ULLICO INVESTMENT ADVISORS, INC.

Company Details

Entity Name:	ULLICO INVESTMENT ADVISORS, INC.
Jurisdiction:	Connecticut
Legal type:	Stock
Citizenship:	Foreign
Status:	Active
Sub status:	Annual report due
Date Formed:	27 Aug 2001
Business ALEI:	0689748
Annual report due:	27 Aug 2025
NAICS code:	523940 - Portfolio Management and Investment Advice
Business address:	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
Mailing address:	c/o Ullico Inc. Law Department, 1625 Eye Street, NW, FL 5, Washington, DC, United States, 20006
Place of Formation:	MARYLAND
E-Mail:	CLS-CTARMSevidence@wolterskluwer.com

Agent

Name	Role
C T CORPORATION SYSTEM	Agent

Officer

Director

Name	Role	Business address	Residence address
Brian J. Hale	Director	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
Kenneth Dunlop Scott	Director	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
HERBERT A. KOLBEN	Director	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
CATHY A. HUMPHREY	Director	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
Darin R. Hardy	Director	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
JOSEPH R. LINEHAN	Director	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States

History

Type	Old value	New value	Date of change
Name change	TRUST FUND ADVISORS, INC.	ULLICO INVESTMENT ADVISORS, INC.	2008-02-13

Filing

Filing number	Filing date	Effective date	Filing category	Filing type	Report year
BF-0012728185	2024-08-14	2024-08-14	Interim Notice	Interim Notice	No data
BF-0012144706	2024-07-29	No data	Annual Report	Annual Report	No data
BF-0012031819	2023-10-24	2023-10-24	Interim Notice	Interim Notice	No data
BF-0011402534	2023-08-09	No data	Annual Report	Annual Report	No data
BF-0010263607	2022-08-05	No data	Annual Report	Annual Report	2022
BF-0009811219	2021-07-30	No data	Annual Report	Annual Report	No data
0006948307	2020-07-16	No data	Annual Report	Annual Report	2020
0006598062	2019-07-16	No data	Annual Report	Annual Report	2019
0006210267	2018-07-03	No data	Annual Report	Annual Report	2018
0005879341	2017-07-04	No data	Annual Report	Annual Report	2017
0005600299	2016-07-12	No data	Annual Report	Annual Report	2016
0005364681	2015-07-14	No data	Annual Report	Annual Report	2015
0005147866	2014-07-21	No data	Annual Report	Annual Report	2014
0004890224	2013-07-08	No data	Annual Report	Annual Report	2013
0004687919	2012-07-17	No data	Annual Report	Annual Report	2012
0004483575	2011-12-01	2011-12-02	Change of Agent Address	Agent Address Change	No data
0004413806	2011-07-19	No data	Annual Report	Annual Report	2011
0004196887	2010-07-15	No data	Annual Report	Annual Report	2010
0003962015	2009-07-02	No data	Annual Report	Annual Report	2009
0003731599	2008-07-17	No data	Annual Report	Annual Report	2008

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

Name	Role	Business address	Residence address
Hugh Darcy	Officer	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
Richard LaRocque	Officer	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
Kevin M Smith	Officer	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
Peter T. Haley	Officer	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
Robert Ship	Officer	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
William H. Weeks	Officer	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
JOSEPH R. LINEHAN	Officer	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
Kenneth Dunlop Scott	Officer	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
HERBERT A. KOLBEN	Officer	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
Steven Reed	Officer	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
Paul McGary	Officer	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
Michael Pistner	Officer	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
John Bauer	Officer	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	7 Turnstone Rd, Essex, CT, 06426-1486, United States
CATHY A. HUMPHREY	Officer	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
Jonathan L. McKetney	Officer	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
Asa Flynn	Officer	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States
Yinan Yu	Officer	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States	8403 COLESVILLE RD, SILVER SPRING, MD, 20910, United States

ULLICO INVESTMENT ADVISORS, INC.

Company Details

Agent

Officer

Director

History

Filing

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