| Entity Name: | AVANTAX PLANNING PARTNERS, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Foreign Profit Corporation |
| Status: | Active |
| Date Filed: | 22 May 2015 (10 years ago) |
| Last Event: | NAME CHANGE AMENDMENT |
| Event Date Filed: | 10 Feb 2021 (4 years ago) |
| Document Number: | F15000002384 |
| FEI/EIN Number | 42-1447865 |
| Address: | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 |
| Mail Address: | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 |
| Place of Formation: | IOWA |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Name | Role | Address |
|---|---|---|
| ROSALEZ, LOUIE | Senior Vice President | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Loner, Melissa | Chief Compliance Officer | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Mackay, Todd | President | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 |
| Durbin, Michael | President | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Rod, Christopher | Secretary | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 |
| Gok, Lisa | Secretary | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Rod, Christopher | Treasurer | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 |
| Shores, Keith | Treasurer | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Neary, Joseph | Director | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 |
| Gok, Lisa | Director | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 |
| Gooley, Thomas | Director | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Neary, Joseph | Vice President | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 |
| Allen, Jason | Vice President | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Chaffin, Gary | Tax Officer | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 |
| Name | Role | Address |
|---|---|---|
| Lee, Winnie | Asst. Secretary | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 |
| Van Havermaat, David | Asst. Secretary | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G22000064195 | AVANTAX RETIREMENT PLAN SERVICES | ACTIVE | 2022-05-24 | 2027-12-31 | No data | 3200 OLYMPUS BLVD,SUITE 100, DALLAS, TX, 75019 |
| G22000064194 | AVANTAX PLANNING PARTNERS | ACTIVE | 2022-05-24 | 2027-12-31 | No data | 3200 OLYMPUS BLVD,SUITE 100, DALLAS, TX, 75019 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2021-04-20 | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 | No data |
| CHANGE OF MAILING ADDRESS | 2021-04-20 | 3200 Olympus Blvd., Ste 100, Dallas, TX 75019 | No data |
| NAME CHANGE AMENDMENT | 2021-02-10 | AVANTAX PLANNING PARTNERS, INC. | No data |
| REGISTERED AGENT NAME CHANGED | 2020-10-21 | CORPORATION SERVICE COMPANY | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2020-10-21 | 1201 HAYS STREET, TALLAHASSEE, FL 32301-2525 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-03-07 |
| ANNUAL REPORT | 2023-02-03 |
| ANNUAL REPORT | 2022-02-02 |
| ANNUAL REPORT | 2021-04-20 |
| Name Change | 2021-02-10 |
| Reg. Agent Change | 2020-10-21 |
| ANNUAL REPORT | 2020-04-27 |
| ANNUAL REPORT | 2019-04-03 |
| ANNUAL REPORT | 2018-04-09 |
| ANNUAL REPORT | 2017-01-30 |
Date of last update: 20 Jan 2025
Sources: Florida Department of State
