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AVANTAX INSURANCE SERVICES, INC.

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Company Details

Name: AVANTAX INSURANCE SERVICES, INC.
Jurisdiction: Idaho
Legal type: Foreign Business Corporation
Status: Active-Good Standing
Date of registration: 16 Apr 2020 (5 years ago)
Financial Date End: 30 Apr 2026
Entity Number: 3846800
Place of Formation: TEXAS
File Number: 706290
Principal Address: 6333 N STATE HIGHWAY 161 SUITE 400 IRVING, TX 75038
Mailing Address: STE 100 3200 OLYMPUS BLVD COPPELL, TX 75019-5889

Agent

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

Director

Name Role Address Appointed On Resigned On
Todd Mackay Director 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2023-03-08 2024-03-11
Thomas Gooley Director 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2024-03-11 No data
Lisa Gok Director 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2024-03-11 No data
Joseph Neary Director 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2024-03-11 No data

President

Name Role Address Appointed On Resigned On
Michael Jorgensen President 3200 OLYMPUS, STE 100, DALLAS, TX 75019 2021-04-20 2023-03-08
Michael Durbin President 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2024-03-11 No data
Jason Allen President 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2024-03-11 No data

Treasurer

Name Role Address Appointed On Resigned On
Christopher Rod Treasurer 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2024-03-11 2024-03-11
Keith Shores Treasurer 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2024-03-11 No data
Gary Chaffin Treasurer 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2024-03-11 No data

Vice President

Name Role Address Appointed On Resigned On
Aaron Runyon Vice President 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2024-03-11 2024-03-11
Joseph Neary Vice President 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2024-03-11 No data

Secretary

Name Role Address Appointed On Resigned On
Todd Mackay Secretary 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2024-03-11 2024-03-11
Winnie Lee Secretary 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2024-03-11 No data
Lisa Gok Secretary 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2024-03-11 No data
David Van Havermaat Secretary 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 2024-03-11 No data

Filing

Filing Name Filing Number Filing date
Annual Report 0006221919 2025-04-26
Annual Report 0005643051 2024-03-11
Annual Report 0005145100 2023-03-08
Annual Report 0004665575 2022-03-21
Registered Agent Name/Address Change (mass change) 0004646567 2022-03-08

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Date of last update: 07 Jul 2025

Sources: Idaho Secretary of State