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 |
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CORPORATION SERVICE COMPANY | Agent | 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA |
Name | Role | Address |
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BRIAN S. DOWHOWER | PRESIDENT | 303 PEACHTREE STREET, NE ATLANTA, GA 30308 USA |
Name | Role | Address |
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MONICA WOOD | TREASURER | 303 PEACHTREE CENTER AVENUE, SUITE 140 ATLANTA, GA 30303 USA |
Name | Role | Address |
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CECILIA CECE MAVICO | SECRETARY | 303 PEACHTREE CENTER AVENUE, SUITE 140 ATLANTA, GA 30303 USA |
Name | Role | Address |
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ELLEN SMITH | ASSISTANT SECRETARY | 303 PEACHTREE CENTER AVENUE, SUITE 140 ATLANTA, GA 30303 USA |
Name | Role | Address |
---|---|---|
BRIAN S. DOWHOWER | DIRECTOR | 303 PEACHTREE STREET, NE ATLANTA, GA 30308 USA |
Type | Date | Old Value | New Value |
---|---|---|---|
Name Change | 2021-02-03 | SunTrust Advisory Services, Inc. | Truist Advisory Services, Inc. |
Number | Name | File Date |
---|---|---|
202454168660 | Annual Report | 2024-05-10 |
202334186120 | Annual Report | 2023-04-27 |
202215964490 | Annual Report | 2022-04-27 |
202193000160 | Annual Report | 2021-02-25 |
202189714820 | Application for Amended Certificate of Authority | 2021-02-03 |
Date of last update: 02 Jun 2025
Sources: Rhode Island Department of State