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Avantax Insurance Services, Inc.

Company Details

Entity Name: Avantax Insurance Services, Inc.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Foreign
Status: Active
Date Formed: 10 May 2022 (Companies founded in May 2022)
Business ALEI: 2554167
Annual report due: 10 May 2025
NAICS code: 522320 - Financial Transactions Processing, Reserve, and Clearinghouse 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: TEXAS
E-Mail: compliancemail@cscglobal.com

Agent

Name Role
CORPORATION SERVICE COMPANY Agent

Officer

Name Role Business address Residence address
Aaron Runyon Officer No data 3200 Olympus Blvd, Suite 100, Dallas, TX, 75019, 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
Todd Mackay Officer No data 3200 Olympus Blvd, Suite 100, Dallas, TX, 75019, United States
Christopher Rod Officer No data 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, United States
Jason Allen Officer No data 3200 Olympus Blvd, Suite 100, Dallas, TX, 75019, United States

Director

Name Role Business address Residence address
Lisa Gok Director 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, United States 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, United States
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

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012390882 2024-05-30 No data Annual Report Annual Report No data
BF-0011250398 2023-04-10 No data Annual Report Annual Report No data
BF-0010586221 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