Notification of Changes for Business Entity
General Information  
Business Entity Name: E*TRADE INSURANCE SERVICES, INC.
Incorporation / Formation Date: 12/05/2001
FEIN: 94-3413228
Ohio License Number: 29141
NPN: 7323249
DBA / Trade Name:  
State of Domicile: CA
County: SAN MATEO
Business Address  
Address 1: 4500 BOHANNON BLVD.
Address 2:  
City: MENLO PARK
State: CA
Zip: 94025
Phone: 678-319-7157
Fax:  
Business Web Site Address:  
Business Email Address:  
Mailing Address  
Address 1: 4500 BOHANNON BLVD.
Address 2:  
City: MENLO PARK
State: CA
Zip: 94025
   
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
KEITH HUBER VICE PRESIDENT / RDA 16073305 YES   12-20-16
           
Members, Owners, Partners, Officers and Directors
Name Title Identifying # Add Delete Eff. Date
WALTER B. DOGGETT, III VICE PRESIDENT 247-51-0950 YES   12-20-2016
JOHN C. COTE VICE PRESIDENT 387-74-1230 YES   12-20-2016
KEITH HUBER VICE PRESIDENT 16073305 YES   12-20-2016
LORI SHER SECRETARY 437-27-8337 YES   12-20-2016
CHAD TURNER CFO 362-96-0889 YES   12-20-2016
MICHAEL FOLEY DIRECTOR 102-62-4458 YES   12-20-2016
GEORGE SCOTT WHITE NO LONGER EMPLOYED   YES 12-20-2016
JOHN BUCHMAN NO LONGER EMPLOYED   YES 12-20-2016
MARK D. HANSEN NO LONGER EMPLOYED   YES 12-20-2016
MICHAEL CURCIO NO LONGER EMPLOYED   YES 12-20-2016
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: KEITH HUBER
Title: VICE PRESIDENT
Phone Number: 646-521-4456
Email Address: KEITH.HUBER@ETRADE.COM