| Name: | Avantax Insurance Agency, LLC |
| Jurisdiction: | MISSISSIPPI |
| Business Type: | Limited Liability Company |
| Status: | Good Standing |
| Effective Date: | 05 Sep 2006 (18 years ago) |
| Business ID: | 898324 |
| State of Incorporation: | TEXAS |
| Principal Office Address: | 3200 Olympus, Ste 100Coppell, TX 75019 |
| Fictitious names: |
Avantax Insurance Agency |
| Historical names: |
H. D. Vest Insurance Agency, LLC |
| Name | Role | Address |
|---|---|---|
| CORPORATION SERVICE COMPANY | Agent | 109 Executive Drive, Suite 3, Madison, MS 39110 |
| Name | Role | Address |
|---|---|---|
| Neal Heifetz | Organizer | 6333 N. STATE HWY 161 - STE 400, IRVING, TX 75038 |
| Name | Role | Address |
|---|---|---|
| Avantax Wealth Management, Inc. | Member | 3200 Olympus, Ste 100, Coppell, TX 75019 |
| Winnie Lee | Member | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| David Van Havermaat | Member | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Gary Chaffin | Member | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Jason Allen | 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 |
| Lisa Gok | Secretary | 3200 Olympus Blvd, 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 |
|---|---|---|
| Aaron Runyon | Vice President | 3200 Olympus, Ste 100, Coppell, TX 75019 |
| Joseph Neary | Vice President | 3200 Olympus Blvd, Ste 100, Coppell, TX 75019 |
| Type | Status | Filed Date | Description |
|---|---|---|---|
| Annual Report LLC | Filed | 2024-02-06 | Annual Report For Avantax Insurance Agency, LLC |
| Annual Report LLC | Filed | 2023-02-03 | Annual Report For Avantax Insurance Agency, LLC |
| Registered Agent Change of Address | Filed | 2022-03-31 | Agent Address Change For CORPORATION SERVICE COMPANY |
| Annual Report LLC | Filed | 2022-03-15 | Annual Report For Avantax Insurance Agency, LLC |
| Annual Report LLC | Filed | 2021-04-13 | Annual Report For Avantax Insurance Agency, LLC |
| Annual Report LLC | Filed | 2020-04-03 | Annual Report For Avantax Insurance Agency, LLC |
| Fictitious Name Registration | Filed | 2019-11-01 | Fictitious Name Registration For Avantax Insurance Agency, LLC |
| Amendment Form | Filed | 2019-10-04 | Amendment For H. D. Vest Insurance Agency, LLC |
| Annual Report LLC | Filed | 2019-03-08 | Annual Report For H. D. Vest Insurance Agency, LLC |
| Annual Report LLC | Filed | 2018-04-04 | Annual Report For H. D. Vest Insurance Agency, LLC |
Date of last update: 01 Jan 2025
Sources: Mississippi Secretary of State
