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RFG-Bristol Wealth Advisors, LLC

Company Details

Name: RFG-Bristol Wealth Advisors, LLC
Jurisdiction: Rhode Island
Entity type: Foreign Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 12 Feb 2019 (6 years ago)
Identification Number: 001692836
Place of Formation: MASSACHUSETTS
Purpose: WEALTH MANAGEMENT AND INVESTMENT SERVICES
Principal Address: Google Maps Logo 35 BROADWAY, TAUNTON, MA, 02780, USA
Mailing Address: Google Maps Logo 29 BROADWAY, TAUNTON, MA, 02780, 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
CORPORATION SERVICE COMPANY Agent 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA

MANAGER

Name Role Address
PATRICK J MURRAY JR MANAGER 29 BROADWAY TAUNTON, MA 02780 USA
LOUIS M. RICCIARDI MANAGER 35 BROADWAY TAUNTON, MA 02780 USA

Filings

Number Name File Date
202445850530 Annual Report 2024-02-07
202332906540 Annual Report 2023-04-13
202213287690 Annual Report 2022-03-23
202104283910 Annual Report 2021-10-29
202068621360 Annual Report 2020-10-26

Date of last update: 03 Jun 2025

Sources: Rhode Island Department of State