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Concourse Financial Group Agency, Inc.

Branch

Company Details

Name: Concourse Financial Group Agency, Inc.
Jurisdiction: Rhode Island
Entity type: Foreign Corporation
Status: Activ
Date of Organization in Rhode Island: 17 Dec 2015 (9 years ago)
Branch of: Concourse Financial Group Agency, Inc., ALABAMA (Company Number 000-091-542)
Identification Number: 001658912
Place of Formation: ALABAMA
Principal Address: 2501 20TH PLACE SOUTH SUITE 300, BIRMINGHAM, AL, 35223, USA
Purpose: INSURANCE AGENCY SERVICES
NAICS: 524210 - Insurance Agencies and Brokerages
Fictitious names: Concourse Financial Group Distributors, a Division of Concourse Financial Group Agency, Inc. (trading name, 2021-06-11 - )
Protective Distributors, a Division of First Protective Insurance Group Inc. (trading name, 2015-12-21 - )
Historical names: First Protective Insurance Group, Inc.

Agent

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

PRESIDENT

Name Role Address
BRAD MENDENHALL PRESIDENT 2801 HIGHWAY 280 S BIRMINGHAM, AL 35223 USA

SECRETARY

Name Role Address
FELICIA M. LEE SECRETARY 2801 HIGHWAY 280 S BIRMINGHAM, AL 35223 USA

CFO

Name Role Address
DARREN C GUERRERA CFO 2801 HIGHWAY 280 S BIRMINGHAM, AL 35223 USA

VP AND CHIEF COMPLIANCE OFFICER

Name Role Address
HAROLD B MILLER VP AND CHIEF COMPLIANCE OFFICER 2801 HIGHWAY 280 S BIRMINGHAM, AL 35223 USA

CEO AND SVP

Name Role Address
DAVID A PERRY CEO AND SVP 2801 HIGHWAY 280 S BIRMINGHAM, AL 35223 USA

TREASURER AND VP

Name Role Address
BARBARA N PUGH TREASURER AND VP 2801 HIGHWAY 280 S BIRMINGHAM, AL 35223 USA

ASSISTANT SECRETARY

Name Role Address
MEGAN P. RICHARDS ASSISTANT SECRETARY 2801 HIGHWAY 280 S BIRMINGHAM, AL 35223 USA
KIMBERLY B COLLAZO ASSISTANT SECRETARY 2801 HIGHWAY 280 S BIRMINGHAM, AL 35223 USA
CHARLES DWIGHT EVERS JR ASSISTANT SECRETARY 2801 HIGHWAY 280 S BIRMINGHAM, AL 35223 USA

SVP, CORPORATE TAX

Name Role Address
MALCOLM LEE BARTLETT SVP, CORPORATE TAX 2801 HIGHWAY 280 S BIRMINGHAM, AL 35223 USA

CISO

Name Role Address
JUSTIN T. ALLEN CISO 2801 HIGHWAY 280 S BIRMINGHAM, AL 35223 USA

DIRECTOR

Name Role Address
DAVID A PERRY DIRECTOR 2801 HIGHWAY 280 S BIRMINGHAM, AL 35223 USA
BARBARA N PUGH DIRECTOR 2801 HIGHWAY 280 S BIRMINGHAM, AL 35223 USA
AARON C SEURKAMP DIRECTOR 2801 HIGHWAY 280 S BIRMINGHAM, AL 35223 USA
BRAD MENDENHALL DIRECTOR 2801 HIGHWAY 280 S BIRMINGHAM, AL 35223 USA
ELIZABETH ANDERSON DIRECTOR 2801 HIGHWAY 280 S BIRMINGHAM, AL 35223 USA
JAMES WAGNER DIRECTOR 2801 HIGHWAY 280 S BIRMINGHAM, AL 35223 USA

Events

Type Date Old Value New Value
Name Change 2021-06-04 First Protective Insurance Group, Inc. Concourse Financial Group Agency, Inc.

Filings

Number Name File Date
202449386170 Annual Report 2024-03-26
202332369200 Annual Report 2023-04-05
202218321010 Application for Amended Certificate of Authority 2022-06-06
202216630240 Annual Report 2022-05-02
202198177830 Fictitious Business Name Statement 2021-06-11
202197819830 Application for Amended Certificate of Authority 2021-06-04
202188269150 Annual Report 2021-01-29
202032811540 Annual Report 2020-01-22
201984676560 Annual Report 2019-01-17
201856720540 Annual Report 2018-01-24

Date of last update: 26 Oct 2024

Sources: Rhode Island Department of State