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Olive Ridley Private Client Services LLC

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Company Details

Name: Olive Ridley Private Client Services LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Revocation
Date of Organization in Rhode Island: 07 Feb 2023 (2 years ago)
Date of Dissolution: 16 Jun 2025 (a month ago)
Date of Status Change: 16 Jun 2025 (a month ago)
Identification Number: 001752330
ZIP code: 02906
City: Providence
County: Providence County
Purpose: WE ARE AN INVESTMENT ADVISOR AND OFFER INVESTMENT ADVISORY SERVICES TO INDIVIDUALS AND HIGH NET-WORTH INDIVIDUALS. OUR SERVICES INCLUDE FINANCIAL PLANNING, WEALTH MANAGEMENT SERVICES, STAND-ALONE PORTFOLIO MANAGEMENT SERVICES, AND RECOMMENDATIONS OF SEPARATELY MANAGED PORTFOLIOS.
Principal Address: Google Maps Logo 690 ANGELL STREET, PROVIDENCE, RI, 02906, USA
Mailing Address: Google Maps Logo 690 ANGELL ST, PROVIDENCE, RI, 02906, USA

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
ROBERT PARKER MOFFETT, III Agent 690 ANGELL STREET, PROVIDENCE, RI, 02906, USA

Filings

Number Name File Date
202454007130 Articles of Amendment 2024-05-06
202445244050 Annual Report 2024-02-01
202327686990 Articles of Organization 2023-02-07
202575340590 Revocation Notice For Failure to File An Annual Report 2025-06-16

Trademarks

Serial Number:
98190492
Mark:
CLEAN WEALTH
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2023-09-21
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
CLEAN WEALTH

Goods And Services

For:
We are a registered investment advisory firm (RIA) for individuals and families providing financial planning, investment management and insurance solutions
International Classes:
036 - Primary Class
Class Status:
ACTIVE

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Date of last update: 17 Jul 2025

Sources: Rhode Island Department of State