| Name: | PPWM Holdings, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 16 Jul 2016 (9 years ago) |
| Identification Number: | 001665110 |
| ZIP code: | 02903 |
| County: | Providence County |
| Principal Address: | 225 DYER STREET FLOOR 2, PROVIDENCE, RI, 02903, USA |
| Purpose: | Title: 7-1.2-1701 |
| NAICS: | 523930 - Investment Advice |
| Historical names: |
Opis Wealth Management, Ltd. PLUM POINTE WEALTH MANAGEMENT, LTD. |
| Name | Role | Address |
|---|---|---|
| SCHOLHAMER BUSINESS LAW, LLC | Agent | 1481 WAMPANOAG TRAIL, EAST PROVIDENCE, RI, 02915, USA |
| Name | Role | Address |
|---|---|---|
| BRIAN SCOTT DUNCKLEY | PRESIDENT | 27 NORTH STREET WARWICK , RI 02886 USA |
| Name | Role | Address |
|---|---|---|
| BYRON L MCMASTERS | SECRETARY | 6 LAUREL LANE BARRINGTON, RI 02806 USA |
| Name | Role | Address |
|---|---|---|
| BRIAN S DUNCKLEY | OTHER OFFICER | 27 NORTH STREET WARWICK, 02886 UNI |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Name Change | 2024-08-26 | PLUM POINTE WEALTH MANAGEMENT, LTD. | PPWM Holdings, Inc. |
| Name Change | 2016-10-04 | Opis Wealth Management, Ltd. | PLUM POINTE WEALTH MANAGEMENT, LTD. |
| Number | Name | File Date |
|---|---|---|
| 202459062530 | Articles of Amendment | 2024-08-26 |
| 202455138950 | Annual Report | 2024-05-31 |
| 202336449340 | Annual Report | 2023-05-31 |
| 202217975520 | Annual Report | 2022-05-31 |
| 202197924750 | Annual Report | 2021-06-08 |
| 202196938280 | Revocation Notice For Failure to File An Annual Report | 2021-05-19 |
| 202037042660 | Annual Report | 2020-03-31 |
| 201989499740 | Annual Report | 2019-03-29 |
| 201860047370 | Annual Report | 2018-03-12 |
| 201730608490 | Annual Report | 2017-01-23 |
Date of last update: 26 Oct 2024
Sources: Rhode Island Department of State
