Notification of Changes for Business Entity
General Information  
Business Entity Name: NERDWALLET INSURANCE SERVICES, INC.
Incorporation / Formation Date:  
FEIN: 81-2498540
Ohio License Number:
NPN:
DBA / Trade Name:  
State of Domicile: CA
County: SAN FRANCISCO
Business Address  
Address 1: 875 STEVENSON ST 5TH FL
Address 2:  
City: SAN FRANCISCO
State: CA
Zip: 94103
Phone: 415-549-8913
Fax:  
Business Web Site Address:  
Business Email Address:  
Mailing Address  
Address 1: 875 STEVENSON ST 5TH FL
Address 2:  
City: SAN FRANCISCO
State: CA
Zip: 94103
   
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
ROBERTJOCSON EMPLOYEE 18836199 YES   07-14-2018
           
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: KARI SMITH
Title: LICENSING ADMINISTRATOR
Phone Number: 812-886-0191
Email Address: KNSMITH@SUPPORTIVEIS.COM