Individual Information

DAVID JAMES MCFARLAND

Address:

APPLETON, WI 54915-4215

Status:

Active

Email:

david@coterieinsurance.com

Date:

08/18/2022

License Type	License Number	Original Issue Date	Status	Effective Date	Expiration Date
Non-Res Producer/Producer Firm	3823131	08/18/2022	Active	08/18/2022	08/31/2028
Non-Res. Managing Gen. Agt/Agy	4243041	07/27/2026	Active	07/27/2026	07/31/2029
Non-Res. Surplus Lines Broker	3972174	01/04/2024	Active	01/04/2024	01/31/2027

Qualification Type	Original Issue Date	Status	Effective Date
Casualty	08/18/2022	Active	08/18/2022
Health	08/18/2022	Active	08/18/2022
Life	08/18/2022	Active	08/18/2022
Managing General Agent	07/27/2026	Active	07/27/2026
Property	08/18/2022	Active	08/18/2022
Surplus Lines	01/04/2024	Active	01/04/2024

Company Name	Appointment Type	Status	Active Date
1601
BENCHMARK INSURANCE COMPANY	Casualty	Active	09/07/2022
	Property	Active	09/07/2022
597
Company Name	Appointment Type	Status	Active Date
EVERSPAN INSURANCE COMPANY	Casualty	Active	01/16/2025
	Property	Active	01/16/2025
1680
Company Name	Appointment Type	Status	Active Date
SPINNAKER INSURANCE COMPANY	Casualty	Active	09/07/2022
	Managing General Agent	Active	07/27/2026
	Property	Active	09/07/2022

row(s) 1 - 7 of 7

Organization	Association Type	Type	Beg dte	End dte
COTERIE INSURANCE AGENCY LLC	Designated Resp Lic MGA	Agency	07/27/2026	-
COTERIE INSURANCE AGENCY LLC	Designated Resp Lic Prdcr	Agency	09/02/2022	-

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