Detail by Entity Name

Foreign Profit Corporation

AVANTAX PLANNING PARTNERS, INC.

Filing Information
F15000002384 42-1447865 05/22/2015 IA ACTIVE NAME CHANGE AMENDMENT 02/10/2021 NONE
Principal Address
3200 Olympus Blvd., Ste 100
Dallas, TX 75019
Changed: 04/20/2021
Mailing Address
3200 Olympus Blvd., Ste 100
Dallas, TX 75019
Changed: 04/20/2021
Registered Agent Name & Address CORPORATION SERVICE COMPANY
1201 HAYS STREET
TALLAHASSEE, FL 32301-2525
Name Changed: 10/21/2020

Address Changed: 10/21/2020
Officer/Director Detail Name & Address

Title Senior Vice President

ROSALEZ, LOUIE
3200 Olympus Blvd., Ste 100
Dallas, TX 75019
Title Chief Compliance Officer

Loner, Melissa
3200 Olympus Blvd., Ste 100
Dallas, TX 75019
Title President

Mackay, Todd
3200 Olympus Blvd., Ste 100
Dallas, TX 75019
Title Secretary, Treasurer

Rod, Christopher
3200 Olympus Blvd., Ste 100
Dallas, TX 75019
Title Director, VP

Neary, Joseph
3200 Olympus Blvd., Ste 100
Dallas, TX 75019
Title Director, Secretary

Gok, Lisa
3200 Olympus Blvd., Ste 100
Dallas, TX 75019
Title VP

Allen, Jason
3200 Olympus Blvd., Ste 100
Dallas, TX 75019
Title Director

Gooley, Thomas
3200 Olympus Blvd., Ste 100
Dallas, TX 75019
Title President

Durbin, Michael
3200 Olympus Blvd., Ste 100
Dallas, TX 75019
Title Treasurer

Shores, Keith
3200 Olympus Blvd., Ste 100
Dallas, TX 75019
Title Tax Officer

Chaffin, Gary
3200 Olympus Blvd., Ste 100
Dallas, TX 75019
Title Asst. Secretary

Lee, Winnie
3200 Olympus Blvd., Ste 100
Dallas, TX 75019
Title Asst. Secretary

Van Havermaat, David
3200 Olympus Blvd., Ste 100
Dallas, TX 75019
Annual Reports
Report YearFiled Date
2022 02/02/2022
2023 02/03/2023
2024 03/07/2024

Document Images
03/07/2024 -- ANNUAL REPORT View image in PDF format
02/03/2023 -- ANNUAL REPORT View image in PDF format
02/02/2022 -- ANNUAL REPORT View image in PDF format
04/20/2021 -- ANNUAL REPORT View image in PDF format
02/10/2021 -- Name Change View image in PDF format
10/21/2020 -- Reg. Agent Change View image in PDF format
04/27/2020 -- ANNUAL REPORT View image in PDF format
04/03/2019 -- ANNUAL REPORT View image in PDF format
04/09/2018 -- ANNUAL REPORT View image in PDF format
01/30/2017 -- ANNUAL REPORT View image in PDF format
04/06/2016 -- ANNUAL REPORT View image in PDF format
05/22/2015 -- Foreign Profit View image in PDF format