Charity First Insurance Services, Inc.

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Company Details

Name:	Charity First Insurance Services, Inc.
Jurisdiction:	Rhode Island
Entity type:	Foreign Corporation
Status:	Activ
Date of Organization in Rhode Island:	14 Mar 2007 (18 years ago)
Identification Number:	000162370
Place of Formation:	CALIFORNIA
Purpose:	INSURANCE BROKERAGE.
Principal Address:	2850 GOLF ROAD, ROLLING MEADOWS, IL, 60008, 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

VICE PRESIDENT

Name	Role	Address
STEVE VALENZUELA	VICE PRESIDENT	2850 GOLF ROAD ROLLING MEADOWS, IL 60008 USA
DOUGLAS BOWRING	VICE PRESIDENT	2850 GOLF ROAD ROLLING MEADOWS, IL 60008 USA
JAMES BUCKLEY	VICE PRESIDENT	2850 GOLF ROAD ROLLING MEADOWS, IL 60008 USA
THEODORE SKIRVIN II	VICE PRESIDENT	2850 GOLF ROAD ROLLING MEADOWS, IL 60008 USA
RICHARD CARY	VICE PRESIDENT	2850 GOLF ROAD ROLLING MEADOWS, IL 60008 USA
AMY MCCLARY	VICE PRESIDENT	2850 GOLF ROAD ROLLING MEADOWS, IL 60008 USA

SECRETARY

Name	Role	Address
DONNA JENNER	SECRETARY	2850 GOLF ROAD ROLLING MEADOWS, IL 60008 USA

DIRECTOR, PRESIDENT

Name	Role	Address
MICHAEL PESCH	DIRECTOR, PRESIDENT	2850 GOLF ROAD ROLLING MEADOWS, IL 60008 USA

DIRECTOR, VICE PRESIDENT AND CHIEF OPERATING OFFICER

Name	Role	Address
STEVEN WENNERSTRUM	DIRECTOR, VICE PRESIDENT AND CHIEF OPERATING OFFICER	2850 GOLF ROAD ROLLING MEADOWS, IL 60008 USA

CONTROLLER

Name	Role	Address
RICHARD CARY	CONTROLLER	2850 GOLF ROAD ROLLING MEADOWS, IL 60008 USA

ASSISTANT SECRETARY

Name	Role	Address
GINA MONTALBANO GOODRICH	ASSISTANT SECRETARY	2850 GOLF ROAD ROLLING MEADOWS, IL 60008 USA
SETH DIEHL	ASSISTANT SECRETARY	2850 GOLF ROAD ROLLING MEADOWS, IL 60008 USA

ASSISTANT TREASURER

Name	Role	Address
SARA WALSH ELLIOTT	ASSISTANT TREASURER	2850 GOLF ROAD ROLLING MEADOWS, IL 60008 USA
PATRICSA WONG	ASSISTANT TREASURER	2850 GOLF ROAD ROLLING MEADOWS, IL 60008 USA
DEBORAH TEK	ASSISTANT TREASURER	2850 GOLF ROAD ROLLING MEADOWS, IL 60008 USA

ASSISTANT VICE PRESIDENT-TAX

Name	Role	Address
ANTHONY TRAILL	ASSISTANT VICE PRESIDENT-TAX	2850 GOLF ROAD ROLLING MEADOWS, IL 60008 USA

TREASURER, VICE PRESIDENT – GLOBAL CASH MANAGEMENT

Name	Role	Address
PATRICIA HINTON	TREASURER, VICE PRESIDENT – GLOBAL CASH MANAGEMENT	2850 GOLF ROAD ROLLING MEADOWS, IL 60008 USA

ASSISTANT SECRETARY, GENERAL COUNSEL , VICE PRESIDENT

Name	Role	Address
JONATHAN FIEGEN	ASSISTANT SECRETARY, GENERAL COUNSEL , VICE PRESIDENT	2850 GOLF ROAD ROLLING MEADOWS, IL 60008 USA

Filings

Number	Name	File Date
202451252560	Annual Report	2024-04-16
202333570920	Annual Report	2023-04-21
202224639800	Statement of Change of Registered/Resident Agent	2022-11-09
202216004870	Annual Report	2022-04-28
202192734660	Annual Report	2021-02-24

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Date of last update: 12 Jul 2025

Sources: Rhode Island Department of State