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AVANTAX ADVISORY SERVICES, INC.

Company Details

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

Officer

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

Director

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

Agent

Name Role
CORPORATION SERVICE COMPANY Agent

History

Type Old value New value Date of change
Name change H.D. VEST ADVISORY SERVICES, INC. AVANTAX ADVISORY SERVICES, INC. 2019-10-18

Filing

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