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:  
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
GARY, BARBARA BENEFIT ADVISOR 17328207 YES   12/30/15
GAST, SUSAN BENEFIT ADVISOR 16708900 YES   12/30/15
GASTILE, JASMINE BENEFIT ADVISOR 17335701 YES   12/30/15
GAUDETTE, MILLER BENEFIT ADVISOR 16344239 YES   12/30/15
GAUR, SHRI BENEFIT ADVISOR 1126906 YES   12/30/15
GAY, BRANDI BENEFIT ADVISOR 11161024 YES   12/30/15
GILBERT, STEVEN BENEFIT ADVISOR 16306365 YES   12/30/15
GILES, TAMARA BENEFIT ADVISOR 17612980 YES   12/30/15
GILLEN, WESTON BENEFIT ADVISOR 17687676 YES   12/30/15
GILLIS, MONICA BENEFIT ADVISOR 17640081 YES   12/30/15
GILSTRAP, CANDICE BENEFIT ADVISOR 17608348 YES   12/30/15
GINN, CHERILYN BENEFIT ADVISOR 17370690 YES   12/30/15
GIVENS-WALLACE, ALICIA BENEFIT ADVISOR 17062588 YES   12/30/15
GLASER, PATRICIA BENEFIT ADVISOR 16595226 YES   12/30/15
GLATER, MARGO BENEFIT ADVISOR 17328348 YES   12/30/15
           
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