Name: | TrueFocus Financial Partners LLC |
Jurisdiction: | Rhode Island |
Entity type: | Domestic Limited Liability Company |
Status: | Activ |
Date of Organization in Rhode Island: | 27 Feb 2023 (2 years ago) |
Identification Number: | 001753495 |
ZIP code: | 02852 |
County: | Washington County |
Principal Address: | 650 TEN ROD RD UNIT 2, NORTH KINGSTOWN, RI, 02852, USA |
Mailing Address: | 650 TEN ROD ROAD BOX 10, NORTH KINGSTOWN, RI, 02852, USA |
Purpose: | INVESTMENT MANAGEMENT AND FINANCIAL PLANNING FOR INDIVIDUALS/FAMILIES. |
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 |
---|---|---|
JONATHAN ULLMAN | Agent | 650 TEN ROD ROAD BOX #10, NORTH KINGSTOWN, RI, 02852, USA |
Number | Name | File Date |
---|---|---|
202445455960 | Annual Report - Amended | 2024-02-03 |
202443998720 | Annual Report | 2024-01-15 |
202443831270 | Statement of Change of Registered/Resident Agent | 2024-01-08 |
202329470650 | Articles of Organization | 2023-02-27 |
Date of last update: 29 Oct 2024
Sources: Rhode Island Department of State