| Name: | AVANTAX ADVISORY SERVICES, INC. |
| Jurisdiction: | MISSISSIPPI |
| Business Type: | Profit Corporation |
| Status: | Good Standing |
| Effective Date: | 02 Sep 1997 (28 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. Avantax Advisory Services |
| Name | Role | Address |
|---|---|---|
| CORPORATION SERVICE COMPANY | Agent | 109 Executive Drive, Suite 3, Madison, MS 39110 |
| Name | Role | Address |
|---|---|---|
| Andy Watts | Vice President | 3200 Olympus Blvd., Suite 100, Dallas, TX 75019 |
| Joseph D. Neary | Vice President | 655 W. Broadway, 12th Floor, San Diego, CA 92101 |
| Matt Fries | Vice President | 3200 Olympus Blvd., Suite 100, Dallas, TX 75019 |
| Todd C. Mackay | Vice President | 3200 Olympus Blvd., Suite 100, Dallas, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Lisa Gok | Director | 3200 Olympus Blvd., Suite 100, Dallas, TX 75019 |
| Joseph D. Neary | Director | 655 W. Broadway, 12th Floor, San Diego, CA 92101 |
| Thomas A. Gooley | Director | 3200 Olympus Blvd., Suite 100, Dallas, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Lisa Gok | Secretary | 3200 Olympus Blvd., Suite 100, Dallas, TX 75019 |
| Andy Watts | Secretary | 3200 Olympus Blvd., Suite 100, Dallas, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Keith Shores | Treasurer | 3200 Olympus Blvd., Suite 100, Dallas, TX 75019 |
| Name | Role | Address |
|---|---|---|
| David Van Havermaat | Assistant Secretary | 3200 Olympus Blvd, Suite 100, Dallas, TX 75019 |
| Tom Vays | Assistant Secretary | 3200 Olympus Blvd., Suite 100, Dallas, TX 75019 |
| Jeremy Carr | Assistant Secretary | 3200 Olympus Blvd., Suite 100, Dallas, TX 75019 |
| Winnie A. Lee | Assistant Secretary | 3200 Olympus Blvd., Suite 100, Dallas, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Andy Watts | President | 3200 Olympus Blvd., Suite 100, Dallas, TX 75019 |
| Type | Status | Filed Date | Description |
|---|---|---|---|
| Annual Report | Filed | 2025-04-15 | Annual Report For AVANTAX ADVISORY SERVICES, INC. |
| 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. |
Date of last update: 01 May 2025
Sources: Company Profile on Mississippi Secretary of State Website
