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BSA Wealth Advisors LLC

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Company Details

Name: BSA Wealth Advisors LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 29 Dec 2020 (5 years ago)
Identification Number: 001716794
ZIP code: 02874
City: Saunderstown
County: Washington County
Purpose: INSURANCE BROKER
Historical names: BSA Health Advisors LLC
Principal Address: Google Maps Logo 760 SHERMANTOWN ROAD, SAUNDERSTOWN, RI, 02874, USA

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

Agent

Name Role Address
BEREN S. ANDERSON Agent 760 SHERMANTOWN ROAD, SAUNDERSTOWN, RI, 02874, USA

Events

Type Date Old Value New Value
Name Change 2024-01-08 BSA Health Advisors LLC BSA Wealth Advisors LLC

Filings

Number Name File Date
202454061790 Annual Report 2024-05-02
202443817490 Articles of Amendment 2024-01-08
202335686610 Annual Report 2023-05-15
202102988150 Annual Report 2021-10-11
202082338880 Articles of Organization 2020-12-29

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2024-04-05
Awarding Agency Name:
Small Business Administration
Transaction Description:
AWARDTYPE: GUARANTEED/INSURED LOANS ACTIVITIES TO BE PERFORMED: TO PROVIDE GUARANTEED LOANS FROM LENDERS TO ELIGIBLE FOR PROFIT SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE BUT CAN DEMONSTRATE AN ABILITY TO REPAY LOANS IF GRANTED, IN A TIMELY MANNER. THE SBA GUARANTEES 7(A) PROGRAM LOANS THROUGH VARIOUS LOAN PROCESSING METHODS INCLUDING: (1) STANDARD 7(A) LOANS; (2) 7(A) SMALL LOANS; (3) SBAEXPRESS LOANS; (4) CAPLINE LOANS; (5) THE QUALIFIED EMPLOYEE TRUSTS (ESOP); (6) EXPORT EXPRESS; (7)EXPORT WORKING CAPITAL PROGRAM (EWCP); (8) INTERNATIONAL TRADE, AND (9) PILOT (TEMPORARY) PROGRAMS. DELIVERABLES: LOAN GUARANTEES EXPECTED OUTCOMES: TO PROVIDE GUARANTEED LOANS FROM LENDERS TO ELIGIBLE FOR PROFIT SMALL BUSINESSES AND, IN CERTAIN CIRCUMSTANCES, TO QUALIFIED EMPLOYEE TRUSTS (ESOPS). INTENDED BENEFICIARIES: SMALL BUSINESSES SUBRECIPIENT ACTIVITIES: NA
Obligated Amount:
$0
Face Value Of Loan:
$42,000
Total Face Value Of Loan:
$42,000

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Date of last update: 16 Jul 2025

Sources: Rhode Island Department of State