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IP Financial Advisory Services LLC

Company Details

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 Brokerages

Agent

Name Role Address
CORPORATION SERVICE COMPANY Agent 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA

MANAGER

Name Role Address
IPFAS HOLDINGS LLC MANAGER 5950 FAIRVIEW ROAD, SUITE 140 CHARLOTTE, NC 28210 USA

Events

Type Date Old Value New Value
Conversion 2021-08-26 IP Financial Advisory Services LLC on 08-26-2021 IP Financial Advisory Services LLC

Filings

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