| Entity Name: | Avantax Planning Partners, Inc. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Date Formed: | 10 May 2022 (Companies founded in May 2022) |
| Business ALEI: | 2554135 |
| Annual report due: | 10 May 2025 |
| NAICS code: | 921130 - Public Finance Activities |
| Business address: | 3200 Olympus Blvd, Dallas, TX, 75019, United States |
| Mailing address: | 3200 Olympus Blvd, Suite 100, Dallas, TX, United States, 75019 |
| Place of Formation: | IOWA |
| E-Mail: | annualreports@cscglobal.com |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Todd Mackay | Officer | 3200 Olympus Blvd, Suite 100, Dallas, TX, 75019, United States | 3200 Olympus Blvd, Suite 100, Dallas, TX, 75019, United States |
| Jason Allen | Officer | 3200 Olympus Blvd, Suite 100, Dallas, TX, 75019, United States | 3200 Olympus Blvd, Suite 100, Dallas, TX, 75019, United States |
| Louie Rosalez | Officer | 3200 Olympus Blvd, Suite 100, Dallas, TX, 75019-5889, United States | 3200 Olympus Blvd, Suite 100, Dallas, TX, 75019-5889, United States |
| Lisa Gok | 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 Gooley | Director | 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, United States | 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, United States |
| Joseph Neary | Director | 655 W. Broadway, 12th Floor, San Diego, CA, 92101, United States | 72 General Patton Dr, Naugatuck, CT, 06770-4704, 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 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012390381 | 2024-05-30 | No data | Annual Report | Annual Report | No data |
| BF-0011250339 | 2023-04-10 | No data | Annual Report | Annual Report | No data |
| BF-0010586235 | 2022-05-10 | No data | Business Registration | Certificate of Authority | No data |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
