Company Profile
Status:Inactive
Industry:Insurance
Doing business as:3 MARK FINANCIAL TEXAS, INC
3 Mark Financial - Texas, Inc
3 Mark Financial Inc
3 Mark Financial
Hale and Company
III Mark Financial - Texas, Inc
Insurance Broker's Exchange
Premium Financing Specialists
Protective Financial Services, Inc
Inactive reason:Revoked For Annual Report
Registration:Dec 21, 2004
Inactive since:Sep 25, 2009
Site:3mark.com
Phone:
Description:3 Mark Financial, Inc. (3 Mark) is one of the nation’s premier insurance marketing organizations dedicated to providing innovative insurance solutions and increasing the success of our producers and agency managers.
Specializing in life insurance, annuities, disability income and long-term care, 3 Mark has been a comprehensive resource for premium products and services for over 30 years. 3 Mark producers and agency managers benefit from our unmatched industry expertise, the strength of our...
Addresses:1600 Highway 6, Suite 400, Sugar Land, TX 77478
Sugar Land, TX 77478 (Physical)
State ID:F04000007293
Business type:Foreign Profit Corporation
Formation place:Texas
Members (12):William H Proper Iii / President J. Glen Clay / Vice President William H Propper Iii / Director 3Mamg Llc / Member William H. Propper / Director, President Betsy E. Riley / Chief Financial Offi, Director David Royse / Vice President Sandra J. Robertson / Vice President Jerrell G Clay / Director, President, Director , Chief Executive Offi, inactive 4519 Diamond Springs, Missouri City, TX 77459 (Physical) R. Thomas Daniel / President, inactive Douglas B. Richards / Secretary, Treasurer, inactive John W. Howard / Treasurer, inactive
Agent:Richard Gresens 3382 Wind Chime Dr., Clearwater, FL 33761 (Physical)
EIN:760213343
Founded:1985
Categories:Financial Services, Insurance
Specialties:Life Insurance, Annuities, Disability Insurance, Long-Term Care, Premium Financing, Business & Estate Planning, Impaired Risk Underwriting, Advanced Sales Support
Company size:11-50 employees
Former Employees
Position at 3 Mark Financial | Next job position | |
---|---|---|
Betsy Riley | CFO |
|
Bob Esparza | Reverse Mortgage |
|
Brittany Boskey | Assistant Case ManagerMar 2011 - Jan 2012 |
L.C.I.S.D. LEAPGroup Leader Since Nov 2012 |
Bruce Alfredson | Second Vice President - MarketingSince Apr 2011 |
|
Carolyn Rawlins | Underwriter Director of New BusinessSince Jun 2011 |
3 Mark FinancialUnderwriter |
Carolyn Wyche | INSURANCE AGENTSince Mar 2012 |
xeroxField Health Benefits Coordinator Since Nov 2014 |
Doug Richards | CEO/COOApr 1997 - Apr 2000 |
Insurance DesignersLead Case Design Specialist Since Nov 2005 |
Edward Monson | Field Manager - Monson InsuranceSince Nov 2000 Field Manager2000 - 2008 |
New World CommunicationsSales Manager Since Sep 2008 |
Gary Smith | associate field director |
|
Glen Clay | VP & CIOSince 1985 |
Proud American KidsDirector & CIO Since 2012 |
Jennifer Trull | Vice President - ControllerJul 1999 - Feb 2008 |
|
Jennifer Trull | Vice President - ControllerJul 1999 - Feb 2008 |
KGR PromotionsAccount Manager Since Sep 2010 |
Jessica Boskey | Case ManagerApr 2010 - Jul 2014 |
|
John O'mahoney, Rhu, Clu, Chfc | Director-AnnuitiesSince Aug 2010 |
|
Johnathon Bunch | WholesalerSince Sep 2010 |
|
Justin White | Database and Application DeveloperJun 2002 - Mar 2010 Commission AccountantOct 2001 - Jun 2002 |
|
Kendra Burt | Office Manager & Events CoordinatorDec 1999 - Mar 2003 Executive Assistant to CFO, Human Resources Director, Office Manager & Convention PlannerDec 1998 - Mar 2003 |
Texas ConciergeAdministrative Assistant Since Oct 2012 |
Lezlie Barnett | Contracting Specialist |
|
Mario Nunez | Managing General AgentSince 2011 |
|
Mark Latteri | owner |
|
Mark Williams | Vice PresidentSince Apr 1985 |
|
Megan Peace | Commission Accountant ManagerSince Feb 2008 Commission Accounting ManagerFeb 2008 - May 2012 |
|
Mike Marquez | Premium Finance SpecialistApr 2000 - Oct 2005 |
Benefits Brokers Exchange, Inc.Director of Operations Since Nov 2006 |
Sanchez Dolly | Supervising Case Manager |