Melissa Loner

Active Dallas, TX — Director for Avantax Investment Services, Inc.

Melissa Loner Overview

Melissa Loner is currently associated with four companies, according to public records. The companies were formed over a thirty-four year period with the most recent being incorporated five years ago in May of 2021. All companies are still active.

Background Report for Melissa Loner

Includes Age, Location, Address History for Melissa Loner
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Name	Status	Incorporated	Key People	Role
Avantax Investment Services, Inc.	Active	1983	28	Director
Avantax Advisory Services, Inc.	Active	1987	28
Avantax Planning Partners, Inc.	Active	2006	26
Avantax Wealth Management, Inc.	Active	1986	22	Cco

Connections for Melissa Loner

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

Todd C. Mackay

Todd C. Mackay has the following companies in common with Melissa Loner

Name	Status	Incorporated	Key People	Role
A-------------------------------.	Active	1983	28	President
A-----------------------------.	Active	1987	28	President
A-----------------------------.	Active	1986	22	CEO, Presi
A-----------------------------.	Active	2006	26	President

Christopher Rod

Christopher Rod has the following companies in common with Melissa Loner

Name	Status	Incorporated	Key People	Role
A-------------------------------.	Active	1983	28	Principal
A-----------------------------.	Active	1987	28	Treasurer
A-----------------------------.	Active	1986	22	Treasurer
A-----------------------------.	Active	2006	26	Secretary

Casey Griffin

Casey Griffin has the following companies in common with Melissa Loner

Name	Status	Incorporated	Key People	Role
A-------------------------------.	Active	1983	28	NonDir
A-----------------------------.	Active	1987	28	NonDir
A-----------------------------.	Inactive	1986	22	Director

Neal E. Heifetz

Neal E. Heifetz has the following companies in common with Melissa Loner

Name	Status	Incorporated	Key People	Role
A-------------------------------.	Inactive	1983	28	Director
A-----------------------------.	Active	1987	28	NonDir
A-----------------------------.	Inactive	1986	22	Director

Robert D. Oros

Robert D. Oros has the following companies in common with Melissa Loner

Name	Status	Incorporated	Key People	Role
A-------------------------------.	Active	1983	28	Chief Executive Officer
A-----------------------------.	Active	1987	28	Chief Executive Officer
A-----------------------------.	Inactive	1986	22	Director

Richard S. Rawlins

Richard S. Rawlins has the following companies in common with Melissa Loner

Name	Status	Incorporated	Key People	Role
A-------------------------------.	Inactive	1983	28	President
A-----------------------------.	Active	1987	28	NonPres
A-----------------------------.	Inactive	1986	22	President

Wendy Walton

Wendy Walton has the following companies in common with Melissa Loner

Name	Status	Incorporated	Key People	Role
A-------------------------------.	Active	1983	28	Assistant
A-----------------------------.	Inactive	1987	28	Treasurer
A-----------------------------.	Active	1986	22	Assistant

Marshall Bartlett

Marshall Bartlett has the following companies in common with Melissa Loner

Name	Status	Incorporated	Key People	Role
A-------------------------------.	Inactive	1983	28	Director
A-----------------------------.	Inactive	1987	28	Director
A-----------------------------.	Inactive	1986	22	Director

Joel Bennett

Joel Bennett has the following companies in common with Melissa Loner

Name	Status	Incorporated	Key People	Role
A-------------------------------.	Inactive	1983	28	Treasurer
A-----------------------------.	Inactive	1987	28	Treasurer
A-----------------------------.	Inactive	1986	22	Treasurer

Eric Chartan

Eric Chartan has the following companies in common with Melissa Loner

Name	Status	Incorporated	Key People	Role
A-------------------------------.	Inactive	1983	28	Assistant Secretary
A-----------------------------.	Inactive	1987	28	Assistant Secretary
A-----------------------------.	Inactive	1986	22	Assistant Secretary

Andrew Dodson

Andrew Dodson has the following companies in common with Melissa Loner

Name	Status	Incorporated	Key People	Role
A-------------------------------.	Inactive	1983	28	Director
A-----------------------------.	Inactive	1987	28	Director
A-----------------------------.	Inactive	1986	22	Director

Jeff Klein

Jeff Klein has the following companies in common with Melissa Loner

Name	Status	Incorporated	Key People	Role
A-------------------------------.	Inactive	1983	28	Director
A-----------------------------.	Inactive	1987	28	Director
A-----------------------------.	Inactive	1986	22	Director

Roger C. Ochs

Roger C. Ochs has the following companies in common with Melissa Loner

Name	Status	Incorporated	Key People	Role
A-------------------------------.	Inactive	1983	28	President
A-----------------------------.	Inactive	1987	28	President
A-----------------------------.	Inactive	1986	22	President

Michael Pagano

Michael Pagano has the following companies in common with Melissa Loner

Name	Status	Incorporated	Key People	Role
A-------------------------------.	Inactive	1983	28	Director
A-----------------------------.	Inactive	1987	28	Director
A-----------------------------.	Inactive	1986	22	Chief Compliance Off

Brian Stern

Brian Stern has the following companies in common with Melissa Loner

Name	Status	Incorporated	Key People	Role
A-------------------------------.	Inactive	1983	28	Secretary
A-----------------------------.	Inactive	1987	28	Secretary
A-----------------------------.	Inactive	1986	22	Assistant Secretary

Enrique Vasquez

Enrique Vasquez has the following companies in common with Melissa Loner

Name	Status	Incorporated	Key People	Role
A-------------------------------.	Inactive	1983	28	President
A-----------------------------.	Inactive	1987	28	President
A-----------------------------.	Inactive	1986	22	President