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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
-Yes-YesYes--

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

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.
25 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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Wednesday, March 27, 2024