| Name: | Avantax Planning Partners, Inc. |
| Jurisdiction: | Idaho |
| Legal type: | Foreign Business Corporation |
| Status: | Active-Good Standing |
| Date of registration: | 22 Aug 2016 (8 years ago) |
| Financial Date End: | 31 Aug 2025 |
| Entity Number: | 628601 |
| Place of Formation: | IOWA |
| File Number: | 628601 |
| Principal Address: | 3390 ASBURY RD DUBUQUE, IA 52002-2801 |
| Mailing Address: | STE 100 3200 OLYMPUS BLVD COPPELL, TX 75019-5889 |
| Name | Role | Address |
|---|---|---|
| CORPORATION SERVICE COMPANY | Agent | 1305 12TH AVE RD, NAMPA, ID 83686 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| Louie Rosalez | Vice President | 3200 OLYMPUS BLVD, STE 100, DALLAS, TX 75019 | 2021-07-02 |
| MICHAEL MOLNAR | Vice President | 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 | 2024-08-02 |
| Jason Allen | Vice President | 3200 OLYMPUS BLVD, STE 100, COPPELL, TX 75019 | 2023-07-06 |
| JOSEPH D NEARY | Vice President | 655 W BROADWAY, SAN DIEGO, CA 92101 | 2024-08-02 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| Todd Mackay | President | 3200 OLYMPUS BLVD, STE 100, DALLAS, TX 75019 | 2020-08-05 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| Christopher - Rod | Secretary | 3200 OLYMPUS BLVD STE 100, DALLAS, TX 75019 | 2023-07-06 |
| Melissa Loner | Secretary | 3200 OLYMPUS BLVD, STE 100, COPPELL, TX 75019 | 2023-07-06 |
| LISA GOK | Secretary | 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 | 2024-08-02 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| THOMAS A GOOLEY | Director | 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 | 2024-08-02 |
| LISA GOK | Director | 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 | 2024-08-02 |
| Christopher Walters | Director | 3200 OLYMPUS BLVD STE 100, DALLAS, TX 75019 | 2023-07-06 |
| Tabitha Bailey | Director | 3200 OLYMPUS BLVD, STE 100, COPPELL, TX 75019 | 2023-07-06 |
| Todd Mackay | Director | 3200 OLYMPUS BLVD, STE 100, COPPELL, TX 75019 | 2023-07-06 |
| JOSEPH D NEARY | Director | 655 W BROADWAY, SAN DIEGO, CA 92101 | 2024-08-02 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| Christopher - Rod | Treasurer | 3200 OLYMPUS BLVD STE 100, DALLAS, TX 75019 | 2024-08-02 |
| KEITH SHORES | Treasurer | 3200 OLYMPUS BLVD, COPPELL, TX 75019-5889 | 2024-08-02 |
| Filing Name | Filing Number | Filing date |
|---|---|---|
| Annual Report | 0005836658 | 2024-08-02 |
| Annual Report | 0005306892 | 2023-07-06 |
| Annual Report | 0004805315 | 2022-07-06 |
| Registered Agent Name/Address Change (mass change) | 0004645571 | 2022-03-08 |
| Registered Agent Name/Address Change (mass change) | 0004471028 | 2021-10-29 |
| Annual Report | 0004329723 | 2021-07-02 |
| Amendment of Foreign Registration Statement | 0004176908 | 2021-02-17 |
| Change of Registered Office/Agent/Both (by Entity) | 0004035443 | 2020-10-15 |
| Annual Report | 0003959697 | 2020-08-05 |
| Annual Report | 0003583979 | 2019-07-31 |
Date of last update: 29 Dec 2024
Sources: Idaho Secretary of State
