| Name: | Cornerstone Financial Management LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 26 Mar 2021 (4 years ago) |
| Identification Number: | 001721296 |
| ZIP code: | 02852 |
| County: | Washington County |
| Place of Formation: | MASSACHUSETTS |
| Principal Address: | 10 MALL ROAD SUITE 301, BURLINGTON, MA, 01803, USA |
| Mailing Address: | 650 TEN ROD ROAD SUITE 129F, NORTH KINGSTOWN, RI, 02852, USA |
| Purpose: | TO ENGAGE IN INVESTMENT MANAGEMENT, INVESTMENT ADVISORY, PERSONAL FINANCIAL PLANNING AND TAX SERVICES. |
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 |
|---|---|---|
| KEVIN ARRUDA | Agent | 650 TEN ROD ROAD SUITE 129F, NORTH KINGSTOWN, RI, 02852, USA |
| Name | Role | Address |
|---|---|---|
| KEVIN ARRUDA | Manager | 273 MCCORRIE LANE PORTSMOUTH, RI 02871 USA |
| Number | Name | File Date |
|---|---|---|
| 202446286590 | Annual Report | 2024-02-13 |
| 202326694950 | Annual Report | 2023-01-26 |
| 202212933570 | Statement of Change of Registered/Resident Agent Office | 2022-03-14 |
| 202212575680 | Annual Report | 2022-03-10 |
| 202194984720 | Application for Registration | 2021-03-26 |
Date of last update: 28 Oct 2024
Sources: Rhode Island Department of State
