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Newport Financial, LLC

Company Details

Name: Newport Financial, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 16 May 2017 (8 years ago)
Identification Number: 001673819
ZIP code: 02842
County: Newport County
Principal Address: 1120 AQUIDNECK AVENUE, MIDDLETOWN, RI, 02842, USA
Purpose: INSURANCE BROKER

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

Agent

Name Role Address
ELIZABETH J. PONTE Agent 1120 AQUIDNECK AVENUE, MIDDLETOWN, RI, 02842, USA

Filings

Number Name File Date
202453658270 Annual Report 2024-05-01
202335711060 Annual Report 2023-05-16
202213788980 Annual Report 2022-03-31
202103688770 Annual Report 2021-10-22
202078531710 Annual Report 2020-12-04
201926872850 Annual Report 2019-11-05
201880469040 Annual Report 2018-10-30
201743254060 Articles of Organization 2017-05-16

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9296588304 2021-01-30 0165 PPS 1120 Aquidneck Ave, Middletown, RI, 02842-7285
Loan Status Date 2021-09-29
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20833
Loan Approval Amount (current) 20833
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434162
Servicing Lender Name Citizens Bank, National Association
Servicing Lender Address 1 Citizens Plaza, PROVIDENCE, RI, 02903-1344
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Middletown, NEWPORT, RI, 02842-7285
Project Congressional District RI-01
Number of Employees 1
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 434162
Originating Lender Name Citizens Bank, National Association
Originating Lender Address PROVIDENCE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 20944.87
Forgiveness Paid Date 2021-08-18
2708677208 2020-04-16 0165 PPP 1120 AQUIDNECK AVE, MIDDLETOWN, RI, 02842
Loan Status Date 2021-04-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 38200
Loan Approval Amount (current) 38200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434162
Servicing Lender Name Citizens Bank, National Association
Servicing Lender Address 1 Citizens Plaza, PROVIDENCE, RI, 02903-1344
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address MIDDLETOWN, NEWPORT, RI, 02842-0001
Project Congressional District RI-01
Number of Employees 3
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 434162
Originating Lender Name Citizens Bank, National Association
Originating Lender Address PROVIDENCE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 38534.9
Forgiveness Paid Date 2021-03-10

Date of last update: 26 Oct 2024

Sources: Rhode Island Department of State