Search icon

Charter Financial Group, Inc.

Company claim

Is this your business?

Get access!

Company Details

Name: Charter Financial Group, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 06 Dec 2017 (8 years ago)
Identification Number: 001679422
ZIP code: 02886
City: Warwick
County: Kent County
Purpose: MARKET AND SELL INSURANCE PRODUCTS.
Principal Address: Google Maps Logo 275 WEST NATICK ROAD, WARWICK, RI, 02886, 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

Agent

Name Role Address
ERIK WOHLGEMUTH Agent 275 WEST NATICK ROAD SUITE 450, WARWICK, RI, 02886, USA

PRESIDENT

Name Role Address
MARK MEDEIROS PRESIDENT 35 ALLEN AVENUE BARRINGTON, RI 02806 USA

Filings

Number Name File Date
202446852470 Annual Report 2024-02-20
202328825370 Annual Report 2023-02-17
202328825910 Statement of Change of Registered/Resident Agent 2023-02-17
202328826700 Annual Report 2023-02-17
202328826980 Annual Report 2023-02-17

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-1 Standard
UCC Filing Number:
Filing Date:
2020-07-07
Action:
InitialFiling

Parties

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

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2020-06-19
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:
2020-06-19
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
$3,000
Face Value Of Loan:
$0
Total Face Value Of Loan:
$0
Business Type:
SMALL BUSINESS
Date:
2020-04-29
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:
$26,411
Total Face Value Of Loan:
$26,411

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$26,411
Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$26,411
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$26,601.3
Servicing Lender:
Webster Bank National Association
Use of Proceeds:
Payroll: $26,411
Refinance EIDL: $0

Reviews Leave a review

This company hasn't received any reviews.

Date of last update: 15 Jul 2025

Sources: Rhode Island Department of State