servicing Lender Name BankNewport
Servicing Lender Address 10 Washington Sq, NEWPORT, RI, 02840-2948
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address NEWPORT, NEWPORT, RI, 02840-0001
Project Congressional District RI-01
Number of Employees 2
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 65657
Originating Lender Name BankNewport
Originating Lender Address NEWPORT, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 19801.76
Forgiveness Paid Date 2021-03-01

Date of last update: 17 Oct 2024

Sources: Rhode Island Department of State