ABD Insurance and Financial Services, Inc.

Company Details

Name:	ABD Insurance and Financial Services, Inc.
Jurisdiction:	Rhode Island
Entity type:	Foreign Corporation
Status:	Activ
Date of Organization in Rhode Island:	22 Oct 2012 (13 years ago)
Identification Number:	000793993
Place of Formation:	DELAWARE
Purpose:	INSURANCE BROKER
Principal Address:	777 MARINERS ISLAND BOULEVARD SUITE 250, SAN MATEO, CA, 94404, 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
COGENCY GLOBAL INC.	Agent	222 JEFFERSON BOULEVARD, WARWICK, RI, 02888, USA

TREASURER

Name	Role	Address
ALEX IP	TREASURER	777 MARINERS ISLAND BOULEVARD SUITE 250 SAN MATEO, CA 94404 USA

SECRETARY

Name	Role	Address
JONATHAN YOUNG	SECRETARY	777 MARINERS ISLAND BOULEVARD SUITE 250 SAN MATEO, CA 94404 USA

VICE PRESIDENT

Name	Role	Address
ANNE JACONETTI LEWIS	VICE PRESIDENT	777 MARINERS ISLAND BOULEVARD SUITE 250 SAN MATEO, CA 94404 USA

DIRECTOR, PRESIDENT

Name	Role	Address
BRIAN HETHERINGTON	DIRECTOR, PRESIDENT	777 MARINERS ISLAND BOULEVARD, STE 250 SAN MATEO, CA 94404 USA

DIRECTOR, CHAIRMAN

Name	Role	Address
KURT DE GROZ	DIRECTOR, CHAIRMAN	777 MARINERS ISLAND BOULEVARD, SUITE 250 SAN MATEO, CA 94404 USA

DIRECTOR, CEO

Name	Role	Address
EUGENE LIPKIN	DIRECTOR, CEO	777 MARINERS ISLAND BOULEVARD, SUITE 250 SAN MATEO, CA 94404 USA

DIRECTOR

Name	Role	Address
COURTNEY LEIMKIHLER	DIRECTOR	777 MARINERS ISLAND BOULEVARD, SUITE 250 SAN MATEO, CA 94404 USA
MAX MOTSCHWILLE	DIRECTOR	777 MARINERS ISLAND BOULEVARD, SUITE 250 SAN MATEO, CA 94404 USA
KATHERINE DEWILDE	DIRECTOR	777 MARINERS ISLAND BLVD, STE 250 SAN MATEO, CA 94404 USA

DIRECTOR, CHIEF TECHNOLOGY OFFICER

Name	Role	Address
GORDON WINTROB	DIRECTOR, CHIEF TECHNOLOGY OFFICER	777 MARINERS ISLAND BOULEVARD, SUITE 250 SAN MATEO, CA 94404 USA

Filings

Number	Name	File Date
202450479490	Annual Report	2024-04-09
202332615190	Annual Report	2023-04-10
202215796820	Annual Report	2022-04-26
202187879080	Annual Report	2021-01-26
202035409960	Annual Report	2020-02-27

Date of last update: 30 May 2025

Sources: Rhode Island Department of State