Notification of Changes for Business Entity
General Information  
Business Entity Name: HD VEST INSURANCE AGENCY, LLC
Incorporation / Formation Date:  
FEIN: 752787410
Ohio License Number:
NPN:
DBA / Trade Name:  
State of Domicile: TX
County: DALLAS
Business Address  
Address 1: 6333 NORTH STATE HWY 161
Address 2: 4TH FL
City: IRVING
State: TX
Zip: 75038
Phone: 800-821-8254
Fax: 9728706455
Business Web Site Address:  
Business Email Address:  
Mailing Address  
Address 1: 6333 NORTH STATE HWY 161
Address 2: 4TH FL
City: IRVING
State: TX
Zip: 75038
   
Indicate the type of change you are seeking
Address Change: NO
Business Entity Name Change: NO Old Business Entity Name:  
New DBA/Trade Name: NO New DBA/Trade Name:  
Amend DBA/Trade Name: NO Old DBA/Trade Name:  
Add/Delete Producers, Members, Owners, Partners, Officers and/or Directors: YES
   
Licensed Producers
Name Title NPN Add Delete Eff. Date
PAULA DERWICK PRODUCER 5736782 YES   5/21/2016
           
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: KIM HOPPENS
Title: ASST SECRETARY
Phone Number: 972-870-6076
Email Address: KIM.M.HOPPENS@HDVEST.COM