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Aggregate Financial Group, LLC

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Company Details

Name: Aggregate Financial Group, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 09 May 2016 (9 years ago)
Identification Number: 001663158
ZIP code: 02915
City: Riverside
County: Providence County
Purpose: FINANCIAL SERVICES AND PLANNING
Principal Address: Google Maps Logo 501 WAMPANOAG TRAIL SUITE 200, EAST PROVIDENCE, RI, 02915, USA

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

Companies doing Insurance agencies and brokerages

Agent

Name Role Address
JONATHAN P. MATRULLO Agent 501 WAMPANOAG TRAIL SUITE 200, EAST PROVIDENCE, RI, 02915, USA

Filings

Number Name File Date
202454550320 Annual Report 2024-05-20
202334698290 Annual Report 2023-04-30
202214428740 Annual Report 2022-04-11
202103385930 Annual Report 2021-10-18
202065147070 Annual Report 2020-10-15

Uniform Commercial Code

The Uniform Commercial Code (UCC) is a comprehensive set of laws governing all commercial transactions in the United States.

A UCC filing is a public notice of a secured transaction. A financing statement indicates a commercial agreement between a debtor and a secured party.

Uniform Commercial Code Summary

Type:
UCC-3 CONTINUATION
UCC Filing Number:
202532143600
Filing Date:
2025-05-21
Action:
Continuation

Parties

Party Name:
Aggregate Financial Group, LLC
Party Role:
Debtor(s)

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
202023016280
Filing Date:
2020-06-22
Action:
InitialFiling

Parties

Party Name:
Aggregate Financial Group, LLC
Party Role:
Debtor(s)
Party Name:
U.S. SMALL BUSINESS ADMINISTRATION
Party Role:
Secured Parties

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2021-01-30
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$44,000
Total Face Value Of Loan:
$44,000
Business Type:
SMALL BUSINESS
Date:
2020-06-10
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
$0
Face Value Of Loan:
$150,000
Total Face Value Of Loan:
$150,000
Business Type:
SMALL BUSINESS
Date:
2020-04-30
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$44,000
Total Face Value Of Loan:
$44,000
Business Type:
SMALL BUSINESS
Date:
2020-04-25
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
$4,000
Face Value Of Loan:
$0
Total Face Value Of Loan:
$0

Trademarks

Serial Number:
87111263
Mark:
AGGREGATE FINANCIAL GROUP
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2016-07-21
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
AGGREGATE FINANCIAL GROUP
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial portfolio management; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Providing financial assessment services to businesses regarding employee grou...
First Use:
2016-05-09
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED

Paycheck Protection Program

Jobs Reported:
4
Initial Approval Amount:
$44,000
Date Approved:
2020-04-30
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$44,000
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$28,552.17
Servicing Lender:
Citizens Bank, National Association
Use of Proceeds:
Payroll: $44,000
Jobs Reported:
4
Initial Approval Amount:
$44,000
Date Approved:
2021-01-30
Loan Status:
Exemption 4
SBA Guaranty Percentage:
100
Current Approval Amount:
$44,000
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$28,384.72
Servicing Lender:
Citizens Bank, National Association
Use of Proceeds:
Payroll: $43,999

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Related by address

501 WAMPANOAG TRAIL SUITE 200, EAST PROVIDENCE, RI, 02915, USA

LG Financial, Inc.
Domestic Profit Corporation
LG Financial, Inc., which currently Activ, has registered address 501 WAMPANOAG TRAIL SUITE 200, EAST PROVIDENCE, RI, 02915, USA.

Date of last update: 14 Jul 2025

Sources: Rhode Island Department of State

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