Search icon

AVANTAX ADVISORY SERVICES, INC.

Company Details

Name: AVANTAX ADVISORY SERVICES, INC.
Jurisdiction: MISSISSIPPI
Business Type: Profit Corporation
Status: Good Standing
Effective Date: 02 Sep 1997 (27 years ago)
Business ID: 646451
State of Incorporation: TEXAS
Principal Office Address: 3200 Olympus, Ste 100Coppell, TX 75019
Fictitious names: Avantax Advisory Services
H.D. Vest Advisory Services
Historical names: H.D. VEST ADVISORY SERVICES, INC.

Agent

Name Role Address
CORPORATION SERVICE COMPANY Agent 109 Executive Drive, Suite 3, Madison, MS 39110

President

Name Role Address
Todd Mackay President 3200 Olympus, Ste 100, Coppell, TX 75019
Michael Durbin President 3200 Olympus Blvd, Ste 100, Coppell, TX 75019

Secretary

Name Role Address
Todd Mackay Secretary 3200 Olympus, Ste 100, Coppell, TX 75019
Lisa Gok Secretary 3200 Olympus Blvd, Ste 100, Coppell, TX 75019

Vice President

Name Role Address
Andy Watts Vice President 3200 Olympus, Ste 100, Coppell, TX 75019
Joseph Neary Vice President 3200 Olympus Blvd, Ste 100, Coppell, TX 75019

Treasurer

Name Role Address
Christopher Rod Treasurer 3200 Olympus, Ste 100, Coppell, TX 75019
Keith Shores Treasurer 3200 Olympus Blvd, Ste 100, Coppell, TX 75019

Chief Financial Officer

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

Assistant Secretary

Name Role Address
Winnie Lee Assistant Secretary 3200 Olympus, Ste 100, Coppell, TX 75019
David Van Havermaat Assistant Secretary 3200 Olympus Blvd, Ste 100, Coppell, TX 75019

Director

Name Role Address
Joseph Neary Director 3200 Olympus Blvd, Ste 100, Coppell, TX 75019
Lisa Gok Director 3200 Olympus Blvd, Ste 100, Coppell, TX 75019
Thomas Gooley Director 3200 Olympus Blvd, Ste 100, Coppell, TX 75019

Filings

Type Status Filed Date Description
Annual Report Filed 2024-02-06 Annual Report For AVANTAX ADVISORY SERVICES, INC.
Annual Report Filed 2023-02-03 Annual Report For AVANTAX ADVISORY SERVICES, 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 ADVISORY SERVICES, INC.
Annual Report Filed 2021-04-13 Annual Report For AVANTAX ADVISORY SERVICES, INC.
Annual Report Filed 2020-04-03 Annual Report For AVANTAX ADVISORY SERVICES, INC.
Fictitious Name Registration Filed 2020-02-11 Fictitious Name Registration For AVANTAX ADVISORY SERVICES, INC.
Fictitious Name Registration Filed 2019-10-22 Fictitious Name Registration For AVANTAX ADVISORY SERVICES, INC.
Amendment Form Filed 2019-10-18 Amendment For H.D. VEST ADVISORY SERVICES, INC.
Annual Report Filed 2019-03-11 Annual Report For H.D. VEST ADVISORY SERVICES, INC.

Date of last update: 24 Dec 2024

Sources: Mississippi Secretary of State