| Name: | IP Financial Advisory Services LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 10 Apr 2020 (5 years ago) |
| Identification Number: | 001728603 |
| Place of Formation: | NORTH CAROLINA |
| Principal Address: | 5950 FAIRVIEW ROAD SUITE 140, CHARLOTTE, NC, 28210, USA |
| Purpose: | BUSINESS AND ACTUARIAL CONSULTING, LIFE INSURANCE AGENCY AND ADVISORY SERVICES |
NAICS
524210 Insurance Agencies and BrokeragesThis 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
| Name | Role | Address |
|---|---|---|
| CORPORATION SERVICE COMPANY | Agent | 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA |
| Name | Role | Address |
|---|---|---|
| IPFAS HOLDINGS LLC | MANAGER | 5950 FAIRVIEW ROAD, SUITE 140 CHARLOTTE, NC 28210 USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Conversion | 2021-08-26 | IP Financial Advisory Services LLC on 08-26-2021 | IP Financial Advisory Services LLC |
| Number | Name | File Date |
|---|---|---|
| 202453984180 | Annual Report | 2024-05-07 |
| 202337955570 | Annual Report | 2023-06-16 |
| 202337765430 | Revocation Notice For Failure to File An Annual Report | 2023-06-16 |
| 202217144890 | Annual Report | 2022-05-10 |
| 202100670110 | Annual Report | 2021-09-01 |
| 202100383830 | Application for Transfer of Authority | 2021-08-26 |
| 202100385230 | Application for Registration | 2021-08-26 |
Date of last update: 28 Oct 2024
Sources: Rhode Island Department of State
