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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
Principal Address: 41 LONG WHARF MALL, NEWPORT, RI, 02840, USA
Purpose: CERTIFIED PUBLIC ACCOUNTANTS

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

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
201987841190 Registered Limited Liability Partnership 2019-02-28

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9307357000 2020-04-09 0165 PPP 41 Long Wharf Mall, NEWPORT, RI, 02840-2906
Loan Status Date 2021-08-27
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 54805
Loan Approval Amount (current) 54805
Undisbursed Amount 0
Franchise Name -
Lender Location ID 65657
Servicing Lender Name BankNewport
Servicing Lender Address 10 Washington Sq, NEWPORT, RI, 02840-2948
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address NEWPORT, NEWPORT, RI, 02840-2906
Project Congressional District RI-01
Number of Employees 4
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Partnership
Originating Lender ID 65657
Originating Lender Name BankNewport
Originating Lender Address NEWPORT, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 55389.09
Forgiveness Paid Date 2021-05-12

Date of last update: 27 Oct 2024

Sources: Rhode Island Department of State