Notification of Changes for Business Entity
General Information  
Business Entity Name: INVEST FINANCIAL CORP INSRUANCE AGENCY INC OF IL
Incorporation / Formation Date:  
FEIN: 363325488
Ohio License Number: 35557
NPN:
DBA / Trade Name:  
State of Domicile: FL
County: HILLSBOROUGH
Business Address  
Address 1: 12750 CITRUS PARK LN STE 300
Address 2:  
City: TAMPA
State: FL
Zip: 33625
Phone: 8002424732
Fax: 8138906408
Business Web Site Address:  
Business Email Address: REGISTRATION@INVESTFINANCIAL.COM
Mailing Address  
Address 1: 12750 CITRUS PARK LN STE 300
Address 2:  
City: TAMPA
State: FL
Zip: 33625
   
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: NO
   
Licensed Producers
Name Title NPN Add Delete Eff. Date
JOSE CHAVEZ AGENT 17949144   YES 10/16/2017
THOMAS GILDAY AGENT 8873799   YES 10/16/2017
RYAN GROTE AGENT 17518260   YES 10/16/2017
NATHAN KOSMAN AGENT 744288   YES 10/16/2017
TRISHA PENAVIC AGENT 805570   YES 10/16/2017
JOHN REESE AGENT 2825001   YES 10/16/2017
           
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: LORI LAPOLE
Title: LICENSING DEPT
Phone Number: 8138805325
Email Address: REGISTRATION@INVESTFINANCIAL.COM