Notification of Changes for Business Entity
General Information  
Business Entity Name: INVEST FINANCIAL CORP INSURANCE AGENCY INC OF IL
Incorporation / Formation Date:  
FEIN: 363325488
Ohio License Number: 35557
NPN:
DBA / Trade Name:  
State of Domicile: FL
County: HILLSBOROUGH
Business Address  
Address 1: 12750 CITRUS PARK LN STE 300
Address 2:  
City: TAMPA
State: FL
Zip: 33625
Phone: 8002424732
Fax:  
Business Web Site Address:  
Business Email Address: REGISTRATION@INVESTFINANCIAL.COM
Mailing Address  
Address 1: 12750 CITRUS PARK LN STE 300
Address 2:  
City: TAMPA
State: FL
Zip: 33625
   
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
CHARLES FITZPATRICK AGENT 1454932   YES 12/01/2017
DANIEL FELLERS AGENT 2828825   YES 12/01/2017
GARY EVERTS AGENT 2012105   YES 12/01/2017
KATHLEEN INDIANO AGENT 7279967   YES 12/01/2017
KEVIN BARDOL AGENT 1706151   YES 12/01/2017
KYLE MERK AGENT 8594023   YES 12/01/2017
MATTHEW NORDMANN AGENT 994256   YES 12/01/2017
MICHAEL MOSS AGENT 1865641   YES 12/01/2017
MICHAEL BRUNO AGENT 333605   YES 12/01/2017
MICHELLE BENDER AGENT 6836387   YES 12/01/2017
ROBERT PETERSON AGENT 412300   YES 12/01/2017
RONALD DAUSON AGENT 1715585   YES 12/01/2017
SCOTT MORRISON AGENT 994588   YES 12/01/2017
STEVEN YEH AGENT 3289703   YES 12/01/2017
WILLIAM LOGUE AGENT 1998286   YES 12/01/2017
           
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: LORI LAPOLE
Title: LICENSING
Phone Number: 8138805325
Email Address: REGISTRATION@INVESTFINANCIAL.COM