Notification of Changes for Business Entity
General Information  
Business Entity Name: WORLD FINANCIAL GROUP INSURANCE AGENCY
Incorporation / Formation Date:  
FEIN: 95-3809372
Ohio License Number:
NPN:
DBA / Trade Name:  
State of Domicile: CA
County: ORANGE
Business Address  
Address 1: 145 SOUTH STATE COLLEGE
Address 2: SUITE 115-G
City: BREA
State: CA
Zip: 92821
Phone: 7704539300
Fax:  
Business Web Site Address:  
Business Email Address:  
Mailing Address  
Address 1: 11315 JOHNS CREEK PARKWAY
Address 2:  
City: DULUTH
State: GA
Zip: 30097
   
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
HENRY TAN 07AKQ 8705983   YES 08-09-2018
JOHN GORDON 18CXR 16662215   YES 08-09-2018
CHIAYEN LU 19JNZ 16470024   YES 08-09-2018
JIN ZHU 19ZFX 16463561   YES 08-09-2018
TRAVIS RUDDY 23KBU 16845396   YES 08-09-2018
KERRY FAIRBANKS 23XPX 8001298   YES 08-09-2018
PATROCINIO OROPESA 24FEX 16981018   YES 08-09-2018
GREGORY POWELL 27ITS 1752034   YES 08-09-2018
SURINDER SINGH 27MOU 16963981   YES 08-09-2018
KIM ROBINSON 27UUC 17261124   YES 08-09-2018
THERESA LIGGINS 27YBT 17580941   YES 08-09-2018
AGNES BAUMANN 28XAZ 15061260   YES 08-09-2018
SHINEE HER 29OXJ 15992350   YES 08-09-2018
JEFFREY MERS 30BTP 1850573   YES 08-09-2018
IMELDA YATSON 30UGH 8601137   YES 08-09-2018
           
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: STEPHANIE HOSIER
Title: DIRECTOR OF LICENSING
Phone Number: 7704539300
Email Address: KEIL.YOUNG@TRANSAMERICA.COM