| Name: | BAL INVESTMENT & ADVISORY, LLC |
| Jurisdiction: | MISSISSIPPI |
| Business Type: | Limited Liability Company |
| Status: | Good Standing |
| Effective Date: | 04 Apr 1977 (48 years ago) |
| Business ID: | 100103 |
| State of Incorporation: | DELAWARE |
| Principal Office Address: | 555 California Street, 11th FloorSan Francisco, CA 94104 |
| Historical names: |
BAL Investment & Advisory, Inc. SECURITY PACIFIC LEASING CORPORATION |
| Name | Role | Address |
|---|---|---|
| C T CORPORATION SYSTEM | Agent | 645 LAKELAND EAST DR STE 101, FLOWOOD, MS 39232 |
| Name | Role | Address |
|---|---|---|
| Richard R. Fleischer | President | 555 California Street, 11th Floor, San Francisco, CA 94104 |
| Name | Role | Address |
|---|---|---|
| Christine M. Costamagna | Secretary | 555 California Street, 11th Floor, San Francisco, CA 94104 |
| Name | Role | Address |
|---|---|---|
| Lisa A. Evora | Member | 555 California Street, 11th Floor, San Francisco, CA 94104 |
| Frank Racaniello | Member | 555 California Street, 11th Floor, San Francisco, CA 94104 |
| Susan Bogicevic | Member | 555 California Street, 11th Floor, San Francisco, CA 94104 |
| Mitchell Neider | Member | 555 California Street, 11th Floor, San Francisco, CA 94104 |
| Bank of America, National Association | Member | 555 California Street, 11th Floor, San Francisco, CA 94104 |
| Name | Role | Address |
|---|---|---|
| Andrew R. Brown | Manager | 555 California Street, 11th Floor, San Francisco, CA 94104 |
| Richard R. Fleischer | Manager | 555 California Street, 11th Floor, San Francisco, CA 94104 |
| Todd Karas | Manager | 555 California Street, 11th Floor, San Francisco, CA 94104 |
| Name | Role | Address |
|---|---|---|
| Nathan A. Barth | Vice President | 555 California Street, 11th Floor, San Francisco, CA 94104 |
| Matthew T. Kalisz | Vice President | 555 California Street, 11th Floor, San Francisco, CA 94104 |
| Name | Role | Address |
|---|---|---|
| Andrew R. Brown | Treasurer | 555 California Street, 11th Floor, San Francisco, CA 94104 |
| Name | Role | Address |
|---|---|---|
| Andrew R. Brown | Other | 555 California Street, 11th Floor, San Francisco, CA 94104 |
| Richard R. Fleischer | Other | 555 California Street, 11th Floor, San Francisco, CA 94104 |
| Todd Karas | Other | 555 California Street, 11th Floor, San Francisco, CA 94104 |
| Type | Status | Filed Date | Description |
|---|---|---|---|
| Annual Report LLC | Filed | 2025-04-03 | Annual Report For BAL INVESTMENT & ADVISORY, LLC |
| Annual Report LLC | Filed | 2024-03-29 | Annual Report For BAL INVESTMENT & ADVISORY, LLC |
| Business Conversion | Filed | 2023-05-18 | Business Conversion For BAL Investment & Advisory, Inc. |
| Annual Report | Filed | 2023-04-04 | Annual Report For BAL Investment & Advisory, Inc. |
| Annual Report | Filed | 2022-04-08 | Annual Report For BAL Investment & Advisory, Inc. |
| Annual Report | Filed | 2021-03-23 | Annual Report For BAL Investment & Advisory, Inc. |
| Annual Report | Filed | 2020-04-02 | Annual Report For BAL Investment & Advisory, Inc. |
| Annual Report | Filed | 2019-03-29 | Annual Report For BAL Investment & Advisory, Inc. |
| Annual Report | Filed | 2018-03-30 | Annual Report For BAL Investment & Advisory, Inc. |
| Annual Report | Filed | 2017-03-16 | Annual Report For BAL Investment & Advisory, Inc. |
Date of last update: 09 Apr 2025
Sources: Mississippi Secretary of State
