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DEPARTMENT OF INSURANCE
Licensee Search Details
Name
Close Family Advisors LLC
DBA : Close Family Advisors
DOIID
1493398
NAIC NPN
22398254
License - Line of Authority Information
Status
Residency
Class
Line of Authority
Active Date
Inactive Date
License Expiration Date
Designated Home State
Active
Non Resident
Agent
Casualty
10/27/2026
3/31/2028
Active
Non Resident
Agent
Personal Lines
10/27/2026
3/31/2028
Active
Non Resident
Agent
Property
10/27/2026
3/31/2028
Pending
Non Resident
Agent
Life
*If a status is
Pending, Pending Replacement
,or the record displays
Affidavit on File
, click on them for more details.
No License Renewal Information
NOTE: Licensee may renew up to 6 months prior to Next Compliance Date.
Address Information
Type
Address
Business / Home Office
8200 Beckett Park Dr Ste 111 Ofc 130 West Chester, OH 45069
Internet Information
Type
Address
Business Email
patricia@closefamilyadvisors.com
Phone Information
Type
Phone
Business / Home Office
(513) 204-9223
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