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GENERATIONS FINANCIAL STRATEGIES, LLC

Company Details

Name: GENERATIONS FINANCIAL STRATEGIES, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 10 Jun 2013 (12 years ago)
Identification Number: 000799632
ZIP code: 02889
County: Kent County
Principal Address: 70 POINT AVENUE, WARWICK, RI, 02889, USA
Purpose: INSURANCE AND FINANCIAL SERVICES

Industry & Business Activity

NAICS

523999 Miscellaneous Financial Investment Activities

This U.S. industry comprises establishments primarily engaged in acting as agents and/or brokers (except securities brokerages and commodity contracts brokerages) in buying or selling financial contracts and those providing financial investment services (except securities and commodity exchanges; portfolio management; investment advice; and trust, fiduciary, and custody services) on a fee or commission basis. Learn more at the U.S. Census Bureau

Agent

Name Role Address
ALEC NADEAU Agent 96 TIDEWATER DRIVE, WARWICK, RI, 02889, USA

Filings

Number Name File Date
202450286890 Statement of Change of Registered/Resident Agent Office 2024-04-06
202443975000 Annual Report 2024-01-13
202327553030 Annual Report 2023-02-05
202212974690 Annual Report 2022-03-16
202212975750 Statement of Change of Registered/Resident Agent 2022-03-16
202212976270 Annual Report 2022-03-16
202212973440 Reinstatement 2022-03-16
202210274260 Revocation Certificate For Failure to File the Annual Report for the Year 2022-02-14
202106350610 Revocation Notice For Failure to File An Annual Report 2021-12-03
202194825140 Annual Report 2021-03-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9358637306 2020-05-02 0165 PPP 70 POINT AVE, WARWICK, RI, 02889-4128
Loan Status Date 2021-01-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 2483
Loan Approval Amount (current) 2483
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address WARWICK, KENT, RI, 02889-4128
Project Congressional District RI-02
Number of Employees 1
NAICS code 561990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 2498.24
Forgiveness Paid Date 2020-12-15

Date of last update: 17 Oct 2024

Sources: Rhode Island Department of State