Notification of Changes for Business Entity
General Information  
Business Entity Name: MERRILL LYNCH LIFE AGENCY INC
Incorporation / Formation Date:  
FEIN: 132808480
Ohio License Number:
NPN:
DBA / Trade Name:  
State of Domicile: OH
County: KING
Business Address  
Address 1: 1215 FOURTH AVENUE
Address 2:  
City: SEATTLE
State: WA
Zip: 98161
Phone: 8003334858
Fax:  
Business Web Site Address:  
Business Email Address:  
Mailing Address  
Address 1: 9000 SOUTHSIDE BLVD
Address 2:  
City: JACKSONVILLE
State: FL
Zip: 32256
   
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
MELLON, GRANT FINANCIAL ADVISOR 622774 YES   03/09/2017
MORRISON, ANDREW J FINANCIAL ADVISOR 1125584 YES   03/09/2017
MOURO, ROBERT FINANCIAL ADVISOR 959278 YES   03/09/2017
PAKRASI, ABANTI B FINANCIAL ADVISOR 1105126 YES   03/09/2017
PORTER, BRADFORD FINANCIAL ADVISOR 958964 YES   03/09/2017
REICHERT, WILLIAM L FINANCIAL ADVISOR 1040963 YES   03/09/2017
REID, ALISON G FINANCIAL ADVISOR 27574 YES   03/09/2017
RERICHA, JASON FINANCIAL ADVISOR 1107431 YES   03/09/2017
RICE, ROBERT FINANCIAL ADVISOR 1051468 YES   03/09/2017
ROLLINS, CHESTER P FINANCIAL ADVISOR 931229 YES   03/09/2017
ROSEN, LEE S FINANCIAL ADVISOR 55199 YES   03/09/2017
RUSSELL, JON G FINANCIAL ADVISOR 652083 YES   03/09/2017
SANDRY, WILLIAM FINANCIAL ADVISOR 1068356 YES   03/09/2017
SANTELLO, VICKI FINANCIAL ADVISOR 48216 YES   03/09/2017
           
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: CHERI DELAPP
Title: ASSISTANT VICE PRESIDENT
Phone Number: 904-218-4053
Email Address: CHERI.DELAPP@BANKOFAMERICA.COM