Avantax Investment Services, Inc.

Active Irving, TX

(972)870-6041

Avantax Investment Services, Inc. Overview

Avantax Investment Services, Inc. filed as a Domestic For-Profit Corporation in the State of Texas on Wednesday, April 13, 1983 and is approximately forty-one years old, according to public records filed with Texas Secretary of State.

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Key People

Who own Avantax Investment Services, Inc.

Name
Todd C. Mackay 9
President
Director
NonDir
NonSec
President and Secret
President & Secr
Chief Business Opera
Michael Durbin
President
Christopher Rod 6
Principal
Director
NonTreas
Treasurer
Principal Finance Of
Robert D. Oros 3
Chief Executive Officer
President
CEO
Director
Secretary
Chief Executive Officer
NonDir
NonSec
Melissa Loner 3
Director
Cco
Keith Shores
Treasurer
Wendy Walton 5
Assistant
Treasurer
Director
Secretary
Assistant Secretary
Jeffrey Buchheister
Casey Griffin 2
NonDir
Secretary
Director
Assistant Secretary
Cco
Crystal Clifford 1
NonDir
Director
Ricahrd S. Rawlins
NonPres
Roger C. Ochs 11
President
CEO
Chief Executive Officer
Secretary
Director
Director
Richard S. Rawlins 3
President
Enrique Vasquez 2
President
Director
Secretary
Joel Bennett 10
Treasurer
Director
Brian Golson 10
Director
Jeff Klein 9
Director
Secretary
Assistant Sec.
Assistant Secretary
Neal E. Heifetz 8
Director
Secretary
Assistant Sec.
Assistant Secretary
NonDir
Andrew Dodson 6
Director
Michael Pagano 5
Director
Cco
Chief Compliance Off
Brian Stern 3
Secretary
Assistant Secretary
Spencer P. Hoffman 2
Director
Marshall Bartlett 2
Director
Steven Latorre 1
Secretary
John S. Johnson 1
Secretary
Eric Chartan 2
Assistant Secretary
Steven Watkins 1
Assistant Secretary
Daniel Wright 1
Assistant Sec.
Showing 8 records out of 28

Known Addresses for Avantax Investment Services, Inc.

4 Embarcadero Ctr San Francisco, CA 94111 500 Boylston St Boston, MA 02116 6333 N State Highway 161 Irving, TX 75038 10900 NE 8th St Bellevue, WA 98004 90 S 7th St Minneapolis, MN 55402 PO Box 140189 Irving, TX 75014 600 Summit Ave Fort Worth, TX 76102 150 N Radnor Chester Rd Radnor, PA 19087 3200 Olympus Blvd Dallas, TX 75201

Corporate Filings for Avantax Investment Services, Inc.

Florida Department of State

Filing Type: Foreign for Profit Corporation
Status: Active
State: Florida
State ID: P08707
Date Filed: Tuesday, January 14, 1986

Texas Secretary of State

Filing Type: Domestic For-Profit Corporation
Status: Active
State: Texas
State ID: 65121100
Date Filed: Wednesday, April 13, 1983
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: 01530108
Date Filed: Saturday, April 26, 1986
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: C2367-1987
Date Filed: Thursday, April 2, 1987
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: 2422585
Date Filed: Friday, September 24, 1999
Source Record NY DOS

Corporate Notes

Source Date Type Note
4/13/1983 Articles of Incorporation
1/8/1986 Articles Of Amendment
8/19/1986 Articles Of Amendment
4/2/1987 Foreign Qualification
8/13/1987 Change Of Registered Agent/Office
7/20/1998 Annual List
6/9/1999 Change Of Registered Agent/Office
6/9/1999 Annual List
9/24/1999 Name History/Actual H.D. Vest Investment Securities, Inc.
9/24/1999 Name History/Actual H.D. Vest Investment Securities, Inc.
10/29/1999 Registered Agent Address Change CORPORATION TRUST COMPANY OF NEVAD KFA ONE EAST FIRST STREET RENO NV 89501 KFA
4/25/2000 Annual List
4/27/2001 Annual List
8/23/2001 Certificate of Assumed Business Name
5/3/2002 Annual List
5/10/2002 Registered Agent Change CORPORATION TRUST COMPANY OF NEVADA 6100 NEIL ROAD #500 RENO NV 89511 APN
5/16/2002 Change of Registered Agent/Office
12/31/2002 Public Information Report (PIR)
4/10/2003 Annual List
7/31/2003 Change of Registered Agent/Office
12/31/2003 Public Information Report (PIR)
5/10/2004 Annual List List of Officers for 2004 to 2005
12/31/2004 Public Information Report (PIR)
3/11/2005 Annual List
12/31/2005 Public Information Report (PIR)
3/20/2006 Annual List 06-07
12/31/2006 Public Information Report (PIR)
2/21/2007 Annual List
12/31/2007 Public Information Report (PIR)
2/18/2008 Annual List
3/23/2009 Annual List
10/30/2009 Change of Office by Registered Agent
12/31/2009 Public Information Report (PIR)
4/13/2010 Annual List
12/31/2010 Public Information Report (PIR)
4/14/2011 Annual List
10/10/2011 Restated Certificate of Formation
12/31/2011 Public Information Report (PIR)
4/25/2012 Annual List
12/31/2012 Public Information Report (PIR)
12/31/2012 Public Information Report (PIR)
4/9/2013 Annual List
12/31/2013 Public Information Report (PIR)
12/31/2013 Public Information Report (PIR)
4/15/2014 Annual List
12/31/2014 Public Information Report (PIR)
12/31/2014 Public Information Report (PIR)
2/11/2015 Annual List
12/31/2015 Public Information Report (PIR)
3/14/2016 Annual List
12/31/2016 Public Information Report (PIR)
4/26/2017 Annual List
12/31/2017 Public Information Report (PIR)
4/26/2018 Annual List
12/31/2018 Public Information Report (PIR)
4/12/2019 Annual List
9/12/2019 Certificate of Amendment
9/27/2019 Certificate of Assumed Business Name
10/23/2019 Certificate of Merger
12/31/2019 Public Information Report (PIR)
2/12/2020 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
12/31/2023 Public Information Report (PIR)

Sources

Florida Department of State
Data last refreshed on Saturday, April 6, 2024
Nevada Secretary of State
Data last refreshed on Wednesday, May 8, 2019
New York Department of State
Data last refreshed on Sunday, April 28, 2024
Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024
California Secretary of State
Data last refreshed on Monday, April 4, 2022

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