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 |
---|---|---|
MARIE SMITH | Agent | 174 CALLA STREET, PROVIDENCE, RI, 02905, USA |
Name | Role | Address |
---|---|---|
WEBBY JUSME | MANAGER | 81 MCCABE AVE PAWTUCKET, RI 02861 |
Number | Name | File Date |
---|---|---|
202102230790 | Articles of Dissolution | 2021-09-27 |
202101977560 | Annual Report | 2021-09-22 |
202065294800 | Articles of Organization | 2020-10-16 |
Date of last update: 14 May 2025
Sources: Rhode Island Department of State