| 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 |
| Purpose: | INVESTMENT ADVISORY SERVICE |
| Principal Address: |
39 MILL STREET, NEWPORT, RI, 02840, 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 |
|---|---|---|
| CANDICE S. MEDEIROS | Agent | 94 SCHOOLHOUSE LANE, PORTSMOUTH, RI, 02871, USA |
A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly
traded on U.S. stock exchanges, File reports with the SEC.
Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must
comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR
database.
| 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 |
| 202566461080 | Annual Report | 2025-03-07 |
Date of last update: 15 May 2025
Sources: Rhode Island Department of State
