| Name: | Ocean State Well-Being, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 26 Jan 2016 (9 years ago) |
| Identification Number: | 001659940 |
| ZIP code: | 02806 |
| County: | Bristol County |
| Purpose: | RIA & WHOLISTIC WELLNESS SERVICES |
| Historical names: |
Ocean State Fiduciary Advisors LLC |
| Principal Address: |
14 STONE TOWER LANE, BARRINGTON, RI, 02806, 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 |
|---|---|---|
| LAUREN K, LOEHNING | Agent | 14 STONE TOWER LANE, BARRINGTON, RI, 02806, USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2023-01-25 | Ocean State Fiduciary Advisors LLC | Ocean State Well-Being, LLC |
| Number | Name | File Date |
|---|---|---|
| 202449736560 | Annual Report | 2024-03-28 |
| 202328237920 | Annual Report | 2023-02-13 |
| 202326497650 | Articles of Amendment | 2023-01-25 |
| 202212957170 | Annual Report | 2022-03-16 |
| 202100981540 | Annual Report | 2021-09-07 |
Date of last update: 01 Jun 2025
Sources: Rhode Island Department of State
