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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 (9 months ago)
Date of Status Change: 17 Sep 2024 (9 months ago)
Identification Number: 001688521
ZIP code: 02828
County: Providence County
Purpose: FINANCIAL PLANNING AND INVESTMENT ADVICE
Principal Address: Google Maps Logo 600 PUTNAM PIKE SUITE 4, GREENVILLE, RI, 02828, USA

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

Paycheck Protection Program

Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
9900
Current Approval Amount:
9900
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
9964.9

Date of last update: 13 May 2025

Sources: Rhode Island Department of State