| Name: | AVANTAX INVESTMENT SERVICES, INC |
| Legal type: | Foreign Corporation |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 02 Sep 1997 (28 years ago) |
| Authority Date: | 02 Sep 1997 (28 years ago) |
| Last Annual Report: | 28 Jun 2024 (10 months ago) |
| Organization Number: | 0438067 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Small (0-19) |
| Principal Office: | 3200 OLYMPUS BLVD, STE 100, DALLAS, TX 75019 |
| Place of Formation: | TEXAS |
| Name | Role |
|---|---|
| Lisa Gok | Secretary |
| Todd C Mackay | Secretary |
| Name | Role |
|---|---|
| Joseph D Neary | Director |
| Todd C Mackay | Director |
| Christopher Rod | Director |
| Name | Role |
|---|---|
| Keith Shores | Treasurer |
| Christopher Rod | Treasurer |
| Name | Role |
|---|---|
| Todd C Mackay | President |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Registered Agent |
| Name | Action |
|---|---|
| H.D. VEST INVESTMENT SECURITIES, INC. | Old Name |
| Name | Status | Expiration Date |
|---|---|---|
| AVANTAX INVESTMENT SERVICES | Inactive | 2024-11-21 |
| H. D. VEST INVESTMENT SERVICES | Inactive | 2021-08-21 |
| Name | File Date |
|---|---|
| Annual Report | 2024-06-28 |
| Principal Office Address Change | 2024-06-28 |
| Annual Report | 2023-04-18 |
| Annual Report | 2022-03-21 |
| Principal Office Address Change | 2021-05-07 |
| Annual Report | 2021-05-07 |
| Annual Report | 2020-06-25 |
| Certificate of Assumed Name | 2019-11-21 |
| Amendment | 2019-10-14 |
| Annual Report | 2019-06-05 |
Sources: Kentucky Secretary of State
