Notification of Changes for Business Entity
General Information  
Business Entity Name: FLETCHER FINANCIAL
Incorporation / Formation Date: 07/27/2015
FEIN: 2414615
Ohio License Number: 758685
NPN: 10416931
DBA / Trade Name:  
State of Domicile: OH
County: BUTLER
Business Address  
Address 1: 8581 MASON MONTGOMERY ROAD BLD 100 STE 3
Address 2:  
City: MASON
State: OH
Zip: 45040
Phone: 513.295.6308
Fax:  
Business Web Site Address:  
Business Email Address:  
Mailing Address  
Address 1: 5879 ALDER COURT
Address 2:  
City: LIBERTY TWP
State: OH
Zip: 45044
   
Indicate the type of change you are seeking
Address Change: YES
Business Entity Name Change: YES Old Business Entity Name: EDWARD JONES
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
EDWARD JONES FINANCIAL ADVISOR 758685   YES 04-07-2016
FLETCHER FINANCIAL FINANCIAL ADVISOR 758685 YES   04-07-2016
           
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) 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: GARY RYAN FLETCHER
Title: FINANCIAL ADVISOR
Phone Number: 513.295.6308
Email Address: RYAN.FLETCHER@CETERAADVISORS.COM