| Name: | Avantax Planning Partners, Inc. |
| Jurisdiction: | MISSISSIPPI |
| Business Type: | Profit Corporation |
| Status: | Good Standing |
| Effective Date: | 13 Apr 2021 (4 years ago) |
| Business ID: | 1273003 |
| State of Incorporation: | IOWA |
| Principal Office Address: | 3200 Olympus, Ste 100, 3200 Olympus, Ste 100Dallas, TX 75019 |
| Fictitious names: |
Avantax Planning Partners, Inc. |
| Name | Role | Address |
|---|---|---|
| CORPORATION SERVICE COMPANY | Agent | 109 Executive Drive, Suite 3, Madison, MS 39110 |
| Name | Role | Address |
|---|---|---|
| Todd Mackay | President | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Michael Durbin | President | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Louie Rosalez | Vice President | 3200 OLYMPUS BLVD, STE 100, Coppell, TX 75019 |
| Jason Allen | Vice President | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Joseph Neary | Vice President | 3200 Olympus, Ste 100, Coppell, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Christopher Rod | Secretary | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Lisa Gok | Secretary | 3200 OLYMPUS BLVD, STE 100, Coppell, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Christopher Rod | Treasurer | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Keith Shores | Treasurer | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Gary Chaffin | Treasurer | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Joseph Neary | Director | 3200 Olympus, Ste 100, Coppell, TX 75019 |
| Thomas Gooley | Director | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Lisa Gok | Director | 3200 OLYMPUS BLVD, STE 100, Coppell, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Melissa Loner | Chief Financial Officer | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Name | Role | Address |
|---|---|---|
| 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 |
| Type | Status | Filed Date | Description |
|---|---|---|---|
| Annual Report | Filed | 2024-02-06 | Annual Report For Avantax Planning Partners, Inc. |
| Annual Report | Filed | 2023-02-03 | Annual Report For Avantax Planning Partners, 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 Planning Partners, Inc. |
| Formation Form | Filed | 2021-04-13 | Formation For Avantax Planning Partners, Inc. |
Date of last update: 21 Jan 2025
Sources: Mississippi Secretary of State
