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 |
---|---|---|
JOSHUA WELLS | Agent | 136 DENVER STREET, PAWTUCKET, RI, 02860, USA |
Name | Role | Address |
---|---|---|
MANUEL R REZENDES | Manager | 50 CELIA STREET FALL RIVER , MA 02702 USA |
Type | Date | Old Value | New Value |
---|---|---|---|
Name Change | 2022-03-16 | Euclid Wealth Management LLC | Bountiful Investment Management, LLC |
Number | Name | File Date |
---|---|---|
202448454320 | Annual Report | 2024-03-13 |
202329825810 | Annual Report | 2023-03-02 |
202220641870 | Annual Report | 2022-06-30 |
202219366650 | Revocation Notice For Failure to File An Annual Report | 2022-06-22 |
202212987050 | Fictitious Business Name Statement | 2022-03-16 |
Date of last update: 01 Jun 2025
Sources: Rhode Island Department of State