| Name: | Olive Ridley Private Client Services LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 07 Feb 2023 (2 years ago) |
| Identification Number: | 001752330 |
| ZIP code: | 02906 |
| County: | Providence County |
| Principal Address: | 690 ANGELL STREET, PROVIDENCE, RI, 02906, USA |
| Mailing Address: | 690 ANGELL ST, PROVIDENCE, RI, 02906, USA |
| 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. |
| NAICS: | 523930 - Investment Advice |
| Name | Role | Address |
|---|---|---|
| ROBERT PARKER MOFFETT, III | Agent | 690 ANGELL STREET, PROVIDENCE, RI, 02906, USA |
| Number | Name | File Date |
|---|---|---|
| 202454007130 | Articles of Amendment | 2024-05-06 |
| 202445244050 | Annual Report | 2024-02-01 |
| 202327686990 | Articles of Organization | 2023-02-07 |
Date of last update: 29 Oct 2024
Sources: Rhode Island Department of State
