Search icon

TEMPLETON/FRANKLIN INVESTMENT SERVICES, INC.

Company Details

Entity Name: TEMPLETON/FRANKLIN INVESTMENT SERVICES, INC.
Jurisdiction: FLORIDA
Filing Type: Foreign Profit Corporation
Status: Inactive
Date Filed: 29 Dec 1988 (36 years ago)
Date of dissolution: 13 Oct 2023 (a year ago)
Last Event: WITHDRAWAL
Event Date Filed: 13 Oct 2023 (a year ago)
Document Number: P22348
FEI/EIN Number 65-0046538
Address: ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403
Mail Address: ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403
Place of Formation: DELAWARE

Agent

Name Role
UNITED AGENT GROUP INC. Agent

Chief Compliance Officer

Name Role Address
Cieprisz, Kenneth Chief Compliance Officer ONE FRANKLIN PARKWAY, SAN MATEO, FL 94403
Lim, Robert Chief Compliance Officer ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403

Secretary

Name Role Address
Schmelzer, Vicki Secretary ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403
Gray, Maria Secretary ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403

Assistant Secretary

Name Role Address
O'Malley, Beth McAuley Assistant Secretary ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403
Rosas, Virginia E. Assistant Secretary ONE FRANKLIN PARKWAY, SAN MATEO, FL 94403

Director

Name Role Address
Masom, Jeffrey Director ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403
Cieprisz, Kenneth Director ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403
Jones, Peter D. Director ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403
Pingleton, William K. Director ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403
Regner, Thomas Director ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403
O'Lear, Daniel T. Director ONE FRANKLIN PARKWAY, SAN MATEO, FL 94403
Advani, Vijay C. Director ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403

Chief Financial Officer

Name Role Address
Paterson, David Chief Financial Officer ONE FRANKLIN PARKWAY, SAN MATEO, FL 94403

Treasurer

Name Role Address
Paterson, David Treasurer ONE FRANKLIN PARKWAY, SAN MATEO, FL 94403

Designated Financial Principal

Name Role Address
Paterson, David Designated Financial Principal ONE FRANKLIN PARKWAY, SAN MATEO, FL 94403

President and Chief Executive Officer

Name Role Address
Masom, Jeffrey President and Chief Executive Officer ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403
Pingleton, William K. President and Chief Executive Officer ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403

Chief Financial Officer and Designated Financial Principal

Name Role Address
Hendraka, Angelina Chief Financial Officer and Designated Financial Principal ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403
Sabatino, Elaine Chief Financial Officer and Designated Financial Principal ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403

Events

Event Type Filed Date Value Description
WITHDRAWAL 2023-10-13 No data No data
CHANGE OF PRINCIPAL ADDRESS 2023-04-24 ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403 No data
REGISTERED AGENT NAME CHANGED 2023-04-24 UNITED AGENT GROUP INC. No data
CHANGE OF MAILING ADDRESS 2023-04-24 ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403 No data
REGISTERED AGENT ADDRESS CHANGED 2021-10-25 801 US HIGHWAY 1, NORTH PALM BEACH, FL 33408 No data
REINSTATEMENT 2007-03-30 No data No data
REVOKED FOR ANNUAL REPORT 2006-09-15 No data No data
NAME CHANGE AMENDMENT 1993-10-08 TEMPLETON/FRANKLIN INVESTMENT SERVICES, INC. No data
NAME CHANGE AMENDMENT 1993-04-06 TEMPLETON PORTFOLIO ADVISORY, INC. No data
NAME CHANGE AMENDMENT 1990-11-19 UNIVERSITY INVESTMENT MANAGEMENT, INC. No data

Documents

Name Date
ANNUAL REPORT 2023-04-24
ANNUAL REPORT 2022-04-13
Reg. Agent Change 2021-10-25
ANNUAL REPORT 2021-04-27
ANNUAL REPORT 2020-04-01
ANNUAL REPORT 2019-04-16
ANNUAL REPORT 2018-04-16
ANNUAL REPORT 2017-04-24
ANNUAL REPORT 2016-04-21
ANNUAL REPORT 2015-04-09

Date of last update: 03 Feb 2025

Sources: Florida Department of State