NAICS
523930 Investment AdviceThis 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
Name | Role | Address |
---|---|---|
JAMES JOLY | Agent | 233 MAIN STREET, EAST GREENWICH, RI, 02818, USA |
Number | Name | File Date |
---|---|---|
202449941180 | Annual Report | 2024-04-01 |
202334230850 | Annual Report | 2023-04-27 |
202217308940 | Annual Report | 2022-05-13 |
202217200460 | Statement of Change of Registered/Resident Agent | 2022-05-11 |
202212890710 | Revocation Notice For Failure to Maintain a Registered Office | 2022-03-15 |
Date of last update: 03 Jun 2025
Sources: Rhode Island Department of State