Avantax Wealth Management, Inc.

Active Minneapolis, MN

(775)738-4430

Avantax Wealth Management, Inc. Overview

Avantax Wealth Management, Inc. filed as a Domestic For-Profit Corporation in the State of Texas on Wednesday, December 17, 1986 and is approximately thirty-eight years old, according to public records filed with Texas Secretary of State.

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Name
Christopher Rod 6 ~ Background Report ~	Treasurer Director
Christopher W. Walters 5 ~ Background Report ~	Director
Tabitha Bailey 4 ~ Background Report ~	Director
Wendy Walton 5 ~ Background Report ~	Assistant Director Assistant Secretary
Melissa Loner 3 ~ Background Report ~	Cco
Todd C. Mackay 9 ~ Background Report ~	CEO, Presi CEO, President & CEO,President &
Roger C. Ochs 11 ~ Background Report ~	President Director Secretary President and Secret
Richard S. Rawlins 3 ~ Background Report ~	President
Enrique Vasquez 2 ~ Background Report ~	President Director Secretary Chief Exec Officer
Richard Scott Rawline ~ Background Report ~	President
Joel Bennett 10 ~ Background Report ~	Treasurer Director
Brian Golson 10 ~ Background Report ~	Director
Jeff Klein 9 ~ Background Report ~	Director Assistant Secretary
Neal E. Heifetz 8 ~ Background Report ~	Director Assistant Secretary
Andrew Dodson 6 ~ Background Report ~	Director
Ann J. Bruder 4 ~ Background Report ~	Director
Robert D. Oros 3 ~ Background Report ~	Director Secretary Chief Executive Officer
Casey Griffin 2 ~ Background Report ~	Director Assistant Secretary
Spencer P. Hoffman 2 ~ Background Report ~	Director
Marshall Bartlett 2 ~ Background Report ~	Director
Michael Pagano 5 ~ Background Report ~	Chief Compliance Off
Brian Stern 3 ~ Background Report ~	Assistant Secretary
Eric Chartan 2 ~ Background Report ~	Assistant Secretary

Showing 8 records out of 23

Other Companies for Avantax Wealth Management, Inc.

Avantax Wealth Management, Inc. is listed as an officer in two other companies.

Name	Status	Incorporated	Key People	Role
H. D. Vest Insurance Agency, L.L.C.	Active	1997	11	NonMM
Avantax Insurance Agency, LLC	Active	2006	5	Managing Member

433 Las Colinas Blvd E Irving, TX 75039 6333 N State Highway 161 Irving, TX 75038 90 S 7th St Minneapolis, MN 55402 PO Box 140189 Irving, TX 75014 491 5th St Elko, NV 89801 PO Box 141629 Irving, TX 75014 3200 Olympus Blvd Dallas, TX 75201 3200 Olympus Blvd Coppell, TX 75019 PO Box 9010 Coppell, TX 75019

Texas Secretary of State

Filing Type:	Domestic For-Profit Corporation
Status:	Active
State:	Texas
State ID:	102086000
Date Filed:	Wednesday, December 17, 1986
Registered Agent	Corporation Service Company D/B/A Csc-Lawyers Incorporating Service Company

Corporate Notes

Source	Date	Type	Note
	12/17/1986	Articles Of Incorporation
	7/9/1987	Articles Of Amendment
	7/10/1987	Articles Of Amendment
	8/12/1987	Change Of Registered Agent/Office
	8/20/1987	Certificate of Assumed Business Name
	9/25/1991	Articles Of Amendment
	3/19/1993	Certificate of Assumed Business Name
	7/28/1997	Certificate of Assumed Business Name
	6/9/1999	Change Of Registered Agent/Office
	7/2/2001	Articles of Merger
	12/31/2002	Public Information Report (PIR)
	7/31/2003	Change of Registered Agent/Office
	12/31/2003	Public Information Report (PIR)
	12/31/2004	Public Information Report (PIR)
	12/31/2005	Public Information Report (PIR)
	12/31/2006	Public Information Report (PIR)
	12/31/2007	Public Information Report (PIR)
	12/31/2008	Public Information Report (PIR)
	10/30/2009	Change of Office by Registered Agent
	12/31/2009	Public Information Report (PIR)
	12/31/2010	Public Information Report (PIR)
	10/10/2011	Restated Certificate of Formation
	12/31/2011	Public Information Report (PIR)
	12/31/2012	Public Information Report (PIR)
	12/31/2012	Public Information Report (PIR)
	12/31/2013	Public Information Report (PIR)
	12/31/2013	Public Information Report (PIR)
	12/31/2014	Public Information Report (PIR)
	12/31/2014	Public Information Report (PIR)
	12/31/2014	Public Information Report (PIR)
	12/31/2015	Public Information Report (PIR)
	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)
	9/12/2019	Certificate of Amendment
	12/10/2019	Certificate of Assumed Business Name
	12/10/2019	Certificate of Assumed Business Name
	12/31/2020	Public Information Report (PIR)
	12/31/2021	Public Information Report (PIR)
	12/31/2022	Public Information Report (PIR)
	7/28/2023	Tax Forfeiture
	9/11/2023	Reversal of Tax Forfeiture
	12/31/2023	Public Information Report (PIR)

Trademarks for Avantax Wealth Management, Inc.

	Tax Action Serial Number: 87030010 Drawing Code: 4000
	1040 Analyst Serial Number: 86978636 Drawing Code: 4000
	Hd Vest Serial Number: 86936948 Drawing Code: 4000
	Hd Vest Investment Services Serial Number: 86926122 Drawing Code: 4000
	Hd Vest Advisory Services Serial Number: 86926166 Drawing Code: 4000
	V4 Client Experience Serial Number: 86416324 Drawing Code: 4000
	1040 Analyst Serial Number: 86529660 Drawing Code: 4000
	8 Wealth Management Issues Serial Number: 77429724 Drawing Code: 4000
	Vestsuccess Serial Number: 86314466 Drawing Code: 4000
	Vestvision Serial Number: 86239001 Drawing Code: 4000