Notification of Changes for Business Entity
General Information  
Business Entity Name: SHAFFER CAPITAL INSURANCE SERVICES, LLC
Incorporation / Formation Date: 04/09/2014
FEIN: 352504776
Ohio License Number: 1024581
NPN: 17253019
DBA / Trade Name: SHAFFER CAPITAL
State of Domicile: OH
County: DELAWARE
Business Address  
Address 1: 550 POLARIS PARKWAY
Address 2: SUITE 130
City: WESTERVILLE
State: OH
Zip: 43082
Phone: 614-891-1200
Fax: 614-891-7360
Business Web Site Address: HTTP://SHAFFERCAPITAL.NET
Business Email Address: MSHAFFER@SHAFFERCAPITAL.NET
Mailing Address  
Address 1: 550 POLARIS PARKWAY
Address 2: SUITE 130
City: WESTERVILLE
State: OH
Zip: 43082
   
Indicate the type of change you are seeking
Address Change: YES
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
KEITH J. MCLEAN VICE-PRESIDENT - FINANCIAL ADV 17455057   YES 03/05/2018
           
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: MATTHEW E SHAFFER
Title: CEO
Phone Number: 614-891-1700
Email Address: MSHAFFER@SHAFFERCAPITAL.NET