| Name: | Avantax Wealth Management, Inc. |
| Jurisdiction: | MISSISSIPPI |
| Business Type: | Profit Corporation |
| Status: | Good Standing |
| Effective Date: | 21 Aug 2018 (6 years ago) |
| Business ID: | 1155082 |
| State of Incorporation: | TEXAS |
| Principal Office Address: | 3200 Olympus, Ste 100, 6333 N State Highway 161, Suite 400Coppell, TX 75019 |
| Fictitious names: |
Avantax Wealth Management H.D. Vest Financial Services |
| Historical names: |
H.D. Vest, Inc. |
| Name | Role | Address |
|---|---|---|
| CORPORATION SERVICE COMPANY | Agent | 109 Executive Drive, Suite 3, Madison, MS 39110 |
| Name | Role | Address |
|---|---|---|
| Todd Mackay | President | 3200 Olympus, Ste 100, Coppell, TX 75019 |
| Michael Durbin | President | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Todd Mackay | Secretary | 3200 Olympus, Ste 100, Coppell, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Todd Mackay | Chief Executive Officer | 3200 Olympus, Ste 100, Coppell, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Christopher Rod | Treasurer | 3200 Olympus, Ste 100, Coppell, TX 75019 |
| Keith Shores | Treasurer | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Melissa Loner | Chief Financial Officer | 3200 Olympus, Ste 100, Coppell, TX 75019 |
| Gary Chaffin | Chief Financial Officer | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Thomas Gooley | Director | 3200 Olympus, Ste 100, Coppell, TX 75019 |
| Joseph Neary | Director | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Lisa Gok | Director | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Lisa Gok | Assistant Secretary | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Winnie Lee | Assistant Secretary | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| David Van Havermaat | Assistant Secretary | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Joseph Neary | Vice President | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Type | Status | Filed Date | Description |
|---|---|---|---|
| Annual Report | Filed | 2024-02-06 | Annual Report For Avantax Wealth Management, Inc. |
| Annual Report | Filed | 2023-02-03 | Annual Report For Avantax Wealth Management, Inc. |
| Registered Agent Change of Address | Filed | 2022-03-31 | Agent Address Change For CORPORATION SERVICE COMPANY |
| Annual Report | Filed | 2022-03-15 | Annual Report For Avantax Wealth Management, Inc. |
| Annual Report | Filed | 2021-04-13 | Annual Report For Avantax Wealth Management, Inc. |
| Annual Report | Filed | 2020-04-03 | Annual Report For Avantax Wealth Management, Inc. |
| Fictitious Name Registration | Filed | 2020-01-17 | Fictitious Name Registration For Avantax Wealth Management, Inc. |
| Amendment Form | Filed | 2020-01-16 | Amendment For H.D. Vest, Inc. |
| Annual Report | Filed | 2019-03-07 | Annual Report For H.D. Vest, Inc. |
| Formation Form | Filed | 2018-08-21 | Formation For H.D. Vest, Inc. |
Date of last update: 16 Jan 2025
Sources: Mississippi Secretary of State
