Company Demographics

Company Demographics

Company Demographics includes information from the company master file, which is an accumulation of data gathered from various forms of the annual financial statement. The information includes company name, company code, financial data year, business type, filing status, filing type, request filing status, other names, company contacts, all addresses, officers, filing by state and waivers and extensions.  Demographics are available from the Company Search Results list by clicking on the blue company name.  Financial demographics display if Business Preference is set to Financial.  MAP-Demographics (market conduct) display when the Business Preference is set to Market.  Both types of demographic displays are always available under Categories.

To View Demographic Information using the Financial Reports Page  

  1. Search for and select an entity or entities by performing a Company/Firm Search.
  2. Click the Company Name link on the results page.
  3. The Company Information Page will display showing the Company Code, Name and Financial Data Year for each Entity/Cocode within your search.
  4. Click the links at the top of the page to view the information available. Information available includes:

Company Information - information from the company master file, such as company code, group code, business type, FEIN, filing type, etc.

Other Names - the primary company name and any other names used by the company.

Company Contacts - various contact names, addresses and phone numbers, such as Annual Statement Filing Contact, Diskette Contact, statutory address, primary location of records, etc.

Current Addresses - The Current Address page displays the following fields.  Each of the fields is sortable by clicking on the down arrow.  The Current Address link provides information for Business area of PDB.  There is also an option to save a list of returned addresses in CSV format. 

Officers - names and positions of the company's directors and officers (NOTE: The data available includes 1997 data through the current annual statement filing year.)

Filing by State - indicates whether the company is licensed and/or writing business in each state for the specified data year.

Market Regulation Address History – Displays the Market Regulation Address history that is submitted with a Market Regulation activity. 

The report displays the following fields:

  • Address Type
  • Address
  • State supplied
  • Business area – (CDS, RIRS)
  • Date created
  • Date updated

Waivers and Extensions Report - displays information about financial statement filing extensions and waivers granted by a company's state of domicile.

To print or save any Demographics page, select the appropriate option from the File menu.