Agency Information

LEAVITT COASTAL VALLEY INSURANCE SERVICES, INC.

204 EAST ENOS DRIVE

SANTA MARIA, CA 93454

805-925-8607

www.leavitt.com/santamaria

dan-lillard@leavitt.com

2743465

License Type	License Number	Original Issue Date	Status	Effective Date	Expiration Date
Non-Res. Producer Firm	3835547	09/21/2022	Active	09/21/2022	09/30/2025

Qualification Type	Original Issue Date	Status	Effective Date
Casualty	09/21/2022	Active	09/21/2022
Property	09/21/2022	Active	09/21/2022

Company Name	Appointment Type	Status	Active Date
100311
AMTRUST INSURANCE COMPANY	Casualty	Active	10/17/2022
	Property	Active	10/17/2022
147561
Company Name	Appointment Type	Status	Active Date
COPPERPOINT CASUALTY INSURANCE COMPANY	Casualty	Active	10/31/2023
	Property	Active	10/31/2023
469
Company Name	Appointment Type	Status	Active Date
HARTFORD UNDERWRITERS INSURANCE COMPANY	Casualty	Active	04/11/2023
	Property	Active	04/11/2023
100334
Company Name	Appointment Type	Status	Active Date
MILFORD CASUALTY INSURANCE COMPANY	Casualty	Active	10/17/2022
	Property	Active	10/17/2022
100333
Company Name	Appointment Type	Status	Active Date
SECURITY NATIONAL INSURANCE COMPANY	Casualty	Active	10/17/2022
	Property	Active	10/17/2022
1702
Company Name	Appointment Type	Status	Active Date
SEQUOIA INSURANCE COMPANY	Casualty	Active	10/17/2022
	Property	Active	10/17/2022
17636
Company Name	Appointment Type	Status	Active Date
TECHNOLOGY INSURANCE COMPANY INC	Casualty	Active	10/17/2022
	Property	Active	10/17/2022
1614
Company Name	Appointment Type	Status	Active Date
WESCO INSURANCE COMPANY	Casualty	Active	10/17/2022
	Property	Active	10/17/2022

row(s) 1 - 16 of 16

Name	Association Type	Agent	Begin Date	End Date
DANIEL KELLY LILLARD	Designated Resp Lic Prdcr	No	09/21/2022	-

1 - 1