| Name: | SLOCUM, GORDON & CO LLP |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Partnership |
| Status: | Activ |
| Date of Organization in Rhode Island: | 16 May 2022 (3 years ago) |
| Identification Number: | 001740557 |
| ZIP code: | 02840 |
| County: | Newport County |
| Principal Address: | 39 MILL STREET, NEWPORT, RI, 02840, USA |
| Purpose: | INVESTMENT ADVISORY SERVICE |
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
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1993325 | 39 MILL STREET, NEWPORT, RI, 02840 | 39 MILL STREET, NEWPORT, RI, 02840 | 401-849-4900 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-23401 |
| Filing date | 2024-11-04 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-05
| Form type | 13F-HR |
| File number | 028-23401 |
| Filing date | 2024-08-05 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-02
| Form type | 13F-HR |
| File number | 028-23401 |
| Filing date | 2024-05-02 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-14
| Form type | 13F-HR |
| File number | 028-23401 |
| Filing date | 2024-02-14 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-12-14
| Form type | 13F-HR |
| File number | 028-23401 |
| Filing date | 2023-12-14 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-12-06
| Form type | 13F-HR |
| File number | 028-23401 |
| Filing date | 2023-12-06 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2023-11-09
| Form type | 13F-HR |
| File number | 028-23401 |
| Filing date | 2023-11-09 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-10-23
| Form type | 13F-HR |
| File number | 028-23401 |
| Filing date | 2023-10-23 |
| Reporting date | 2023-06-30 |
| File | View File |
| Name | Role | Address |
|---|---|---|
| CANDICE S. MEDEIROS | Agent | 94 SCHOOLHOUSE LANE, PORTSMOUTH, RI, 02871, USA |
| Number | Name | File Date |
|---|---|---|
| 202460186980 | Annual Report - Amended | 2024-09-17 |
| 202449048690 | Annual Report | 2024-03-21 |
| 202335277070 | Miscellaneous Filing (Fee Applicable) | 2023-05-04 |
| 202217422330 | Registered Limited Liability Partnership | 2022-05-16 |
Date of last update: 28 Oct 2024
Sources: Rhode Island Department of State
