Avantax Planning Partners, Inc. Overview
Avantax Planning Partners, Inc. filed as a Foreign Business Corporation in the State of New York on Wednesday, July 5, 2006 and is approximately eighteen years old, according to public records filed with New York Department of State. A corporate filing is called a foreign filing when an existing corporate entity files in a state other than the state they originally filed in. This does not necessarily mean that they are from outside the United States.
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Avantax Planning Partners, Inc.
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Key People
Who own Avantax Planning Partners, Inc.
Name | |
---|---|
Todd C. Mackay 9 |
President
Director
Officer
|
John R. Darrah |
Chief Executive Officer
CEO
Director
Director
Chief Executive Officer
CHAIRMAN & CEO
|
Christopher Rod 6 |
Secretary
Secretary & Trea
|
Christopher W. Walters 5 |
Director
|
Tabitha Bailey 4 |
Director
|
Joseph Neary 1 |
Director
|
Lisa Gok |
Director
|
Jason Allen 2 |
Vice President
|
Louie Rosalez |
Senior Vice Presiden
President
Director
Secretary
|
Melissa Loner 3 |
Chief Compliance Off
|
Louis Rosalez |
President
|
Jennifer L. Daughetee 2 |
Treasurer
Director
|
Ivan P. Gruhl |
Treasurer
|
Greg Burbach 3 |
Director
|
Gregory C. Burbach 2 |
Director
|
Ryan J. Hauber 2 |
Director
|
Arnold N. Honkamp 1 |
Director
|
Ronald Helle 1 |
Director
Director
|
Robert McQuillen 1 |
Director
|
Roy Lines |
Director
|
James W. Herrig |
Director
Secretary
|
Ann S. McCorkindale |
Director
Chief Inv Offic
|
Brian D. Cose |
Director
Secretary
Executive Vice Presi
|
Brian M. Russ |
Senior Vp
|
Michael Jorgensen 2 |
Vice President
|
Chris Kobes |
|
Todd McKay |
Officer
|
Showing 8 records out of 27
Known Addresses for Avantax Planning Partners, Inc.
Corporate Filings for Avantax Planning Partners, Inc.
Texas Secretary of State
Filing Type: | Foreign For-Profit Corporation |
---|---|
Status: | Active In existence |
State: | Texas |
State ID: | 801057753 |
Date Filed: | Monday, December 1, 2008 |
Florida Department of State
Filing Type: | Foreign for Profit Corporation |
---|---|
Status: | Active |
State: | Florida |
State ID: | F15000002384 |
Date Filed: | Friday, May 22, 2015 |
Registered Agent | Mike Carignan |
New York Department of State
Filing Type: | Foreign Business Corporation |
---|---|
Status: | Active |
State: | New York |
Foreign State: | Iowa |
County: | NEW YORK |
State ID: | 3384624 |
Date Filed: | Wednesday, July 5, 2006 |
DOS Process | Avantax Planning Partners, Inc. |
Source Record | NY DOS |
California Secretary of State
Filing Type: | Statement & Designation By Foreign Corporation |
---|---|
Status: | Active |
State: | California |
Foreign State: | Iowa |
State ID: | 04742990 |
Date Filed: | Friday, May 14, 2021 |
Corporate Notes
Source | Date | Type | Note |
---|---|---|---|
7/5/2006 | Name History/Actual | Honkamp Krueger Financial Services, Inc. | |
12/1/2008 | Application for Registration | ||
4/19/2010 | Change of Name or Address by Registered Agent | ||
1/23/2012 | Application for Amended Registration | ||
12/2/2013 | Change of Name or Address by Registered Agent | ||
12/31/2015 | Public Information Report (PIR) | ||
12/31/2016 | Public Information Report (PIR) | ||
12/31/2017 | Public Information Report (PIR) | ||
12/31/2018 | Public Information Report (PIR) | ||
12/31/2019 | Public Information Report (PIR) | ||
10/15/2020 | Change of Registered Agent/Office | ||
12/31/2020 | Public Information Report (PIR) | ||
2/8/2021 | Application for Amended Registration | ||
3/2/2021 | Certificate of Assumed Business Name | ||
3/2/2021 | Certificate of Assumed Business Name | ||
12/31/2021 | Public Information Report (PIR) | ||
12/31/2022 | Public Information Report (PIR) |
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Sources
Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024
Data last refreshed on Saturday, March 2, 2024
Florida Department of State
Data last refreshed on Saturday, April 6, 2024
Data last refreshed on Saturday, April 6, 2024
New York Department of State
Data last refreshed on Sunday, April 28, 2024
Data last refreshed on Sunday, April 28, 2024
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4
Known Addresses
2355 John F Kennedy Rd Dubuque, IA 52002
4301 W 57th St Sioux Falls, SD 57108
3390 Asbury Rd Dubuque, IA 52002
3200 Olympus Blvd Dallas, TX 75201
These addresses are known to be associated with Avantax Planning Partners, Inc. however they may be inactive or mailing addresses only. Please verify address for mailing or other purposes.
Wiki
4
Corporate Records