Notification of Changes for Business Entity
General Information  
Business Entity Name: EXCHANGE INSURANCE SERVICES, LLC
Incorporation / Formation Date:  
FEIN: 202487260
Ohio License Number:
NPN:
DBA / Trade Name:  
State of Domicile: UT
County: SALT LAKE
Business Address  
Address 1: 19075 STERLING VIEW DRIVE
Address 2: SUITE A-1
City: SOUTH JORDAN
State: UT
Zip: 84095
Phone: 8014150579
Fax:  
Business Web Site Address:  
Business Email Address: LAC@EXTENDHEALTH.COM
Mailing Address  
Address 1: 19075 STERLING VIEW DRIVE
Address 2: SUITE A-1
City: SOUTH JORDAN
State: UT
Zip: 84095
   
Indicate the type of change you are seeking
Address Change: NO
Business Entity Name Change: NO Old Business Entity Name: EXCHANGE INSURANCE SERVICES, L
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
BYERLY, BRITTANEY BENEFIT ADVISOR 17360841 YES   12/29/2015
CAFFEY, CECILIA BENEFIT ADVISOR 16717523 YES   12/29/2015
CALDERON, KELLY BENEFIT ADVISOR 17623667 YES   12/29/2015
CALDWELL, CECILY BENEFIT ADVISOR 17658140 YES   12/29/2015
CALDWELL, MONICA BENEFIT ADVISOR 17655116 YES   12/29/2015
CALLAHAN, CAROLE BENEFIT ADVISOR 16292897 YES   12/29/2015
CALLAWAY, DEBRA BENEFIT ADVISOR 664037 YES   12/29/2015
CAMBRE, LASHON BENEFIT ADVISOR 17332329 YES   12/29/2015
CAMPBELL, BARBARA BENEFIT ADVISOR 889983 YES   12/29/2015
CAREY, JACQUITHA BENEFIT ADVISOR 17358820 YES   12/29/2015
CARLTON, DAVID BENEFIT ADVISOR 17032647 YES   12/29/2015
CARROLL, CHRISTOPHER BENEFIT ADVISOR 17349927 YES   12/29/2015
CARROLL, MARY ANN BENEFIT ADVISOR 17037054 YES   12/29/2015
CARTER, CAMERON BENEFIT ADVISOR 17339820 YES   12/29/2015
CARTER, CARROLL BENEFIT ADVISOR 16339153 YES   12/29/2015
           
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: CAMERON LILJENQUIST
Title: SVP AND CHIEF TECHNOLOGY OFFICER
Phone Number: 8014150579
Email Address: LAC@EXTENDHEALTH.COM