Neal Heifetz

Active Irving, TX — NonDir for Avantax Advisory Services, Inc.

Neal Heifetz Overview

Neal Heifetz has been associated with nine companies, according to public records. The companies were formed over a nineteen year period with the most recent being incorporated twenty years ago in June of 2006. One of the companies is still active while the remaining eight are now listed as inactive.

Background Report for Neal E. Heifetz

Includes Age, Location, Address History for Neal E. Heifetz
Arrest, Criminal, & Driving Records
Social Media Profiles
Possible relatives
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Name	Status	Incorporated	Key People	Role
Avantax Advisory Services, Inc.	Active	1987	28	NonDir
H. D. Vest Insurance Agency, L.L.C.	Inactive	1997	24	Manager
H. D. Vest Insurance Agency, L.C.	Inactive	1998	6	Manager
Avantax Insurance Agency, LLC	Inactive	2006	1	Manager
Avantax Wealth Management, Inc.	Inactive	1986	22	Director
H. D. Vest Technology Services, Inc.	Inactive	2000	7	Director
H.D. Vest Technology Services, Inc.	Inactive	1999	6	Director
Avantax Investment Services, Inc.	Inactive	1983	1	Director
H.D. Vest Mortgage Services, Inc.	Inactive	1989	9	Assistant

Connections for Neal Heifetz

A connection is made when two people are officers, directors, or otherwise associated with the same company. Neal has forty-seven known connections and has the most companies in common with Todd Mackay.

Joel Bennett

Joel Bennett has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
A-----------------------------.	Inactive	1987	28	Treasurer
H---------------------------------.	Inactive	1999	6	Treasurer
H---------------------------------.	Inactive	1997	24	Manager
A-----------------------------.	Inactive	1986	22	Treasurer
H-------------------------------.	Inactive	1998	6	Manager
H-------------------------------.	Inactive	1989	9	Treasurer
H----------------------------------.	Inactive	2000	7	Treasurer

Jeff Klein

Jeff Klein has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
A-----------------------------.	Inactive	1987	28	Director
H---------------------------------.	Inactive	1999	6	Director
H---------------------------------.	Inactive	1997	24	Manager
A-----------------------------.	Inactive	1986	22	Director
H-------------------------------.	Inactive	1998	6	Manager
H-------------------------------.	Inactive	1989	9	Director
H----------------------------------.	Inactive	2000	7	Director

Roger C. Ochs

Roger C. Ochs has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
A-----------------------------.	Inactive	1987	28	President
H---------------------------------.	Inactive	1999	6	President
H---------------------------------.	Inactive	1997	24	President
A-----------------------------.	Inactive	1986	22	President
H-------------------------------.	Inactive	1998	6	Manager
H-------------------------------.	Inactive	1989	9	President
H----------------------------------.	Inactive	2000	7	President

James A. Horton

James A. Horton has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
H---------------------------------.	Inactive	1999	6	Vice President
H---------------------------------.	Inactive	1997	24	Manager
H-------------------------------.	Inactive	1998	6	Manager
H-------------------------------.	Inactive	1989	9	Vice President
H----------------------------------.	Inactive	2000	7	Vice President

Todd C. Mackay

Todd C. Mackay has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
A-----------------------------.	Active	1987	28	President
H---------------------------------.	Active	1997	24	Secretary
A-----------------------------.	Active	1986	22	CEO, Presi

Robert D. Oros

Robert D. Oros has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
A-----------------------------.	Active	1987	28	Chief Executive Officer
H---------------------------------.	Inactive	1997	24	Director
A-----------------------------.	Inactive	1986	22	Director

Richard S. Rawlins

Richard S. Rawlins has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
A-----------------------------.	Active	1987	28	NonPres
H---------------------------------.	Inactive	1997	24	President
A-----------------------------.	Inactive	1986	22	President

Christopher Rod

Christopher Rod has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
A-----------------------------.	Active	1987	28	Treasurer
H---------------------------------.	Active	1997	24	Treasurer
A-----------------------------.	Active	1986	22	Treasurer

Michael Pagano

Michael Pagano has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
A-----------------------------.	Inactive	1987	28	Director
H---------------------------------.	Inactive	1997	24	President
A-----------------------------.	Inactive	1986	22	Chief Compliance Off

Thomas J. Schneider

Thomas J. Schneider has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
H---------------------------------.	Inactive	1999	6	Vice President
H---------------------------------.	Inactive	1997	24	Manager
H-------------------------------.	Inactive	1989	9	Vice President

Brian Stern

Brian Stern has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
A-----------------------------.	Inactive	1987	28	Secretary
H---------------------------------.	Inactive	1997	24	Manager
A-----------------------------.	Inactive	1986	22	Assistant Secretary

Casey Griffin

Casey Griffin has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
A-----------------------------.	Active	1987	28	NonDir
A-----------------------------.	Inactive	1986	22	Director

Melissa Loner

Melissa Loner has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
A-----------------------------.	Active	1987	28
A-----------------------------.	Active	1986	22	Cco

Wendy Walton

Wendy Walton has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
A-----------------------------.	Inactive	1987	28	Treasurer
A-----------------------------.	Active	1986	22	Assistant

Marshall Bartlett

Marshall Bartlett has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
A-----------------------------.	Inactive	1987	28	Director
A-----------------------------.	Inactive	1986	22	Director

Eric Chartan

Eric Chartan has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
A-----------------------------.	Inactive	1987	28	Assistant Secretary
A-----------------------------.	Inactive	1986	22	Assistant Secretary

Andrew Dodson

Andrew Dodson has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
A-----------------------------.	Inactive	1987	28	Director
A-----------------------------.	Inactive	1986	22	Director

Jeffrey Fink

Jeffrey Fink has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
H-------------------------------.	Inactive	1989	9	Vice President
H----------------------------------.	Inactive	2000	7	Vice President

Sharon K. Hundley

Sharon K. Hundley has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
H---------------------------------.	Inactive	1997	24	Manager
H-------------------------------.	Inactive	1998	6	Manager

Enrique Vasquez

Enrique Vasquez has the following companies in common with Neal Heifetz

Name	Status	Incorporated	Key People	Role
A-----------------------------.	Inactive	1987	28	President
A-----------------------------.	Inactive	1986	22	President

Sources

Florida Department of State
Data last refreshed on Monday, April 6, 2026

Nevada Secretary of State
Data last refreshed on Wednesday, May 8, 2019

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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Neal Heifetz

Active Irving, TX — NonDir for Avantax Advisory Services, Inc.

Neal Heifetz Overview

Background Report for Neal E. Heifetz

Companies for Neal Heifetz

Connections for Neal Heifetz

Sources

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