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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:(281) 269-2300

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
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