Entity Name: | AVANTAX ADVISORY SERVICES, INC. |
Jurisdiction: | Connecticut |
Legal type: | Stock |
Citizenship: | Foreign |
Status: | Active |
Date Formed: | 16 Aug 2000 (Companies founded in August 2000) |
Business ALEI: | 0659096 |
Annual report due: | 16 Aug 2025 |
NAICS code: | 523940 - Portfolio Management and Investment Advice |
Business address: | 3200 OLYMPUS BLVD SUITE 100, DALLAS, TX, 75019, United States |
Mailing address: | 3200 OLYMPUS BLVD SUITE 100, DALLAS, TX, United States, 75019 |
Place of Formation: | TEXAS |
E-Mail: | annualreports@cscglobal.com |
Name | Role | Business address | Residence address |
---|---|---|---|
LISA GOK | Officer | 3200 OLYMPUS BLVD SUITE 100, DALLAS, TX, 75019, United States | 3200 OLYMPUS BLVD SUITE 100, DALLAS, TX, 75019, United States |
TODD MACKAY | Officer | 3200 OLYMPUS BLVD, SUITE 100, DALLAS, TX, 75019, United States | 3200 OLYMPUS BLVD, SUITE 100, DALLAS, TX, 75019, United States |
JOSEPH D NEARY | Officer | 655 W BROADWAY 12TH FLOOR, 12TH FLOOR, SAN DIEGO, CA, 92101, United States | 655 W BROADWAY 12TH FLOOR, 12TH FLOOR, SAN DIEGO, CA, 92101, United States |
Andy Watts | Officer | 3200 OLYMPUS BLVD SUITE 100, DALLAS, TX, 75019, United States | 3200 OLYMPUS BLVD SUITE 100, DALLAS, TX, 75019, United States |
GARY L CHAFFIN | Officer | 2301 Rosecrans Ave, SUITE 5100, El Segundo, CA, 90245-4967, United States | 2301 Rosecrans Ave, SUITE 5100, El Segundo, CA, 90245-4967, United States |
KEITH SHORES | Officer | 3200 OLYMPUS BLVD SUITE 100, DALLAS, TX, 75019, United States | 3200 OLYMPUS BLVD SUITE 100, DALLAS, TX, 75019, United States |
CHRISTOPHER ROD | Officer | 3200 OLYMPUS BLVD, SUITE 100, DALLAS, TX, 75019, United States | 3200 OLYMPUS BLVD, SUITE 100, DALLAS, TX, 75019, United States |
Name | Role | Business address | Residence address |
---|---|---|---|
THOMAS A GOOLEY | Director | 3200 OLYMPUS BLVD SUITE 100, DALLAS, TX, 75019, United States | 3200 OLYMPUS BLVD SUITE 100, DALLAS, TX, 75019, United States |
TODD MACKAY | Director | 3200 OLYMPUS BLVD, SUITE 100, DALLAS, TX, 75019, United States | 3200 OLYMPUS BLVD, SUITE 100, DALLAS, TX, 75019, United States |
JOSEPH D NEARY | Director | 655 W BROADWAY 12TH FLOOR, 12TH FLOOR, SAN DIEGO, CA, 92101, United States | 655 W BROADWAY 12TH FLOOR, 12TH FLOOR, SAN DIEGO, CA, 92101, United States |
LISA GOK | Director | 3200 OLYMPUS BLVD SUITE 100, DALLAS, TX, 75019, United States | 3200 OLYMPUS BLVD SUITE 100, DALLAS, TX, 75019, United States |
Name | Role |
---|---|
CORPORATION SERVICE COMPANY | Agent |
Type | Old value | New value | Date of change |
---|---|---|---|
Name change | H.D. VEST ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES, INC. | 2019-10-18 |
Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
---|---|---|---|---|---|
BF-0012149801 | 2024-08-02 | No data | Annual Report | Annual Report | No data |
BF-0011397311 | 2023-07-17 | No data | Annual Report | Annual Report | No data |
BF-0010366388 | 2022-07-18 | No data | Annual Report | Annual Report | 2022 |
BF-0010471323 | 2022-01-14 | 2022-01-14 | Mass Agent Change � Address | Agent Address Change | No data |
BF-0009810459 | 2021-07-20 | No data | Annual Report | Annual Report | No data |
0006950658 | 2020-07-21 | No data | Annual Report | Annual Report | 2020 |
0006943532 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
0006950703 | 2020-07-06 | 2020-07-06 | Change of Agent Address | Agent Address Change | No data |
0006663567 | 2019-10-18 | 2019-10-18 | Amendment | Amend Name | No data |
0006601387 | 2019-07-19 | No data | Name Reservation | Reservation of Name | No data |
Date of last update: 04 Nov 2024
Sources: Connecticut's Official State Website