BAL INVESTMENT & ADVISORY, LLC

Company Details

Entity Name:	BAL INVESTMENT & ADVISORY, LLC
Jurisdiction:	Connecticut
Legal type:	LLC
Citizenship:	Foreign
Status:	Active
Sub status:	Annual report due
Date Formed:	14 Apr 2023 (Companies founded in April 2023)
Business ALEI:	2771314
Annual report due:	31 Mar 2025
NAICS code:	523910 - Miscellaneous Intermediation
Business address:	555 California Street, 11th Floor, San Francisco, CA, 94104, United States
Mailing address:	555 California Street, 11th Floor, San Francisco, CA, United States, 94104
Place of Formation:	DELAWARE
E-Mail:	bofa.us.registrations@bofa.com

Agent

Name	Role
C T CORPORATION SYSTEM	Agent

Officer

Name	Role	Business address	Residence address
Christine M. Costamagna	Officer	555 California Street, 11th Floor, San Francisco, CA, 94104, United States	555 California Street, 11th Floor, San Francisco, CA, 94104, United States
Demetria Vong-Spillan	Officer	555 California Street, 11th Floor, San Francisco, CA, 94104, United States	555 California Street, 11th Floor, San Francisco, CA, 94104, United States
Mary Ann Olson	Officer	555 California Street, 11th Floor, San Francisco, CA, 94104, United States	555 California Street, 11th Floor, San Francisco, CA, 94104, United States
Mark W. Andersson	Officer	555 California Street, 11th Floor, San Francisco, CA, 94104, United States	555 California Street, 11th Floor, San Francisco, CA, 94104, United States
RICHARD R. FLEISCHER	Officer	555 California Street, 11th Floor, San Francisco, CA, 94104, United States	555 California Street, 11th Floor, San Francisco, CA, 94104, United States
Susan Bogicevic	Officer	555 California Street, 11th Floor, San Francisco, CA, 94104, United States	555 California Street, 11th Floor, San Francisco, CA, 94104, United States
Frank Racaniello	Officer	555 California Street, 11th Floor, San Francisco, CA, 94104, United States	555 California Street, 11th Floor, San Francisco, CA, 94104, United States
Andrew R. Brown	Officer	555 California Street, 11th Floor, San Francisco, CA, 94104, United States	555 California Street, 11th Floor, San Francisco, CA, 94104, United States
Nathan A. Barth	Officer	555 California Street, 11th Floor, San Francisco, CA, 94104, United States	555 California Street, 11th Floor, San Francisco, CA, 94104, United States
Todd Karas	Officer	555 California Street, 11th Floor, San Francisco, CA, 94104, United States	555 California Street, 11th Floor, San Francisco, CA, 94104, United States
Mitchell Neider	Officer	555 California Street, 11th Floor, San Francisco, CA, 94104, United States	555 California Street, 11th Floor, San Francisco, CA, 94104, United States
James Shunney	Officer	555 California Street, 11th Floor, San Francisco, CA, 94104, United States	555 California Street, 11th Floor, San Francisco, CA, 94104, United States
Lisa A. Evora	Officer	555 California Street, 11th Floor, San Francisco, CA, 94104, United States	555 California Street, 11th Floor, San Francisco, CA, 94104, United States
Richard R. Fleischer	Officer	555 California Street, 11th Floor, San Francisco, CA, 94104, United States	555 California Street, 11th Floor, San Francisco, CA, 94104, United States
TODD M. KARAS	Officer	555 California Street, 11th Floor, San Francisco, CA, 94104, United States	555 California Street, 11th Floor, San Francisco, CA, 94104, United States

Filing

Filing number	Filing date	Effective date	Filing category	Filing type	Report year
BF-0012427409	2024-03-05	No data	Annual Report	Annual Report	No data
BF-0011764947	2023-04-14	2023-04-14	Business Registration	Foreign Registration Statement	No data

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website