World Financial Group, Inc.

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Company Details

Name:	World Financial Group, Inc.
Jurisdiction:	Rhode Island
Entity type:	Foreign Corporation
Status:	Activ
Date of Organization in Rhode Island:	12 Jun 2001 (24 years ago)
Identification Number:	000118900
Place of Formation:	DELAWARE
Purpose:	TO ACT AS A MARKETING COMPANY
Principal Address:	6400 C STREET SW, CEDAR RAPIDS, IA, 52499, USA

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

Agent

Name	Role	Address
CT CORPORATION SYSTEM	Agent	450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA

SECRETARY

Name	Role	Address
ANDREW S. WILLIAMS	SECRETARY	1201 WILLS STREET, STE 800 BALTIMORE, MD 21231 USA

ASSISTANT SECRETARY

Name	Role	Address
ELIZABETH R SMITH	ASSISTANT SECRETARY	6400 C STREET SW CEDAR RAPIDS, IA 52499 USA

CHIEF TAX OFFICER

Name	Role	Address
SCOTT ALBERTSON	CHIEF TAX OFFICER	6400 C ST SW CEDAR RAPIDS, IA 52499 USA

ASSISTANT SECRETARY/DEPUTY GENERAL COUNSEL

Name	Role	Address
LEESA MAY EASLEY	ASSISTANT SECRETARY/DEPUTY GENERAL COUNSEL	11315 JOHNS CREEK PKWY JOHNS CREEK, GA 30097 USA

TREASURER / EXECUTIVE VICE PRESIDENT

Name	Role	Address
MATTHEW KEPPLER	TREASURER / EXECUTIVE VICE PRESIDENT	1201 WILLS ST B-3550 BALTIMORE, MD 21231 USA

VICE PRESIDENT

Name	Role	Address
ANDREW SCHAAD	VICE PRESIDENT	11315 JOHNS CREEK PKWY JOHNS CREEK, GA 30097 USA
ANGIE MELSHA	VICE PRESIDENT	6400 C ST SW CEDAR RAPIDS, IA 52499 USA

ASSISTANT TREASURER

Name	Role	Address
ANGIE MELSHA	ASSISTANT TREASURER	6400 C ST SW CEDAR RAPIDS, IA 52499 USA

CONTROLLER

Name	Role	Address
CARYL SHEPHERD	CONTROLLER	11315 JOHNS CREEK PKWY JOHNS CREEK, GA 30097 USA

PRESIDENT

Name	Role	Address
TODD BUCHANAN	PRESIDENT	6400 C ST SW CEDAR RAPIDS, IA 52499 USA

GENERAL COUNSEL / VICE PRESIDENT

Name	Role	Address
ANDREW S WILLIAMS	GENERAL COUNSEL / VICE PRESIDENT	1201 WILLS ST B3550 BALTIMORE, MD 21231 USA

SENIOR VICE PRESIDENT/CHIEF PEOPLE OFFICER

Name	Role	Address
HOLLY WATERS	SENIOR VICE PRESIDENT/CHIEF PEOPLE OFFICER	6400 C ST SW CEDAR RAPIDS, IA 52499 USA

DIRECTOR

Name	Role	Address
TODD BUCHANAN	DIRECTOR	6400 C ST SW CEDAR RAPIDS, IA 52499 USA
MICHAEL BRODEUR	DIRECTOR	6400 C STREET SW CEDAR RAPIDS, IA 52499 USA

DEPUTY SECRETARY

Name	Role	Address
DANIEL GOODMAN	DEPUTY SECRETARY	1201 WILLS STREET, STE 800 BALTIMORE, MD 21231 USA

Filings

Number	Name	File Date
202450980950	Annual Report	2024-04-12
202334558350	Annual Report	2023-04-28
202209173990	Annual Report	2022-02-02
202191852770	Annual Report	2021-02-17
202034689930	Annual Report	2020-02-19

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Date of last update: 20 May 2025

Sources: Rhode Island Department of State