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Balboa Insurance Services, Inc.

Company Details

Name: Balboa Insurance Services, Inc.
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Withdrawn
Date of Organization in Rhode Island: 16 Dec 1998 (26 years ago)
Date of Dissolution: 10 Jul 2019 (6 years ago)
Date of Status Change: 10 Jul 2019 (6 years ago)
Identification Number: 000103878
Place of Formation: CALIFORNIA
Principal Address: 150 N COLLEGE ST NC1-028-17-06, CHARLOTTE, NC, 28255, USA
Mailing Address: 3115 MONTGOMERY STREET 5TH FLOOR, SAN FRANCISCO, CA, 94104, USA
Purpose: AN INSURANCE AGENCY THAT MARKETS, SELLS, SOLICITS AND TRANSACTS PERSONAL LINES AND COMMERCIAL LINES OF INSURANCE PRODUCTS NATIONWIDE.
Fictitious names: California Countrywide Insurance Services, Inc. (trading name, 1998-12-16 - )
Historical names: Countrywide Insurance Services, Inc.

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

Agent

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

SECRETARY

Name Role Address
CHRISTINE M COSTAMAGNA SECRETARY 150 N COLLEGE ST; NC1-028-17-06 CHARLOTTE, NC 28255 USA

PRESIDENT

Name Role Address
LORI FITZGERALD PRESIDENT 150 N COLLEGE ST; NC1-028-17-06 CHARLOTTE, NC 28255 USA

TREASURER

Name Role Address
FELIPE MALDONADO TREASURER 150 N COLLEGE ST; NC1-028-17-06 CHARLOTTE, NC 28255 USA

DIRECTOR

Name Role Address
LORI FITZGERALD DIRECTOR 150 N COLLEGE ST; NC1-028-17-06 CHARLOTTE, NC 28255 USA
BRADLEY H WEBER DIRECTOR 150 N COLLEGE ST; NC1-028-17-06 CHARLOTTE, NC 28255 USA
DEA L CHRISTIAN DIRECTOR 150 N COLLEGE ST; NC1-028-17-06 CHARLOTTE, NC 28255 USA

SVP

Name Role Address
ERIK MILLER SVP 150 N COLLEGE ST; NC1-028-17-06 CHARLOTTE, NC 28255 USA

Events

Type Date Old Value New Value
Name Change 2009-08-28 Countrywide Insurance Services, Inc. Balboa Insurance Services, Inc.

Filings

Number Name File Date
201903095320 Application for Certificate of Withdrawal 2019-07-10
201987407440 Annual Report 2019-02-25
201856034520 Annual Report 2018-01-12
201733923400 Annual Report 2017-02-13
201692131340 Annual Report 2016-02-09
201554304790 Annual Report 2015-01-29
201436625610 Annual Report 2014-03-03
201324625940 Statement of Change of Registered/Resident Agent Office 2013-06-17
201311880200 Annual Report 2013-02-18
201311893570 Statement of Change of Registered/Resident Agent Office 2013-02-12

Date of last update: 09 Apr 2025

Sources: Rhode Island Department of State