Avantax Advisory Services, Inc.
Active Irving, TX
Avantax Advisory Services, Inc. Overview
Avantax Advisory Services, Inc. filed as a Domestic For-Profit Corporation in the State of Texas on Monday, May 18, 1987 and is approximately thirty-nine years old, according to public records filed with Texas Secretary of State.
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Avantax Advisory Services, Inc.
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Key People
Who own Avantax Advisory Services, Inc.
| Name | |
|---|---|
| Todd C. Mackay 9 |
President
Officer
CEO
Director
|
| Robert D. Oros 3 |
Chief Executive Officer
NonDir
NonSec
President
CEO
Secretary
Director
Chief Executive Officer
|
| Winnie Lee |
Treasurer
Secretary
|
| Christopher Rod 6 |
Treasurer
NonTreas
|
| Joseph Neary 1 |
Director
|
| Andy Watts |
Vice President
|
| Melissa Loner 3 |
Director
|
| Richard S. Rawlins 3 |
NonPres
President
|
| Neal E. Heifetz 8 |
NonDir
Director
Secretary
Assistant Secretary
|
| Casey Griffin 2 |
NonDir
Secretary
Director
Assistant Secretary
|
| Roger C. Ochs 11 |
President
CEO
Chief Executive Officer
Secretary
Director
Director
|
| Enrique Vasquez 2 |
President
|
| Joel Bennett 10 |
Treasurer
Director
|
| Wendy Walton 5 |
Treasurer
Secretary
|
| Bennett Joel 1 |
Treasurer
Director
|
| Jeff Klein 9 |
Secretary
Director
Director
Assistant Secretary
|
| Andrew Dodson 6 |
Director
|
| Michael Pagano 5 |
Director
|
| Brian Stern 3 |
Secretary
Assistant Secretary
|
| Marshall Bartlett 2 |
Director
|
| John S. Johnson 1 |
Secretary
|
| Crystal Clifford 1 |
Director
|
| Steven Latorre 1 |
Secretary
|
| Neil Heifetz |
Director
|
| Heifetz Neal |
Director
|
| Eric Chartan 2 |
Assistant Secretary
|
| Steven Watkins 1 |
Assistant Secretary
|
| Daniel Wright 1 |
Assistant Secretary
|
Showing 8 records out of 28
Corporate Filings for Avantax Advisory Services, Inc.
Florida Department of State
| Filing Type: | Foreign for Profit Corporation |
|---|---|
| Status: | Active |
| State: | Florida |
| State ID: | P23038 |
| Date Filed: | Friday, February 17, 1989 |
Texas Secretary of State
| Filing Type: | Domestic For-Profit Corporation |
|---|---|
| Status: | Active |
| State: | Texas |
| State ID: | 103884500 |
| Date Filed: | Monday, May 18, 1987 |
| Registered Agent | Corporation Service Company D/B/A Csc-Lawyers Incorporating Service Company |
California Secretary of State
| Filing Type: | Statement & Designation By Foreign Corporation |
|---|---|
| Status: | Active |
| State: | California |
| Foreign State: | Texas |
| State ID: | 02054515 |
| Date Filed: | Tuesday, September 2, 1997 |
| Registered Agent | Corporation Service Company Which Will DO Business In California As Csc - Lawyers Incorporating Service |
Nevada Secretary of State
| Filing Type: | Foreign Corporation |
|---|---|
| Status: | Active |
| State: | Nevada |
| Foreign State: | Texas |
| State ID: | C18698-1997 |
| Date Filed: | Tuesday, September 2, 1997 |
| Registered Agent | Csc Services of Nevada, Inc. |
New York Department of State
| Filing Type: | Foreign Business Corporation |
|---|---|
| Status: | Active |
| State: | New York |
| Foreign State: | Texas |
| County: | New York |
| State ID: | 2419011 |
| Date Filed: | Wednesday, September 15, 1999 |
| Source Record | NY DOS |
Corporate Notes
| Source | Date | Type | Note |
|---|---|---|---|
|
5/18/1987 | Articles Of Incorporation | |
|
9/2/1997 | Foreign Qualification | |
|
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10/16/1998 | Annual List | |
|
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6/9/1999 | Change Of Registered Agent/Office | |
|
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9/13/1999 | Annual List | |
|
9/15/1999 | Name History/Actual | H.D. Vest Advisory Services, Inc. |
|
|
9/15/1999 | Name History/Actual | H.D. Vest Advisory Services, Inc. |
|
|
10/29/1999 | Registered Agent Address Change | CORPORATION TRUST COMPANY OF NEVAD KFA ONE EAST FIRST STREET RENO NV 89501 KFA |
|
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9/5/2000 | Annual List | |
|
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8/21/2001 | Certificate of Assumed Business Name | |
|
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10/9/2001 | Annual List | |
|
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12/31/2001 | Public Information Report (PIR) | |
|
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5/8/2002 | Change of Registered Agent/Office | |
|
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5/9/2002 | Registered Agent Change | CORPORATION TRUST COMPANY OF NEVADA 6100 NEIL ROAD #500 RENO NV 89511 RAA |
|
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10/9/2002 | Annual List | |
|
|
12/31/2002 | Public Information Report (PIR) | |
|
|
7/31/2003 | Change of Registered Agent/Office | |
|
|
10/7/2003 | Annual List | |
|
|
12/31/2003 | Public Information Report (PIR) | |
|
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5/3/2004 | Annual List | |
|
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9/15/2004 | Annual List | List of Officers for 2004 to 2005 |
|
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12/31/2004 | Public Information Report (PIR) | |
|
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8/8/2005 | Annual List | |
|
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12/31/2005 | Public Information Report (PIR) | |
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8/11/2006 | Annual List | |
|
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12/31/2006 | Public Information Report (PIR) | |
|
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6/28/2007 | Amended List | |
|
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11/14/2007 | Annual List | |
|
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12/31/2007 | Public Information Report (PIR) | |
|
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11/10/2008 | Annual List | |
|
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12/31/2008 | Public Information Report (PIR) | |
|
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8/13/2009 | Annual List | |
|
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10/30/2009 | Change of Office by Registered Agent | |
|
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12/31/2009 | Public Information Report (PIR) | |
|
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11/10/2010 | Annual List | |
|
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12/31/2010 | Public Information Report (PIR) | |
|
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9/12/2011 | Annual List | |
|
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10/10/2011 | Restated Certificate of Formation | |
|
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12/31/2011 | Public Information Report (PIR) | |
|
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9/7/2012 | Annual List | |
|
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12/31/2012 | Public Information Report (PIR) | |
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12/31/2012 | Public Information Report (PIR) | |
|
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9/11/2013 | Annual List | |
|
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12/31/2013 | Public Information Report (PIR) | |
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12/31/2013 | Public Information Report (PIR) | |
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9/24/2014 | Annual List | |
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12/31/2014 | Public Information Report (PIR) | |
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12/31/2014 | Public Information Report (PIR) | |
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7/7/2015 | Annual List | |
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12/31/2015 | Public Information Report (PIR) | |
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8/10/2016 | Annual List | |
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12/31/2016 | Public Information Report (PIR) | |
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9/14/2017 | Annual List | |
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12/31/2017 | Public Information Report (PIR) | |
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8/15/2018 | Annual List | |
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12/31/2018 | Public Information Report (PIR) | |
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9/12/2019 | Certificate of Amendment | |
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9/27/2019 | Certificate of Assumed Business Name | |
|
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10/23/2019 | Certificate of Merger | |
|
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12/31/2019 | Public Information Report (PIR) | |
|
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2/12/2020 | Certificate of Assumed Business Name | |
|
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12/31/2021 | Public Information Report (PIR) | |
|
|
12/31/2022 | Public Information Report (PIR) | |
|
|
7/28/2023 | Tax Forfeiture |
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Sources
Florida Department of State
Data last refreshed on Monday, April 6, 2026
Data last refreshed on Monday, April 6, 2026
Nevada Secretary of State
Data last refreshed on Wednesday, May 8, 2019
Data last refreshed on Wednesday, May 8, 2019
New York Department of State
Data last refreshed on Saturday, October 12, 2024
Data last refreshed on Saturday, October 12, 2024
Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024
Data last refreshed on Saturday, March 2, 2024
California Secretary of State
Data last refreshed on Monday, April 4, 2022
Data last refreshed on Monday, April 4, 2022
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