USI Securities, Inc.
| 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 |
| Purpose: | TO ENGAGE IN ALL LAWFUL ACTS. |
| Principal Address: |
100 SUMMIT LAKE DRIVE SUITE 400, VALHALLA, NY, 10595, USA
|
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 |
|---|---|---|
| CT CORPORATION SYSTEM | Agent | 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA |
| Name | Role | Address |
|---|---|---|
| JOSEPH GRITZER | PRESIDENT | 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA |
| Name | Role | Address |
|---|---|---|
| DAVID KAPPUS | TREASURER | 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA |
| Name | Role | Address |
|---|---|---|
| BILL TREMKO | CEO | 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA |
| Name | Role | Address |
|---|---|---|
| MELINDA ROBIDOUX | CCO | 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA |
| Name | Role | Address |
|---|---|---|
| MARY CURLEY | SECRETARY | 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA |
| Name | Role | Address |
|---|---|---|
| RICHARD BOWMAN | FINOP & DIRECTOR OF OPERATIONS | 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA |
| Name | Role | Address |
|---|---|---|
| II ERNEST J. NEWBORN | DIRECTOR | 100 SUMMIT LAKE DRIVE, SUITE 400 VALHALLA, NY 10595 USA |
| 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 |
| 202565440590 | Annual Report | 2025-02-21 |
This company hasn't received any reviews.
Date of last update: 05 Jun 2025
Sources: Rhode Island Department of State