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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Avantax Investment Services, Inc.
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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) |
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Sources
Florida Department of State
Data last refreshed on Saturday, April 6, 2024
Data last refreshed on Saturday, April 6, 2024
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 Sunday, April 28, 2024
Data last refreshed on Sunday, April 28, 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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9
Known Addresses
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
These addresses are known to be associated with Avantax Investment Services, Inc. however they may be inactive or mailing addresses only. Please verify address for mailing or other purposes.
Wiki
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Corporate Records