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Plum Pointe Wealth Management, LLC

Company Details

Name: Plum Pointe Wealth Management, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 27 Aug 2024 (8 months ago)
Identification Number: 001778288
ZIP code: 02903
County: Providence County
Principal Address: 225 DYER STREET 2ND FLOOR, PROVIDENCE, RI, 02903, USA

Agent

Name Role Address
BRIAN S. DUNCKLEY Agent 225 DYER STREET 2ND FLOOR, PROVIDENCE, RI, 02903, USA

Filings

Number Name File Date
202459086040 Articles of Organization 2024-08-27

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2223517208 2020-04-15 0165 PPP 10 DORRANCE ST STE 700, Providence, RI, 02903
Loan Status Date 2021-09-29
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 17087
Loan Approval Amount (current) 17089
Undisbursed Amount 0
Franchise Name -
Lender Location ID 29805
Servicing Lender Name TD Bank, National Association
Servicing Lender Address 2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Providence, PROVIDENCE, RI, 02903-0300
Project Congressional District RI-02
Number of Employees 2
NAICS code 561110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
Originating Lender ID 29805
Originating Lender Name TD Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 17310.68
Forgiveness Paid Date 2021-08-18

Date of last update: 29 Oct 2024

Sources: Rhode Island Department of State