Notification of Changes for Business Entity
General Information  
Business Entity Name: MARSH & MCLENNAN AGENCY LLC
Incorporation / Formation Date:  
FEIN: 263237576
Ohio License Number:
NPN:
DBA / Trade Name:  
State of Domicile: OH
County: CLERMONT
Business Address  
Address 1: 6279 TRI-RIDGE BLVD, SUITE 400
Address 2:  
City: LOVELAND
State: OH
Zip: 45140
Phone: 513-936-1201
Fax:  
Business Web Site Address:  
Business Email Address:  
Mailing Address  
Address 1: 6279 TRI-RIDGE BLVD, SUITE 400
Address 2:  
City: LOVELAND
State: OH
Zip: 45140
   
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
KEVIN ASTON PRACTICE LEADER 8881449 YES   06/06/2016
CHRIS KEITH ACCOUNT MANAGER 16770956 YES   05/16/2016
ERICKA JOHNSON ACCOUNT MANAGER 2256315   YES 06/29/2016
KATHERINE DOWNING TECHNICAL ASSISTANT 17175273   YES 06/01/2016
MARY KEENAN ACCOUNT MANAGER 1810187   YES 06/29/2016
SHERI HULLIBERGER EXEC ASSISTANT 301-60-8162 YES   05/16/2016
LISA GOODALL CLIENT WELLNESS COORDINATOR 292-78-7422 YES   07/06/2016
JENNIFER TAYLOR ACCOUNT ASSISTANT 285-82-5077 YES   07/06/2016
           
Members, Owners, Partners, Officers and Directors
Name Title Identifying # Add Delete Eff. Date
CHRIS MCATEE CFO 283-64-1991 YES   06/06/2016
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: SHARON FOGELMAN
Title: LICENSING COORDINATOR
Phone Number: 513-936-1201
Email Address: SFOGELMAN@EKINKER.COM