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Avantax Inc
3200 Olympus Blvd., Suite 100
Phone: (972) 870-6000p:972 870-6000 DALLAS, TX  75019  United States Fax: (425) 201-6150f:425 201-6150
This company was Merged or Acquired on 11/27/2023.
This company ceased filing statements with the SEC on 12/7/2023.
The Company was acquired by Cetera Financial Group, Inc., a subsidiary of Aretec Group, Inc.
This company is no longer actively traded on any major stock exchange.
This is a Subsidiary, click here for the Parent Company
Business Summary
Avantax, Inc. is a provider of integrated tax-focused wealth management services and platforms. Its integrated tax-focused wealth management services consist of the operations of Avantax Wealth Management and Avantax Planning Partners. Avantax Wealth Management provides tax-focused wealth management solutions for financial professionals, tax professionals, CPA firms and their clients. Avantax Wealth Management offers its services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a United States tax-focused independent broker-dealer. Avantax Planning Partners is an in-house/employee-based RIA, insurance agency and wealth management business that partners with certified public accounting (CPA) firms in order to provide their consumer and small business clients with holistic financial planning and advisory services, as well as retirement plan solutions through Avantax Retirement Plan Services.
(Source: 10-K)

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-YesYesYes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/202312/31/2022YesYes--Yes

Industries
SIC Code Description
7374 Computer processing and data preparation and processing services
7291 Tax return preparation services
6282 Investment advice

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Chairman of the Board Georganne C.Proctor 66 7/1/2019 6/1/2017
President, Chief Executive Officer, Director Christopher W.Walters 49 1/30/2020 5/13/2014
Chief Financial Officer, Treasurer MarcMehlman 46 6/17/2022 4/27/2020
6 additional Officers and Directors records available in full report.

Business Names
Business Name
1G Acquisitions, LLC
1st Global Consulting, Inc.
1st Global Retirement Services, Inc.
27 additional Business Names available in full report.

General Information
Number of Employees: 727 (As of 12/31/2022)
Outstanding Shares: 36,811,784 (As of 10/30/2023)
Shareholders: 292
Stock Exchange: NASD
Federal Tax Id: 911718107
Fax Number: (425) 201-6150
Email Address: investor_relations@infospace.com


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Friday, November 22, 2024