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
FARHAD MOTAMED, GOLNAZ BENEFIT ADVISOR 14677788 YES   12/30/15
FARREN, LESLIE BENEFIT ADVISOR 17608223 YES   12/30/15
FEIL, DAVID BENEFIT ADVISOR 16264532 YES   12/30/15
FELT, CHRISTOPHER BENEFIT ADVISOR 17670009 YES   12/30/15
FERGUSON, JED BENEFIT ADVISOR 7550395 YES   12/30/15
FERNANDEZ, ADAN BENEFIT ADVISOR 16156871 YES   12/30/15
FERNANDEZ, KAREN BENEFIT ADVISOR 17332328 YES   12/30/15
FERRIN, LARISSA BENEFIT ADVISOR 17356171 YES   12/30/15
FEW, TERENA BENEFIT ADVISOR 17071178 YES   12/30/15
FIELDS, BRYAN BENEFIT ADVISOR 16774913 YES   12/30/15
FIELDS, LESLI BENEFIT ADVISOR 16774818 YES   12/30/15
FILLMORE, MURLEEN BENEFIT ADVISOR 17118168 YES   12/30/15
FINLAYSON, WENDY BENEFIT ADVISOR 16928438 YES   12/30/15
FIRNGES, GORDON BENEFIT ADVISOR 14819445 YES   12/30/15
FITZGERALD, JAMES BENEFIT ADVISOR 13958172 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