Notification of Changes for Business Entity
General Information  
Business Entity Name: TRINITY FINANCIAL SERVICES, LLC
Incorporation / Formation Date: 12/14/2001
FEIN: 030377362
Ohio License Number: 35496
NPN: 7753518
DBA / Trade Name:  
State of Domicile: FL
County: ORANGE
Business Address  
Address 1: 6000 METROWEST BLVD.
Address 2: SUITE 205
City: ORLANDO
State: FL
Zip: 32835
Phone: 4075231980
Fax: 4075231871
Business Web Site Address: HTTP://WWW.TRINITYFINANCIALLLC.COM
Business Email Address: COMPLIANCE@TRINITYFINANCIALLLC.COM
Mailing Address  
Address 1: 6000 METROWEST BLVD.
Address 2: SUITE 205
City: ORLANDO
State: FL
Zip: 32835
   
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
DANIEL A. BOCKHORN MEMBER 1680978   YES 3/1/2017
HARRY H. HOLAN MEMBER 3955157   YES 3/1/2017
           
Members, Owners, Partners, Officers and Directors
Name Title Identifying # Add Delete Eff. Date
DANIEL A. BOCKHORN MEMBER 1680978   YES 3/1/2017
HARRY H. HOLAN MEMBER 3955157   YES 3/1/2017
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: JEANETTE LAVIGNE
Title: COMPLIANCE DIRECTOR
Phone Number: 4075231980
Email Address: COMPLIANCE@TRINITYFINANCIALLLC.COM