Notification of Changes for Business Entity
General Information  
Business Entity Name: ALLEN INSURANCE & WEALTH MANAGEMENT, INC
Incorporation / Formation Date: 03/23/2018
FEIN: 82-4862982
Ohio License Number: 1199080
NPN: 18848467
DBA / Trade Name:  
State of Domicile: OH
County: CUYAHOGO
Business Address  
Address 1: 21190 SEABURY AVE
Address 2:  
City: FAIRVIEW PARK
State: OH
Zip: 44126
Phone: 2162333009
Fax: 4402109686
Business Web Site Address:  
Business Email Address: TOMALLEN@ALLSTATE.COM
Mailing Address  
Address 1: 21190 SEABURY AVE
Address 2:  
City: FAIRVIEW PARK
State: OH
Zip: 44126
   
Indicate the type of change you are seeking
Address Change: NO
Business Entity Name Change: NO Old Business Entity Name:  
New DBA/Trade Name: YES New DBA/Trade Name: ALLEN INSURANCE
Amend DBA/Trade Name: NO Old DBA/Trade Name:  
Add/Delete Producers, Members, Owners, Partners, Officers and/or Directors: NO
   
Licensed Producers
Name Title NPN Add Delete Eff. Date
           
Members, Owners, Partners, Officers and Directors
Name Title Identifying # Add Delete Eff. Date
Title Business Entities Only
1. Is any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance? (i.e. banking, auto dealer, mortgage company)
2. Has any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance since the filing of the previous CN-65 or the original application?
3. If the answer to questions #1 or #2 is yes, identify the business or profession and the nature of person's involvement  
Submitted By  
Submitted By: THOMAS ALLEN
Title: PRESIDENT
Phone Number: 2162333009
Email Address: TOMALLEN@ALLSTATE.COM