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 |
---|---|---|
STEPHEN J. DIGIANFILIPPO, ESQ. | Agent | 50 PARK ROW WEST SUITE 107, PROVIDENCE, RI, 02903, USA |
Name | Role | Address |
---|---|---|
DAMON A. DIPIRO | MANAGER | 1603 PLAINFIELD PIKE UNIT B5 JOHNSTON, RI 02919 USA |
ROBERT P. VERRI | MANAGER | 260 WEST EXCHANGE ST., STE. 202 PROVIDENCE, RI 02903 USA |
SHARON E. SAMMARTINO | MANAGER | 9661 E. SUTTON DRIVE SCOTTSDALE, AZ 85260 USA |
Number | Name | File Date |
---|---|---|
202450467910 | Statement of Change of Registered/Resident Agent Office | 2024-04-08 |
202450468430 | Annual Report | 2024-04-08 |
202341684860 | Articles of Organization | 2023-09-13 |
202571005060 | Annual Report | 2025-04-21 |
Date of last update: 16 May 2025
Sources: Rhode Island Department of State