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RMS Financial, LLC

Company Details

Name: RMS Financial, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 01 Mar 2022 (3 years ago)
Identification Number: 001736822
ZIP code: 02886
County: Kent County
Principal Address: 91 TOLLGATE RD., WARWICK, RI, 02886, USA
Mailing Address: 91 TOLLGATE ROAD, WARWICK, RI, 02818, USA
Purpose: FINANCIAL ADVISING / PLANNING

Industry & Business Activity

NAICS

523930 Investment Advice

This 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

Agent

Name Role Address
MELISSA D'ELLENA Agent 700 MAIN STREET, EAST GREENWICH, RI, 02818, USA

Filings

Number Name File Date
202444545770 Annual Report 2024-01-23
202332006790 Annual Report 2023-03-30
202211911100 Articles of Organization 2022-03-01

Date of last update: 28 Oct 2024

Sources: Rhode Island Department of State