Notification of Changes for Business Entity
General Information  
Business Entity Name: EXCHANGE INSURANCE SERVICES, LLC
Incorporation / Formation Date:  
FEIN: 202487260
Ohio License Number:
NPN:
DBA / Trade Name:  
State of Domicile: UT
County: SALT LAKE
Business Address  
Address 1: 19075 STERLING VIEW DRIVE
Address 2: SUITE A-1
City: SOUTH JORDAN
State: UT
Zip: 84095
Phone: 8014150579
Fax:  
Business Web Site Address:  
Business Email Address: LAC@EXTENDHEALTH.COM
Mailing Address  
Address 1: 19075 STERLING VIEW DRIVE
Address 2: SUITE A-1
City: SOUTH JORDAN
State: UT
Zip: 84095
   
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
FRENCH, CORETTA BENEFIT ADVISOR 16262053 YES   12/30/15
FRIESON, RAKEISHA BENEFIT ADVISOR 17369425 YES   12/30/15
FUGATE, JUSTIN BENEFIT ADVISOR 17114714 YES   12/30/15
FULLER, CHARLENA BENEFIT ADVISOR 17653723 YES   12/30/15
FUNG, ANTOINETTE BENEFIT ADVISOR 17063298 YES   12/30/15
FURLONG, KENDALL BENEFIT ADVISOR 17097608 YES   12/30/15
FURR, JAMES BENEFIT ADVISOR 235266 YES   12/30/15
GAGGINI, ALAN BENEFIT ADVISOR 17663760 YES   12/30/15
GARCIA, LISA BENEFIT ADVISOR 17045321 YES   12/30/15
GARCIA, MARIA BENEFIT ADVISOR 16900723 YES   12/30/15
GARCIA, SKYE BENEFIT ADVISOR 17328350 YES   12/30/15
GARDNER, VADA BENEFIT ADVISOR 17370644 YES   12/30/15
GARNICA, ERIKA BENEFIT ADVISOR 16279354 YES   12/30/15
GARRETT, DAVID BENEFIT ADVISOR 5452422 YES   12/30/15
GARRITY, ADELINE BENEFIT ADVISOR 1587513 YES   12/30/15
           
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: CAMERON LILJENQUIST
Title: SVP AND CHIEF TECHNOLOGY OFFICER
Phone Number: 8014150579
Email Address: LAC@EXTENDHEALTH.COM