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USI Securities, Inc.

Company Details

Name: USI Securities, Inc.
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Activ
Date of Organization in Rhode Island: 13 Dec 2021 (3 years ago)
Identification Number: 001733122
Place of Formation: DELAWARE
Principal Address: 100 SUMMIT LAKE DRIVE SUITE 400, VALHALLA, NY, 10595, USA
Purpose: TO ENGAGE IN ALL LAWFUL ACTS.
NAICS: 523930 - Investment Advice

Agent

Name Role Address
CT CORPORATION SYSTEM Agent 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA

PRESIDENT

Name Role Address
JOSEPH GRITZER PRESIDENT 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA

TREASURER

Name Role Address
DAVID KAPPUS TREASURER 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA

SECRETARY

Name Role Address
ERNEST J. NEWBORN II SECRETARY 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA

CEO

Name Role Address
BILL TREMKO CEO 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA

CCO

Name Role Address
MELINDA ROBIDOUX CCO 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA

DIRECTOR

Name Role Address
RICHARD BOWMAN DIRECTOR 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA
ERNEST J. NEWBORN II DIRECTOR 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA

Filings

Number Name File Date
202450752070 Annual Report 2024-04-11
202331683640 Annual Report 2023-03-25
202215530000 Annual Report 2022-04-22
202107045290 Application for Certificate of Authority 2021-12-13

Date of last update: 28 Oct 2024

Sources: Rhode Island Department of State