Notification of Changes for Business Entity
General Information  
Business Entity Name: FORGE FINANCIAL SERVICES INC.
Incorporation / Formation Date:  
FEIN: 341420592
Ohio License Number: 1588
NPN: 2438596
DBA / Trade Name: JAMES & SONS
State of Domicile: OH
County: MAHONING
Business Address  
Address 1: 4444 MARKET STREET
Address 2:  
City: YOUNGSTOWN
State: OH
Zip: 44512
Phone: 330-788-5051
Fax:  
Business Web Site Address:  
Business Email Address:  
Mailing Address  
Address 1: 4444 MARKET STREET
Address 2:  
City: YOUNGSTOWN
State: OH
Zip: 44512
   
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
AMY PATRICE WITMER AGENT 3691996   YES 12/01/2015
ERIC DEZEE AGENT 2209919 YES   12/01/2015
MICHELLE DANIELS AGENT 2515031 YES   12/01/2015
DANA LESNIAK AGENT 17617704 YES   12/01/2015
           
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) 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: STEPHENIE MARONI
Title: OPERATIONS MANAGER
Phone Number: 330-788-5051
Email Address: SMARONI@JAMESANDSONSINS.COM