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Chartered Course Financial Group, LLC

Company Details

Name: Chartered Course Financial Group, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 28 Dec 2022 (2 years ago)
Identification Number: 001750138
ZIP code: 02919
County: Providence County
Principal Address: 24 BRADFORD ST, JOHNSTON, RI, 02919, USA
Purpose: FINANCIAL ADVISOR, INSURANCE BROKERAGE.

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
JOHN K. MCCARTHY Agent 24 BRADFORD STREET, JOHNSTON, RI, 02919, USA

Filings

Number Name File Date
202445046410 Annual Report 2024-01-30
202225480140 Articles of Organization 2022-12-28

Date of last update: 29 Oct 2024

Sources: Rhode Island Department of State