Search icon

Adam Financial LLP

Company Details

Name: Adam Financial LLP
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Partnership
Status: Activ
Date of Organization in Rhode Island: 28 Feb 2019 (6 years ago)
Identification Number: 001693391
ZIP code: 02840
County: Newport County
Purpose: CERTIFIED PUBLIC ACCOUNTANTS
Principal Address: Google Maps Logo 41 LONG WHARF MALL, NEWPORT, RI, 02840, USA

Industry & Business Activity

NAICS

541211 Offices of Certified Public Accountants

This U.S. industry comprises establishments of accountants that are certified to audit the accounting records of public and private organizations and to attest to compliance with generally accepted accounting practices. Offices of certified public accountants (CPAs) may provide one or more of the following accounting services: (1) auditing financial statements; (2) designing accounting systems; (3) preparing financial statements; (4) developing budgets; and (5) providing advice on matters related to accounting. These establishments may also provide related services, such as bookkeeping, tax return preparation, and payroll processing. Learn more at the U.S. Census Bureau

Agent

Name Role Address
JEFFREY C. ADAM Agent 41 LONG WHARF MALL, NEWPORT, RI, 02840, USA

Licenses

License No License Type Status Date Issued Expiration Date
ACC.00P1908-FIRM Practice Unit ACTIVE 2013-08-16 2025-06-30

Filings

Number Name File Date
202452700240 Annual Report 2024-04-26
202329825720 Miscellaneous Filing (Fee Applicable) 2023-03-02
202211873200 Registration Renewal 2022-02-28
202193124370 Registration Renewal 2021-02-26
202035562070 Registration Renewal 2020-02-28

Paycheck Protection Program

Date Approved:
2020-04-09
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
54805
Current Approval Amount:
54805
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
55389.09

Date of last update: 03 Jun 2025

Sources: Rhode Island Department of State