Search icon

Legatus Wealth, LLC

Company Details

Name: Legatus Wealth, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Revoked Entity
Date of Organization in Rhode Island: 24 Sep 2018 (7 years ago)
Date of Dissolution: 17 Sep 2024 (7 months ago)
Date of Status Change: 17 Sep 2024 (7 months ago)
Identification Number: 001688521
ZIP code: 02828
County: Providence County
Principal Address: 600 PUTNAM PIKE SUITE 4, GREENVILLE, RI, 02828, USA
Purpose: FINANCIAL PLANNING AND INVESTMENT ADVICE

Industry & Business Activity

NAICS

523930 Investment Advice

This 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

Agent

Name Role Address
RICHARD J. LAND, ESQ. Agent ONE PARK ROW SUITE 300, PROVIDENCE, RI, 02903, USA

Events

Type Date Old Value New Value
Conversion 2018-09-24 Legatus Wealth Corp. on 09-24-2018 Legatus Wealth, LLC

Filings

Number Name File Date
202459728940 Revocation Certificate For Failure to File the Annual Report for the Year 2024-09-17
202456320200 Revocation Notice For Failure to File An Annual Report 2024-06-18
202332808970 Annual Report 2023-04-12
202211536420 Annual Report 2022-02-24
202104520420 Annual Report 2021-11-02
202069884430 Annual Report 2020-10-29
201921365780 Annual Report 2019-09-25
201878059570 Certificate of Conversion 2018-09-24
201878060990 Articles of Organization 2018-09-24

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1724467210 2020-04-15 0165 PPP 600 PUTNAM PIKE, GREENVILLE, RI, 02828-1487
Loan Status Date 2022-02-07
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 9900
Loan Approval Amount (current) 9900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 33371
Servicing Lender Name Bristol County Savings Bank
Servicing Lender Address 29 Broadway, TAUNTON, MA, 02780-3269
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address GREENVILLE, PROVIDENCE, RI, 02828-1487
Project Congressional District RI-01
Number of Employees 1
NAICS code 999990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 243908
Originating Lender Name Freedom National Bank, A Division of
Originating Lender Address GREENVILLE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 9964.9
Forgiveness Paid Date 2020-12-09

Date of last update: 27 Oct 2024

Sources: Rhode Island Department of State