World Financial Group, Inc.

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
Principal Address:	6400 C STREET SW, CEDAR RAPIDS, IA, 52499, USA
Purpose:	TO ACT AS A MARKETING COMPANY

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

DIRECTOR

Name	Role	Address
JAMIE OHL	DIRECTOR	1801 CALIFORNIA ST ST 5200 DENVER, CO 80202 USA
TODD BUCHANAN	DIRECTOR	6400 C ST 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

ASSISTANT TREASURER

Name	Role	Address
BRENT HIPSHER	ASSISTANT TREASURER	408 ST PETER ST STE 230 ST PAUL, MN 55102 USA
ANGIE MELSHA	ASSISTANT TREASURER	6400 C ST SW CEDAR RAPIDS, IA 52499 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

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

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
201989450110	Annual Report	2019-03-28
201880068540	Annual Report	2018-10-24
201875488490	Revocation Notice For Failure to File An Annual Report	2018-08-24
201735211000	Annual Report	2017-03-01
201693317950	Annual Report	2016-02-29
201555309370	Annual Report	2015-02-19
201436388740	Annual Report	2014-02-27
201324725000	Statement of Change of Registered/Resident Agent Office	2013-06-17
201312718520	Annual Report	2013-02-26
201311407290	Statement of Change of Registered/Resident Agent Office	2013-02-12
201290897710	Annual Report	2012-03-13
201178700730	Statement of Change of Registered/Resident Agent Office	2011-05-02
201175767240	Annual Report	2011-02-28
201058608600	Annual Report	2010-02-18
200942808760	Annual Report	2009-02-24

Date of last update: 10 Apr 2025

Sources: Rhode Island Department of State