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BAL Investment & Advisory, Inc.

Company Details

Name: BAL Investment & Advisory, Inc.
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Conversion
Date of Organization in Rhode Island: 09 Jan 1976 (49 years ago)
Date of Dissolution: 02 May 2023 (2 years ago)
Date of Status Change: 02 May 2023 (2 years ago)
Identification Number: 000024057
Place of Formation: DELAWARE
Principal Address: 555 CALIFORNIA STREET 4TH FLOOR, SAN FRANCISCO, CA, 94104, USA
Purpose: MISCELLANEOUS INTERMEDIATION
NAICS: 523910 - Miscellaneous Intermediation
Historical names: SECURITY PACIFIC LEASING CORPORATION

Agent

Name Role Address
CT CORPORATION SYSTEM Agent 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA

PRESIDENT

Name Role Address
RICHARD R. FLEISCHER PRESIDENT 555 CALIFORNIA STREET, 4TH FLOOR SAN FRANCISCO, CA 94104 USA

SECRETARY

Name Role Address
CHRISTINE M. COSTAMAGNA SECRETARY 555 CALIFORNIA STREET, 4TH FLOOR SAN FRANCISCO, CA 94104 USA

VICE PRESIDENT

Name Role Address
NATHAN A. BARTH VICE PRESIDENT 555 CALIFORNIA STREET, 4TH FLOOR SAN FRANCISCO, CA 94104 USA

CHAIRMAN

Name Role Address
RICHARD R. FLEISCHER CHAIRMAN 555 CALIFORNIA STREET, 4TH FLOOR SAN FRANCISCO, CA 94104 USA

ASSISTANT SECRETARY

Name Role Address
MARK W. ANDERSSON ASSISTANT SECRETARY 555 CALIFORNIA STREET, 4TH FLOOR SAN FRANCISCO, CA 94104 USA
LISA A. EVORA ASSISTANT SECRETARY 555 CALIFORNIA STREET, 4TH FLOOR SAN FRANCISCO, CA 94104 USA
DEMETRIA VONG-SPILLAN ASSISTANT SECRETARY 555 CALIFORNIA STREET, 4TH FLOOR SAN FRANCISCO, CA 94104 USA
SUSAN BOGICEVIC ASSISTANT SECRETARY 555 CALIFORNIA STREET, 4TH FLOOR SAN FRANCISCO, CA 94104 USA
MITCHELL NEIDER ASSISTANT SECRETARY 555 CALIFORNIA STREET, 4TH FLOOR SAN FRANCISCO, CA 94104 USA

MANAGING DIRECTOR

Name Role Address
JAMES SHUNNEY MANAGING DIRECTOR 555 CALIFORNIA STREET, 4TH FLOOR SAN FRANCISCO, CA 94104 USA

VICE PRESIDENT - TAX

Name Role Address
STANDING RESOLUTIONS VICE PRESIDENT - TAX 555 CALIFORNIA STREET, 4TH FLOOR SAN FRANCISCO, CA 94104 USA

DIRECTOR/ MANAGING DIRECTOR

Name Role Address
TODD KARAS DIRECTOR/ MANAGING DIRECTOR 555 CALIFORNIA STREET, 4TH FLOOR SAN FRANCISCO, CA 94104 USA

SENIOR VICE PRESIDENT

Name Role Address
MARY ANN OLSON SENIOR VICE PRESIDENT 555 CALIFORNIA STREET, 4TH FLOOR SAN FRANCISCO, CA 94104 USA

SENIOR VICE PRESIDENT, TAX

Name Role Address
FRANK RACANIELLO SENIOR VICE PRESIDENT, TAX 555 CALIFORNIA STREET, 4TH FLOOR SAN FRANCISCO, CA 94104 USA

DIRECTOR

Name Role Address
ANDREW R.; BROWN DIRECTOR 555 CALIFORNIA STREET, 4TH FLOOR SAN FRANCISCO, CA 94104 USA
RICHARD R. FLEISCHER DIRECTOR 555 CALIFORNIA STREET, 4TH FLOOR SAN FRANCISCO, CA 94104 USA

Events

Type Date Old Value New Value
Conversion 2023-05-02 BAL Investment & Advisory, Inc. BAL INVESTMENT & ADVISORY, LLC on 05-02-2023
Name Change 2005-04-19 SECURITY PACIFIC LEASING CORPORATION BAL Investment & Advisory, Inc.

Filings

Number Name File Date
202334071570 Annual Report 2023-04-26
202215908520 Annual Report 2022-04-27
202189566960 Annual Report 2021-02-03
202035186500 Annual Report 2020-02-26
201987406380 Annual Report 2019-02-25
201856034250 Annual Report 2018-01-12
201733923310 Annual Report 2017-02-13
201692129310 Annual Report 2016-02-09
201554304510 Annual Report 2015-01-29
201436611370 Annual Report 2014-03-03

Related by officers

CT CORPORATION SYSTEM

Mason Industries of R.I., Inc. ABANCO Management Corp. HEALTHCARE TRANSPORTATION SYSTEM, INC. W.C. Stumbo Company HUDSON MEDICAL PRODUCTS, INC. ACORN INSULATED WIRE COMPANY, INC. ADAMS DRUG CO. OF BROAD STREET, INC. ADAMS DRUG CO. OF EDGEWOOD, INC. ADAMS DRUG CO. OF SMITHFIELD, INC. ADAMS DRUG CO. OF TIVERTON, INC.

CHRISTINE M. COSTAMAGNA

MERRILL LYNCH LIFE AGENCY INC. Countrywide Home Loans, Inc. Merrill Lynch Mortgage Lending, Inc. Banc of America Public Capital Corp First Franklin Financial Corporation Merrill Lynch Commodities, Inc. BofA Merrill Lynch Asset Holdings, Inc. BofA Securities, Inc. Tryon Vehicle Titling Trust

NATHAN A. BARTH

MERRILL LYNCH LIFE AGENCY INC. MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED Countrywide Home Loans, Inc. Merrill Lynch Mortgage Lending, Inc. Banc of America Public Capital Corp First Franklin Financial Corporation Merrill Lynch Commodities, Inc. BofA Merrill Lynch Asset Holdings, Inc. BofA Securities, Inc. Tryon Vehicle Titling Trust

SUSAN BOGICEVIC

Countrywide Home Loans, Inc. Merrill Lynch Mortgage Lending, Inc. First Franklin Financial Corporation BofA Merrill Lynch Asset Holdings, Inc. Tryon Vehicle Titling Trust

TODD KARAS

Banc of America Public Capital Corp

MARY ANN OLSON

MERRILL LYNCH LIFE AGENCY INC. Countrywide Home Loans, Inc. Merrill Lynch Mortgage Lending, Inc. Countrywide Commercial Real Estate Finance, Inc. First Franklin Financial Corporation BofA Merrill Lynch Asset Holdings, Inc. Tryon Vehicle Titling Trust

FRANK RACANIELLO

MERRILL LYNCH LIFE AGENCY INC. MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED Merrill Lynch Mortgage Lending, Inc. Banc of America Public Capital Corp Merrill Lynch Commodities, Inc. BofA Merrill Lynch Asset Holdings, Inc. BofA Securities, Inc. Tryon Vehicle Titling Trust

Related by address

555 CALIFORNIA STREET 4TH FLOOR, SAN FRANCISCO, CA, 94104, USA

Banc of America Public Capital Corp

Date of last update: 06 Oct 2024

Sources: Rhode Island Department of State

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