Notification of Changes for Business Entity
General Information  
Business Entity Name: CROSSROADS CAPITAL INSURANCE SERVICES, INC.
Incorporation / Formation Date: 11/20/2013
FEIN: 46-4183186
Ohio License Number: 1086856
NPN: 17168551
DBA / Trade Name:  
State of Domicile: CA
County: ORANGE
Business Address  
Address 1: 130 NEWPORT CENTER DRIVE
Address 2: SUITE 136
City: NEWPORT BEACH
State: CA
Zip: 92660
Phone: 949-629-4330
Fax:  
Business Web Site Address:  
Business Email Address:  
Mailing Address  
Address 1: 130 NEWPORT CENTER DRIVE
Address 2: SUITE 136
City: NEWPORT BEACH
State: CA
Zip: 92660
   
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
JEFFREY DOUGLAS SCHELL REGIONAL SALES VIP 10371864 YES   01/05/2016
ADAM JAMES DOOLEY NATIONAL SALES AGENT 2626867 YES   01/05/2016
           
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)
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: BARRY J. HEROLD
Title: VICE PRESIDENT
Phone Number: 866-597-2424
Email Address: LICENSING@PETHEALTH.COM