| Name: | COURTESY INVESTMENT ADVISORY SERVICES LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 25 Mar 2015 (10 years ago) |
| Identification Number: | 001099725 |
| Place of Formation: | DELAWARE |
| Principal Address: | 350 JIM MORAN BLVD., DEERFIELD BEACH, FL, 33442, USA |
| Purpose: | REGISTERED INVESTMENT ADVISOR |
NAICS
523930 Investment AdviceThis 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
| Name | Role | Address |
|---|---|---|
| UNITED AGENT GROUP INC. | Agent | 10 DORRANCE STREET #700, PROVIDENCE, RI, 02903, USA |
| Number | Name | File Date |
|---|---|---|
| 202450749890 | Annual Report | 2024-04-11 |
| 202333706860 | Annual Report | 2023-04-24 |
| 202215258850 | Annual Report | 2022-04-20 |
| 202103922360 | Annual Report | 2021-10-26 |
| 202067067150 | Annual Report | 2020-10-21 |
| 202033876980 | Statement of Change of Registered/Resident Agent | 2020-02-06 |
| 201924240390 | Annual Report | 2019-10-14 |
| 201877774690 | Annual Report | 2018-09-19 |
| 201750115550 | Annual Report | 2017-09-20 |
| 201610974880 | Annual Report | 2016-10-25 |
Date of last update: 20 Oct 2024
Sources: Rhode Island Department of State
