black and white state seal

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE

COTERIE INSURANCE AGENCY, LLC

NON-RESIDENT PRODUCER AGENCY

License Number:
AGN323511
Status:
First Licensure:
12/21/2018
Cancel Date:
None
Renewal Date:
04/01/2027

Street Location:
181 S RIVERHEATH WAY STE 1200
APPLETON, WI 54915-8402
Mailing:
181 S RIVERHEATH WAY STE 1200
APPLETON, WI 54915-8402
Phone:
+1 (513) 440-4044
Fax:
+1 (513) 846-6174
Email:
licensing@coterieinsurance.com

History

License Type Start Date End Date
NON-RESIDENT PRODUCER AGENCY 12/21/2018 04/01/2027

Employer

Name Issue Date License Number Expiration Date Cancel Date
ACUITY A MUTUAL INSURANCE COMPANY
03/24/2021 PCF155357 12/01/2023
BENCHMARK INSURANCE COMPANY
09/03/2020 PCF198652
CLEAR SPRING PROPERTY AND CASUALTY COMPANY
11/25/2019 PCF154337 01/16/2026
EMPLOYERS ASSURANCE COMPANY
11/27/2019 PCF285638 03/21/2024
EMPLOYERS COMPENSATION INSURANCE COMPANY
11/27/2019 PCF285639 03/21/2024
EMPLOYERS PREFERRED INSURANCE COMPANY
11/27/2019 PCF285637 03/21/2024
EVERSPAN INSURANCE COMPANY
12/28/2024 PCF34218
PROVIDENCE WASHINGTON INSURANCE COMPANY
03/01/2025 PCF563 01/16/2026
SPINNAKER INSURANCE COMPANY
09/09/2022 PCF77301
WESTERN SURETY COMPANY
07/22/2019 PCF96 10/02/2023

Affiliated Agent

Name Issue Date License Number Expiration Date Cancel Date
ANNA MARIA BECERRA-VEGA
09/03/2021 PRN394334
JORGE BORGES
01/11/2024 PRN305813
SHALEY MARIE DUPLISSIE
08/12/2022 PRN426616
ALLISON TAYLOR ESSIEN
12/02/2021 PRN404894
MICHELE YVETTE JONES
04/01/2021 PRN379277
MATTHEW W. LYNN
12/10/2021 PRN405632
KULDEEP MALIK
09/15/2022 PRN385107
JAMES LEWIS MAXWELL
12/15/2022 PRN439614
DAVID JAMES MCFARLAND
08/19/2022 PRN427277
JONATHAN MENDEZ
05/23/2024 PRN484967
CHRISTINE MORRISON
12/02/2021 PRN404910
MALINDA V. NAVARO
01/12/2022 PRN407910
ROBERT L. NIX
08/16/2024 PRN492098
ZACHARY J. QUEEN
07/26/2021 PRN389380
ARIEL ANGELITO RODRIGUEZ
01/11/2023 PRN441310
HEATHER STRECKER-STUCKY
06/14/2024 PRN486745

Branch Office

None.

Supervised Entity

None.

Responsible Individual

Name License Number
DAVID JAMES MCFARLAND PRN427277

License/Disciplinary Action

None.

GENERAL INFORMATION

NAIC Information

National Producer Number (NPN):
19000811

An active license/permit may still be subject to limitations and restrictions as a result of disciplinary action imposed. Please contact the specific licensing board about specific disciplinary actions.

Date: 01/21/2026 01:06:18 AM