Notification of Changes for Business Entity
General Information  
Business Entity Name: THE JAMES B. OSWALD COMPANY
Incorporation / Formation Date: 08/16/1915
FEIN: 34-0445620
Ohio License Number: 829
NPN: 687146
DBA / Trade Name: OSWALD COMPANIES
State of Domicile: OH
County: CUYAHOGA
Business Address  
Address 1: 1100 SUPERIOR AVENUE, SUITE 1500
Address 2:  
City: CLEVELAND
State: OH
Zip: 44114
Phone: 216-367-8787
Fax: 216-241-4520
Business Web Site Address:  
Business Email Address:  
Mailing Address  
Address 1: 1100 SUPERIOR AVENUE, SUITE 1500
Address 2:  
City: CLEVELAND
State: OH
Zip: 44114
   
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
BLAKE ALLEN DOTY AGENT 16103818   YES 03-01-2018
ERIC KUCHENMEISTER AGENT 1854929   YES 09-19-2017
JAMES KAVALEC AGENT 17103947   YES 09-29-2017
JUSTIN TYLER ALLEN AGENT 17771483   YES 11-29-2017
KEVIN MICHAEL HERAGHTY AGENT 17562990   YES 10-27-2017
KHADAR SOUSSOU AGENT 17771465   YES 11-25-2017
LISA MARIE MICHALK AGENT 15625544   YES 03-21-2018
LISA WITTMER LAVELLE AGENT 3679038   YES 02-16-2018
MELINDA JO MCNEELY AGENT 16380688   YES 10-19-2017
MICHELE MACFARLANE AGENT 8417790   YES 01-05-2018
PATRICIA R KUSINSKI AGENT 2776202   YES 02-19-2018
RICHARD C SCHOELER AGENT 1771139   YES 12-31-2017
SUSAN CHRISTINE RUSSO AGENT 4587369   YES 01-19-2018
TERI LYN MASSARO AGENT 7023546   YES 09-01-2017
THOMAS WILLIAM BREW AGENT 17187290   YES 03-16-2018
           
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 SARNOWSKI
Title: COMPLIANCE ANALYST
Phone Number: 216-367-8854
Email Address: MSARNOWSKI@OSWALDCOMPANIES.COM