| Name: | Compass Planners, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Revoked Entity |
| Date of Organization in Rhode Island: | 02 Jun 2015 (10 years ago) |
| Date of Dissolution: | 12 Sep 2023 (2 years ago) |
| Date of Status Change: | 12 Sep 2023 (2 years ago) |
| Identification Number: | 001336153 |
| ZIP code: | 02817 |
| County: | Kent County |
| Principal Address: | 269 WEAVER HILL ROAD, WEST GREENWICH, RI, 02817, USA |
| Purpose: | RETIREMENT PLANNING Title: 7-1.2-1701 |
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
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | Compass Planners, Inc., NEW YORK | 5825398 | NEW YORK |
| Name | Role | Address |
|---|---|---|
| JAMES A. SOUCY | Agent | 269 WEAVER HILL ROAD, WEST GREENWICH, RI, 02817, USA |
| Name | Role | Address |
|---|---|---|
| JAMES A. SOUCY | PRESIDENT | 269 WEAVER HILL ROAD WEST GREENWICH, RI 02817 USA |
| Number | Name | File Date |
|---|---|---|
| 202341505930 | Revocation Certificate For Failure to File the Annual Report for the Year | 2023-09-12 |
| 202338144900 | Revocation Notice For Failure to File An Annual Report | 2023-06-19 |
| 202213132170 | Annual Report | 2022-03-14 |
| 202188143540 | Annual Report | 2021-01-28 |
| 201930612170 | Annual Report | 2019-12-23 |
| 201987847390 | Annual Report | 2019-02-25 |
| 201857129360 | Annual Report | 2018-01-29 |
| 201730862270 | Annual Report | 2017-01-25 |
| 201730808980 | Statement of Change of Registered/Resident Agent | 2017-01-25 |
| 201691387270 | Annual Report | 2016-01-28 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 2172767201 | 2020-04-15 | 0165 | PPP | 269 Weaver Hill Rd, West Greenwich, RI, 02817 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 23 Oct 2024
Sources: Rhode Island Department of State
