Convergence Wealth Advisors, LLC
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| Name: | Convergence Wealth Advisors, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Dissolved |
| Date of Organization in Rhode Island: | 24 Dec 2015 (10 years ago) |
| Date of Dissolution: | 31 Dec 2017 (8 years ago) |
| Date of Status Change: | 31 Dec 2017 (8 years ago) |
| Identification Number: | 001659067 |
| ZIP code: | 02906 |
| City: | Providence |
| County: | Providence County |
| Purpose: | TO PROVIDE INVESTMENT ADVISORY AND CONSULTING SERVICES |
| Historical names: |
New ConWealth, LLC |
| Principal Address: |
531 WAYLAND AVE, PROVIDENCE, RI, 02906, USA
|
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 |
|---|---|---|
| JAMES H. HAHN, ESQ. | Agent | 40 WESTMINSTER STREET SUITE 1100, PROVIDENCE, RI, 02903, USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2016-01-01 | New ConWealth, LLC | Convergence Wealth Advisors, LLC |
| Merged | 2016-01-01 | Con | Convergence Wealth Advisors, LLC |
| Number | Name | File Date |
|---|---|---|
| 201754939260 | Articles of Dissolution | 2017-12-12 |
| 201752029080 | Annual Report | 2017-10-23 |
| 201589780590 | Articles of Merger | 2015-12-28 |
| 201589712500 | Articles of Organization | 2015-12-24 |
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Date of last update: 14 Jul 2025
Sources: Rhode Island Department of State