Notification of Changes for Business Entity
General Information
Business Entity Name:	LEE & MASON FINANCIAL SERVICES INC
Incorporation / Formation Date:
FEIN:	14-1722170
Ohio License Number:
NPN:
DBA / Trade Name:
State of Domicile:	DE
County:	KENT
Business Address
Address 1:	HIQ CORP SERVICES, INC.
Address 2:	15 E NORTH ST
City:	DOVER
State:	DE
Zip:	19901
Phone:	518-863-4311
Fax:
Business Web Site Address:
Business Email Address:
Mailing Address
Address 1:	719 STATE HIGHWAY 30
Address 2:	PO BOX 270
City:	NORTHVILLE
State:	NY
Zip:	12134
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
STEVEN WISER	EMPLOYEE	8904636	YES		11-07-2018

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