Notification of Changes for Business Entity
General Information  
Business Entity Name: EQUIS FINANICAL INC
Incorporation / Formation Date: 07/14/2015
FEIN: 474525378
Ohio License Number: 1085691
NPN: 17678777
DBA / Trade Name:  
State of Domicile: NC
County: BUNCOMBE
Business Address  
Address 1: 83 SOUTH TUNNEL ROAD SUITE A9
Address 2:  
City: ASHEVILLE
State: NC
Zip: 28805
Phone: 828-299-9600
Fax: 828-348-7905
Business Web Site Address:  
Business Email Address: JTESTA@EQUISFINANCIAL.COM
Mailing Address  
Address 1: 83 SOUTH TUNNEL ROAD SUITE A9
Address 2:  
City: ASHEVILLE
State: NC
Zip: 28805
   
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: NO
   
Licensed Producers
Name Title NPN Add Delete Eff. Date
           
Members, Owners, Partners, Officers and Directors
Name Title Identifying # Add Delete Eff. Date
KEVIN DAVIES RDA 8341997 YES   6-25-2018
KEVIN DAVIES TREASURER 8341997 YES   6-25-2018
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: KEVIN DAVIES
Title: CFO/OWNER
Phone Number: 828-348-7905
Email Address: JTESTA@EQUISFINANCIAL.COM