Notification of Changes for Business Entity
General Information  
Business Entity Name: USI INSURANCE SERVICES LLC
Incorporation / Formation Date:  
FEIN: 133771734
Ohio License Number:
NPN: 5306057
DBA / Trade Name:  
State of Domicile: PA
County: PHILADELPHI
Business Address  
Address 1: ONE INTERNATIONAL PLAZA
Address 2: SUITE 400
City: PHILADELPHIA
State: PA
Zip: 19113
Phone: 2064416300
Fax:  
Business Web Site Address:  
Business Email Address:  
Mailing Address  
Address 1: 601 UNION ST.
Address 2: SUITE 1000
City: SEATTLE
State: WA
Zip: 98101
   
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
ROBERT L. COPE AGENT 518809 YES   2/26/2018
WILLIAM SCOTT GANTT AGENT 643730 YES   2/26/2018
BRUCE A. BAKER AGENT 481915 YES   2/26/2018
JEFFREY J. HAYNES AGENT 444975 YES   2/26/2018
STEVEN E GOLDIN AGENT 467220 YES   2/26/2018
JEFFREY SCOTT THORNBURG AGENT 5590888 YES   2/26/2018
KATHY CARVER AGENT 474826 YES   2/26/2018
JONATHAN WARREN HODGES AGENT 17088829 YES   2/26/2018
CHRISTOPHER A CASBARIAN AGENT 4707706 YES   2/26/2018
DAVID M TRUXILLO AGENT 4597885 YES   2/26/2018
JOSE DE JESUS SOBERANES AGENT 17769716 YES   2/26/2018
THOMAS H BALL AGENT 1065061 YES   2/26/2018
JAMES J BRANIFF IV AGENT 1270330 YES   2/26/2018
JOHN R BRANIFF SR AGENT 1172903 YES   2/26/2018
REBECCA S SHUMAN AGENT 1566148 YES   2/26/2018
           
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) NO
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? NO
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: JOSEPH HAYMAN
Title: COMPLIANCE INTERN
Phone Number: 2064416300
Email Address: LICENSING@USI.COM