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AVANTAX ADVISORY SERVICES, INC.

Company Details

Name: AVANTAX ADVISORY SERVICES, INC.
Jurisdiction: Idaho
Legal type: Foreign Business Corporation
Status: Active-Good Standing
Date of registration: 02 Sep 1997 (27 years ago)
Financial Date End: 30 Sep 2025
Entity Number: 370622
Place of Formation: TEXAS
File Number: 370622
Principal Address: 6333 N STATE HWY 161, SUITE 400 IRVING, TX 75038
Mailing Address: STE 100 3200 OLYMPUS BLVD DALLAS, TX 75019

Agent

Name Role Address
CORPORATION SERVICE COMPANY Agent 1305 12TH AVE RD, NAMPA, ID 83686

President

Name Role Address Appointed On
TODD C MACKAY President 3200 OLYMPUS BLVD, DALLAS, TX 75019 2020-09-24

Secretary

Name Role Address Appointed On
TODD C MACKAY Secretary 3200 OLYMPUS BLVD, DALLAS, TX 75019 2023-08-08
Tabitha Bailey Secretary 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2023-08-08
Andy Watts Secretary 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2023-08-08
LISA GOK Secretary 3200 OLYMPUS BLVD, DALLAS, TX 75019 2024-09-04
Melissa Loner Secretary 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2023-08-08

Director

Name Role Address Appointed On
TODD C MACKAY Director 3200 OLYMPUS BLVD, DALLAS, TX 75019-5889 2023-08-08
Melissa Loner Director 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2023-08-08
LISA GOK Director 3200 OLYMPUS BLVD, DALLAS, TX 75019 2024-09-04
THOMAS A GOOLEY Director 3200 OLYMPUS BLVD, DALLAS, TX 75019 2024-09-04
JOSEPH D NEARY Director 655 W BROADWAY 12TH FL, SAN DIEGO, CA 92101 2024-09-04

Treasurer

Name Role Address Appointed On
CHRISTOPHER ROD Treasurer 3200 OLYMPUS BLVD, DALLAS, TX 75019-5889 2023-08-08
KEITH SHORES Treasurer 3200 OLYMPUS BLVD, DALLAS, TX 75019 2024-09-04

Filing

Filing Name Filing Number Filing date
Annual Report 0005881147 2024-09-04
Annual Report 0005356431 2023-08-08
Annual Report 0004855012 2022-08-10
Registered Agent Name/Address Change (mass change) 0004643026 2022-03-08
Registered Agent Name/Address Change (mass change) 0004468431 2021-10-29
Annual Report 0004364063 2021-08-03
Annual Report 0004011103 2020-09-24
Amendment of Foreign Registration Statement 0003650851 2019-10-18
Annual Report 0003628699 2019-09-25
Annual Report 0002587656 2018-08-15

Date of last update: 15 Dec 2024

Sources: Idaho Secretary of State