Notification of Changes for Business Entity
General Information  
Business Entity Name: HTA FINANCIAL SERVICES, INC.
Incorporation / Formation Date:  
FEIN: 208112101
Ohio License Number:
NPN:
DBA / Trade Name:  
State of Domicile: PA
County: CHESTER
Business Address  
Address 1: 21 W WASHINGTON STREET
Address 2: SUITE A
City: WEST CHESTER
State: PA
Zip: 19380
Phone: 6104306650
Fax:  
Business Web Site Address:  
Business Email Address:  
Mailing Address  
Address 1: 21 W WASHINGTON STREET
Address 2: SUITE A
City: WEST CHESTER
State: PA
Zip: 19380
   
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
TRACY RUSSO PRINCIPLE 208584914 YES   11/03/2016
           
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: TRACY RUSSO
Title: PRINCIPLE
Phone Number: 6104306650
Email Address: TRUSSO@HTAFINANCIAL.COM