| Name: | MB Financial Planning, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 02 Jun 2017 (8 years ago) |
| Identification Number: | 001674310 |
| ZIP code: | 02892 |
| County: | Washington County |
| Principal Address: | 7 PUNCH BOWL TRAIL, RICHMOND, RI, 02892, USA |
| Purpose: | I AM A REGISTERED INVESTMENT ADVISORY FIRM. I HELP MIDDLE CLASS PEOPLE WITH INVESTMENT DECISIONS AND OVERALL FINANCIAL ISSUES. CLIENTS PAY A MONTHLY FEE OR QUARTERLY FEE FOR INVESTMENT AND FINANCIAL PLANNING ADVICE. |
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 |
|---|---|---|
| MICHAEL BRONSON | Agent | 7 PUNCHBOWL TRAIL, WEST KINGSTON, RI, 02892, USA |
| Number | Name | File Date |
|---|---|---|
| 202452389210 | Statement of Change of Registered/Resident Agent Office | 2024-04-23 |
| 202450321500 | Annual Report | 2024-04-08 |
| 202449470040 | Revocation Notice For Failure to Maintain a Registered Office | 2024-03-27 |
| 202448602550 | Registered Office Not Maintained | 2024-01-02 |
| 202326294970 | Annual Report | 2023-01-20 |
| 202208572000 | Annual Report | 2022-01-25 |
| 202101741620 | Annual Report | 2021-09-20 |
| 202056546370 | Annual Report | 2020-09-21 |
| 201913541590 | Annual Report | 2019-08-19 |
| 201874399210 | Annual Report | 2018-08-13 |
Date of last update: 26 Oct 2024
Sources: Rhode Island Department of State
