NAICS
523920 Portfolio ManagementThis industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Learn more at the U.S. Census Bureau
Name | Role | Address |
---|---|---|
LEO WEEKS, JR. | Agent | 11 W FRIENDSHIP STREET, PROVIDENCE, RI, 02907, USA |
Number | Name | File Date |
---|---|---|
202222421920 | Order Appointing Temporary Receiver | 2022-07-28 |
202221204560 | Annual Report | 2022-07-13 |
202219762650 | Revocation Notice For Failure to File An Annual Report | 2022-06-22 |
202106802290 | Statement of Change of Registered/Resident Agent | 2021-12-04 |
202106798610 | Annual Report | 2021-12-03 |
The Uniform Commercial Code (UCC) is a comprehensive set of laws governing all commercial transactions in the United States.
A UCC filing is a public notice of a secured transaction. A financing statement indicates a commercial agreement between a debtor and a
secured party.
Date of last update: 13 May 2025
Sources: Rhode Island Department of State