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  5. SJLL Advisors, Inc.

SJLL Advisors, Inc.

Company Details

Name: SJLL Advisors, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 23 Oct 2014 (10 years ago)
Identification Number: 000999225
ZIP code: 02857
County: Providence County
Principal Address: 24 ALBION ROAD SUITE 440, LINCOLN, RI, 02857, USA
Purpose: PROVIDE FINANCIAL SERVICES AND ADVICE THERETO Title: 7-1.2
NAICS: 523930 - Investment Advice
Fictitious names: Bentley Wealth (trading name, 2014-10-24 - 2018-03-01)
Historical names: Briggs Advisory Group, Inc.

Central Index Key

CIK number Mailing Address Business Address Phone
1906527 24 ALBION ROAD, SUITE 440, LINCOLN, RI, 02865 24 ALBION ROAD, SUITE 440, LINCOLN, RI, 02865 401-334-3400

Filings since 2023-10-27
Form type 13F-HR
File number 028-21508
Filing date 2023-10-27
Reporting date 2023-09-30
File View File

Filings since 2023-07-24
Form type 13F-HR
File number 028-21508
Filing date 2023-07-24
Reporting date 2023-06-30
File View File

Filings since 2023-05-05
Form type 13F-HR
File number 028-21508
Filing date 2023-05-05
Reporting date 2023-03-31
File View File

Filings since 2023-02-10
Form type 13F-HR
File number 028-21508
Filing date 2023-02-10
Reporting date 2022-12-31
File View File

Filings since 2022-11-01
Form type 13F-HR
File number 028-21508
Filing date 2022-11-01
Reporting date 2022-09-30
File View File

Filings since 2022-07-22
Form type 13F-HR
File number 028-21508
Filing date 2022-07-22
Reporting date 2022-06-30
File View File

Filings since 2022-04-14
Form type 13F-HR
File number 028-21508
Filing date 2022-04-14
Reporting date 2022-03-31
File View File

Filings since 2022-01-27
Form type 13F-HR
File number 028-21508
Filing date 2022-01-27
Reporting date 2021-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BRIGGS ADVISORY GROUP INC 401(K) PLAN 2023 472156245 2024-05-02 BRIGGS ADVISORY GROUP, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4013343400
Plan sponsor’s address 24 ALBION ROAD, SUITE 440, LINCOLN, RI, 02865

Signature of
Role Plan administrator
Date 2024-05-02
Name of individual signing HAROLD E. BRIGGS, JR.
Valid signature Filed with authorized/valid electronic signature
BRIGGS ADVISORY GROUP 401(K) PLAN 2023 472156245 2024-03-04 BRIGGS ADVISORY GROUP, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4013343400
Plan sponsor’s address 24 ALBION ROAD, SUITE 440, LINCOLN, RI, 02865

Signature of
Role Plan administrator
Date 2024-03-04
Name of individual signing HAROLD E. BRIGGS, JR.
Valid signature Filed with authorized/valid electronic signature
BRIGGS ADVISORY GROUP CASH BALANCE PLAN 2023 472156245 2024-06-11 BRIGGS ADVISORY GROUP, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Plan sponsor’s address 24 ALBION ROAD, SUITE 440, LINCOLN, RI, 02865

Signature of
Role Plan administrator
Date 2024-06-11
Name of individual signing HAROLD E. BRIGGS, JR.
Valid signature Filed with authorized/valid electronic signature
BRIGGS ADVISORY GROUP CASH BALANCE PLAN 2022 472156245 2023-02-07 BRIGGS ADVISORY GROUP, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Plan sponsor’s address 24 ALBION ROAD, SUITE 440, LINCOLN, RI, 02865

Signature of
Role Plan administrator
Date 2023-02-07
Name of individual signing HAROLD E. BRIGGS, JR.
Valid signature Filed with authorized/valid electronic signature
BRIGGS ADVISORY GROUP 401(K) PLAN 2022 472156245 2023-03-03 BRIGGS ADVISORY GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4013343400
Plan sponsor’s address 24 ALBION ROAD, SUITE 440, LINCOLN, RI, 02865

Signature of
Role Plan administrator
Date 2023-03-03
Name of individual signing HAROLD E. BRIGGS, JR.
Valid signature Filed with authorized/valid electronic signature
BRIGGS ADVISORY GROUP 401(K) PLAN 2021 472156245 2022-07-21 BRIGGS ADVISORY GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4013343400
Plan sponsor’s address 24 ALBION ROAD, SUITE 440, LINCOLN, RI, 02865

Signature of
Role Plan administrator
Date 2022-07-21
Name of individual signing HAROLD E. BRIGGS, JR.
Valid signature Filed with authorized/valid electronic signature
BRIGGS ADVISORY GROUP CASH BALANCE PLAN 2021 472156245 2022-07-20 BRIGGS ADVISORY GROUP, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 4013343400
Plan sponsor’s address 24 ALBION ROAD, SUITE 440, LINCOLN, RI, 02865

Signature of
Role Plan administrator
Date 2022-07-20
Name of individual signing HAROLD E. BRIGGS, JR.
Valid signature Filed with authorized/valid electronic signature
BRIGGS ADVISORY GROUP 401(K) PLAN 2020 472156245 2021-05-06 BRIGGS ADVISORY GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4013343400
Plan sponsor’s address 24 ALBION ROAD, SUITE 440, LINCOLN, RI, 02865

Signature of
Role Plan administrator
Date 2021-05-06
Name of individual signing HAROLD E. BRIGGS, JR.
Valid signature Filed with authorized/valid electronic signature
BRIGGS ADVISORY GROUP CASH BALANCE PLAN 2020 472156245 2021-05-06 BRIGGS ADVISORY GROUP, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 4013343400
Plan sponsor’s address 24 ALBION ROAD, SUITE 440, LINCOLN, RI, 02865

Signature of
Role Plan administrator
Date 2021-05-06
Name of individual signing HAROLD E. BRIGGS, JR.
Valid signature Filed with authorized/valid electronic signature
BRIGGS ADVISORY GROUP CASH BALANCE PLAN 2019 472156245 2020-07-08 BRIGGS ADVISORY GROUP, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 4013343400
Plan sponsor’s address 24 ALBION ROAD, SUITE 440, LINCOLN, RI, 02865
File https://efast2-filings-public.s3.amazonaws.com/prd/2020/05/21/20200521145512NAL0003658192001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4013343400
Plan sponsor’s address 24 ALBION ROAD, SUITE 440, LINCOLN, RI, 02865
File https://efast2-filings-public.s3.amazonaws.com/prd/2019/05/10/20190510113908P030215703927001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 4013343400
Plan sponsor’s address 24 ALBION ROAD, SUITE 440, LINCOLN, RI, 02865
File https://efast2-filings-public.s3.amazonaws.com/prd/2019/02/27/20190227092248P040079309879001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4013343400
Plan sponsor’s address 24 ALBION ROAD, SUITE 440, LINCOLN, RI, 02865
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/04/06/20180406130535P030035669761001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4013343400
Plan sponsor’s address 24 ALBION ROAD, SUITE 440, LINCOLN, RI, 02865
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/07/31/20180731090226P040065341613001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 4013343400
Plan sponsor’s address 24 ALBION ROAD, SUITE 440, LINCOLN, RI, 02865
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/07/10/20170710100656P030041501937001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 4013343400
Plan sponsor’s address 650 GEORGE WASHINGTON HWY, SUITE 101, LINCOLN, RI, 02865
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/05/25/20170525094740P040032975645002.pdf
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4013343400
Plan sponsor’s address 650 GEORGE WASHINGTON HIGHWAY, LINCOLN, RI, 02865
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/02/11/20160211072414P030179176231001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4013343400
Plan sponsor’s address 650 GEORGE WASHINGTON HIGHWAY, SUITE 101, LINCOLN, RI, 028654206

Agent

Name Role Address
E. COLBY CAMERON, ESQ. Agent 301 PROMENADE STREET, PROVIDENCE, RI, 02908, USA

PRESIDENT

Name Role Address
HAROLD E BRIGGS JR PRESIDENT 24 ALBION ROAD, SUITE 440 LINCOLN, RI 02865 USA

TREASURER

Name Role Address
HAROLD E BRIGGS JR TREASURER 24 ALBION ROAD, SUITE 440 LINCOLN, RI 02865 USA

SECRETARY

Name Role Address
KIMBERLY A DEANGELIS SECRETARY 24 ALBION ROAD, SUITE 440 LINCOLN, RI 02865 USA

VICE PRESIDENT

Name Role Address
CHRISTOPHER J RICCI VICE PRESIDENT 24 ALBION ROAD, SUITE 440 LINCOLN, RI 02865 USA

DIRECTOR

Name Role Address
HAROLD E BRIGGS JR DIRECTOR 24 ALBION ROAD, SUITE 440 LINCOLN, RI 02865 USA

Events

Type Date Old Value New Value
Name Change 2023-12-01 Briggs Advisory Group, Inc. SJLL Advisors, Inc.

Filings

Number Name File Date
202448514880 Annual Report 2024-03-14
202343150930 Articles of Amendment 2023-12-01
202330040200 Annual Report 2023-03-06
202211853680 Annual Report 2022-03-01
202189714640 Annual Report 2021-02-03
202032870240 Annual Report - Amended 2020-01-23
202032266250 Annual Report 2020-01-14
201986061300 Annual Report 2019-02-06
201859491410 Statement of Abandonment of Use of Fictitious Business Name 2018-03-01
201856749460 Annual Report 2018-01-25

Related by officers

E. COLBY CAMERON, ESQ.

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Related by address

No related companies by address

Date of last update: 19 Oct 2024

Sources: Rhode Island Department of State

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