Notification of Changes for Business Entity
General Information  
Business Entity Name: CHALICE CAPITAL PARTNERS, LLC
Incorporation / Formation Date: 12/15/2017
FEIN: 81-4245023
Ohio License Number: 1187643
NPN: 18722623
DBA / Trade Name: N/A
State of Domicile: CA
County: SAN DIEGO
Business Address  
Address 1: 10920 VIA FRONTERA
Address 2: SUITE 520
City: SAN DIEGO
State: CA
Zip: 92127
Phone: 800-535-6981
Fax: 800-913-5984
Business Web Site Address: CHALICE CAPITAL PARTNERS, LLC
Business Email Address: CPRIEST@CHALICECAPITALPARTNERS.COM
Mailing Address  
Address 1: 10920 VIA FRONTERA
Address 2: SUITE 520
City: SAN DIEGO
State: CA
Zip: 92127
   
Indicate the type of change you are seeking
Address Change: YES
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: NO
   
Licensed Producers
Name Title NPN Add Delete Eff. Date
           
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: MIKE ALSORAIMI
Title: VICE PRESIDENT COMPLIANCE
Phone Number: 800-535-6981 EXT. 205
Email Address: MALSORAIMI@CHALICECAPITALPARTNERS.COM