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SJLL Advisors, Inc.

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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 (11 years ago)
Identification Number: 000999225
ZIP code: 02857
County: Providence County
Purpose: PROVIDE FINANCIAL SERVICES AND ADVICE THERETO Title: 7-1.2
Fictitious names: Bentley Wealth (trading name, 2014-10-24 - 2018-03-01)
Historical names: Briggs Advisory Group, Inc.
Principal Address: Google Maps Logo 116 QUAKER LANE, NORTH SCITUATE, RI, 02857, USA

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

PRESIDENT

Name Role Address
HAROLD E BRIGGS JR PRESIDENT 116 QUAKER LANE NORTH SCITUATE, RI 02857 USA

VICE PRESIDENT

Name Role Address
CHRISTOPHER J RICCI VICE PRESIDENT 116 QUAKER LANE NORTH SCITUATE, RI 02857 USA

TREASURER

Name Role Address
HAROLD E. BRIGGS JR TREASURER 116 QUAKER LANE NORTH SCITUATE, RI 02857 USA

SECRETARY

Name Role Address
CHRISTOPHER J RICCI SECRETARY 116 QUAKER LANE NORTH SCITUATE, RI 02857 USA

DIRECTOR

Name Role Address
HAROLD E. BRIGGS JR. DIRECTOR 116 QUAKER LANE NORTH SCITUATE, RI 02857 USA

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001906527
Phone:
401-334-3400

Latest Filings

Form type:
13F-HR
File number:
028-21508
Filing date:
2023-10-27
File:
Form type:
13F-HR
File number:
028-21508
Filing date:
2023-07-24
File:
Form type:
13F-HR
File number:
028-21508
Filing date:
2023-05-05
File:
Form type:
13F-HR
File number:
028-21508
Filing date:
2023-02-10
File:
Form type:
13F-HR
File number:
028-21508
Filing date:
2022-11-01
File:

Form 5500 Series

Employer Identification Number (EIN):
472156245
Plan Year:
2023
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
6
Plan Year:
2022
Number Of Participants:
5
Plan Year:
2022
Number Of Participants:
6
Sponsors Telephone Number:

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

USAspending Awards / Financial Assistance

Date:
2020-05-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
81500.00
Total Face Value Of Loan:
0.00

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Date of last update: 20 Jun 2025

Sources: Rhode Island Department of State