Avantax Investment Services, Inc. is a Montana corporation, registered on September 2, 1997. It is based at 3200 OLYMPUS, STE 100 DALLAS, TX 75019, United States. The company is currently listed as active on the Montana register, is registered under company number F030211 and carries EIN 751869963. Its officers and directors on record include Joseph D. Neary, Andy Watts, Lisa Gok, among 6 on file. Public records for the company include 1 SoS registration. Every fact here is republished from an official public register and traces back to a primary source document.
| Legal entity name | Avantax Investment Services, Inc. |
|---|---|
| Doing business as | H. D. VEST INVESTMENT SERVICES; Avantax Investment Services |
| Former names | H.D. VEST INVESTMENT SECURITIES, INC. |
| Principal address | 3200 OLYMPUS, STE 100 DALLAS, TX 75019United States |
| Mailing address | 3200 OLYMPUS BLVD. SUITE 100, DALLAS, TX, 75019, US |
| Registration state | Montana |
| Status | Active |
| Formed in | Texas (foreign registration) |
| Home company | Avantax Investment Services, Inc. · Active |
| Registered | 2 September 1997 (almost 29 years ago) |
| Officers & directors | Joseph D. Neary |
| Entity type | Corporation |
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| Standing | compliant |
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| Company number | F030211 |
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| EIN | 751869963 |
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| Registered agent | CORPORATION SERVICE COMPANY |
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| Source registry | Montana Secretary of State · updated 15 June 2026 |
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| Public records | 1 SoS registration |
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The name “Avantax Investment Services Inc.” matches an entry on a sanctions list in the OpenSanctions data (us_finra_actions). This is a name match only and may reflect a different entity — confirm identity against the underlying record before relying on it.
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| State | Business name | Filed | Registered agent | Officers | Status | |
|---|---|---|---|---|---|---|
| MontanaTHIS | Avantax Investment Services, Inc. | 1997-09-02 | CORPORATION SERVICE COMPANY | Joseph D. NearyDirectorAndy WattsOfficer3 more | Active | |
Filing ID F030211 Jurisdiction Foreign · CorporationFormed in Texas Principal address 3200 OLYMPUS, STE 100 DALLAS, TX 75019, United States Registered agent CORPORATION SERVICE COMPANY26 W SIXTH AVE, HELENA, MT, 59624-1691 Officers Joseph D. NearyDirector Andy WattsOfficer Lisa GokDirector, Officer Todd C. MackayDirector Keith ShoresOfficer | ||||||
| Alaska | AVANTAX INVESTMENT SERVICES, INC. | 1987-12-10 | Corporation Service Company | Lisa GokDirector, SecretaryTodd C MackayDirector4 more | Active | |
| Alabama | Avantax Investment Services, Inc. | 1985-07-22 | CORPORATION SERVICE COMPANY INC | — | Active | |
| Arkansas | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-02 | CORPORATION SERVICE COMPANY | SEE FILEOfficerANDY WATTSOfficer4 more | Active | |
| Arizona | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-02 | CORPORATION SERVICE COMPANY | Matt FriesOfficerGary ChaffinOfficer14 more | Active | |
| California | AVANTAX INVESTMENT SERVICES, INC. | 1986-04-26 | CSC - LAWYERS INCORPORATING SERVICE | Jeffrey BuchheisterOfficerMelissa LonerOfficer14 more | Active | |
| Colorado | Avantax Investment Services, Inc. | 1997-09-02 | CORPORATION SERVICE COMPANY | — | Active | |
| Connecticut | AVANTAX INVESTMENT SERVICES, INC. | 2000-08-16 | CORPORATION SERVICE COMPANY | Keith ShoresOfficerLISA GOKOfficer, Director12 more | Active | |
| District of Columbia | AVANTAX INVESTMENT SERVICES INC | 1999-09-21 | CORPORATION SERVICE COMPANY | — | Active | |
| Delaware | AVANTAX INVESTMENT SERVICES, INC. | 1997-08-29 | CORPORATION SERVICE COMPANY | — | Unknown | |
| Florida | AVANTAX INVESTMENT SERVICES, INC. | 1986-01-14 | CORPORATION SERVICE COMPANY | Todd C. MackayDirectorMelissa LonerDirector, Officer11 more | Active | |
| Georgia | Avantax Investment Services, Inc. | 1999-08-05 | Corporation Service Company | Lisa GokOfficerJeffrey R. BuchheisterOfficer1 more | Active | |
| Hawaii | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-03 | CORPORATION SERVICE COMPANY | GOK,LISADirector, OfficerCHAFFIN,GARYOfficer4 more | Active | |
| Iowa | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-02 | CORPORATION SERVICE COMPANY | TODD C. MACKAYDirectorKeith ShoresOfficer3 more | Active | |
| Idaho | Avantax Investment Services, Inc. | 1997-09-02 | CORPORATION SERVICE COMPANY | Lisa GokOfficerSTEVEN WATKINSDirector13 more | Active | |
| Illinois | AVANTAX INVESTMENT SERVICES, INC. | 2001-01-03 | ILLINOIS CORPORATION SERVICE C | — | Active | |
| Indiana | AVANTAX INVESTMENT SERVICES, INC. | 1986-04-28 | CORPORATION SERVICE COMPANY | — | Active | |
| Kansas | AVANTAX INVESTMENT SERVICES, INC. | 1999-09-03 | CORPORATION SERVICE COMPANY | — | Active | |
| Kentucky | AVANTAX INVESTMENT SERVICES, INC | 1997-09-02 | Corporation Service Company | Richard S RawlinsOfficerLisa GokDirector, Officer8 more | Active | |
| Louisiana | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-02 | CORPORATION SERVICE COMPANY | DAVID VAN HAVERMAATOfficerSERGE BUDEVICHOfficer14 more | Active | |
| Massachusetts | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-02 | CORPORATION SERVICE COMPANY | Keith ShoresOfficerJoseph D. NearyDirector3 more | Active | |
| Maryland | AVANTAX INVESTMENT SERVICES, INC | 1997-09-02 | CSC-LAWYERS INCORPORATING SERVICE | — | Active | |
| Maine | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-02 | CORPORATION SERVICE COMPANY | — | Active | |
| Michigan | AVANTAX INVESTMENT SERVICES, INC. | 1986-04-23 | CSC-LAWYERS INCORPORATING SERVICE (COMPANY) | — | Active | |
| Minnesota | Avantax Investment Services, Inc. | 1986-04-18 | Corporation Service Company | Andy WattsOfficer | Active | |
| Missouri | Avantax Investment Services, Inc. | 1986-03-05 | CSC-LAWYERS INCORPORATING SERVICE COMPANY | LISA GOKDirector, OfficerTODD C MACKAYDirector3 more | Active | |
| Mississippi | Avantax Investment Services, Inc. | 1997-09-02 | CORPORATION SERVICE COMPANY | Lisa GokOfficer, DirectorJoseph D. NearyDirector, Officer4 more | Active | |
| North Carolina | Avantax Investment Services, Inc. | 1997-09-02 | CSC - Delaware | Shores, KeithOfficerGok, LisaOfficer3 more | Active | |
| North Dakota | H.D. VEST INVESTMENT SECURITIES, INC. | 1997-09-18 | CORPORATION SERVICE COMPANY | — | Active | |
| North Dakota | Avantax Investment Services, Inc. | 1997-09-18 | CORPORATION SERVICE COMPANY | — | Active | |
| Nebraska | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-02 | CSC-LAWYERS INCORPORATING SERVICE COMPANY | TODD C MACKAYDirector, OfficerNEAL HEIFETZDirector, Officer31 more | Active | |
| New Hampshire | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-02 | CORPORATION SERVICE COMPANY | Joseph D. NearyDirectorTodd MackayDirector3 more | Active | |
| New Mexico | Avantax Investment Services, Inc. | 1997-09-02 | CORPORATION SERVICE COMPANY | JOEL BENNETTOfficer, DirectorWendy WaltonOfficer16 more | Active | |
| Nevada | Avantax Investment Services, Inc. | 1987-04-02 | CORPORATION SERVICE COMPANY* | Todd C. MackayDirectorLisa GokOfficer, Director3 more | Active | |
| Nevada | Avantax Investment Services, Inc. | 2021-09-23 | CORPORATION SERVICE COMPANY* | Todd MackayOfficer, DirectorMelissa LonerDirector, Officer2 more | Revoked | |
| New York | AVANTAX INVESTMENT SERVICES, INC. | 1999-09-24 | CORPORATION SERVICE COMPANY | ENRIQUE VASQUEZOfficer | Active | |
| Ohio | AVANTAX INVESTMENT SERVICES, INC. | 1990-10-09 | CORPORATION SERVICE COMPANY | — | Active | |
| Oklahoma | H. D. VEST INVESTMENT SECURITIES, INC. | 1997-09-02 | CORPORATION SERVICE COMPANY | — | Active | |
| Oregon | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-02 | CORPORATION SERVICE COMPANY | LISA GOKOfficerANDY WATTSOfficer | Active | |
| Pennsylvania | Avantax Investment Services, Inc. | 1997-09-02 | — | Lisa GokOfficer, DirectorKeith ShoresOfficer3 more | Active | |
| Rhode Island | Avantax Advisory Services, Inc. | 1997-09-02 | CORPORATION SERVICE COMPANY | LISA GOKDirector, OfficerANDY WATTSOfficer3 more | Active | |
| Rhode Island | Avantax Investment Services, Inc. | 1997-09-02 | CORPORATION SERVICE COMPANY | LISA GOKOfficer, DirectorJOSEPH D. NEARYDirector3 more | Active | |
| South Carolina | Avantax Investment Services , Inc. | 1997-09-02 | CORPORATION SERVICE CO | — | Active | |
| South Dakota | Avantax Investment Services, Inc. | 1986-01-14 | CORPORATION SERVICE COMPANY | — | Active | |
| Tennessee | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-02 | CORPORATION SERVICE COMPANY | — | Active | |
| Texas | Avantax Investment Services, Inc. | 1983-04-13 | Corporation Service Company dba CSC - Lawyers Incorporating Service Company | David Van HavermaatOfficerJoseph NearyOfficer9 more | Active | |
| Utah | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-02 | CORPORATION SERVICE COMPANY | JEFFREY R. BUCHHEISTEROfficerWENDY WALTONOfficer14 more | Active | |
| Virginia | Avantax Investment Services, Inc. | 1997-10-29 | CORPORATION SERVICE COMPANY | Lisa GokOfficerKeith ShoresOfficer3 more | Active | |
| Vermont | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-02 | CORPORATION SERVICE COMPANY | Michael DurbinOfficerChristopher RodOfficer, Director9 more | Suspended | |
| Washington | AVANTAX INVESTMENT SERVICES, INC. | 1998-05-21 | CORPORATION SERVICE COMPANY | TODD C MACKAYDirectorJOSEPH D. NEARYDirector3 more | Active | |
| Wisconsin | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-02 | CORPORATION SERVICE COMPANY | — | Active | |
| West Virginia | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-03 | CORPORATION SERVICE COMPANY | LISA GOKOfficer, DirectorANDY WATTSOfficer2 more | Active | |
| Wyoming | Avantax Investment Services, Inc. | 2009-11-02 | Corporation Service Company | — | Active | |
| Wyoming | H. D. Vest Investment Securities, Inc. | 1985-12-23 | C T Corporation System | — | Revoked | |
| Wyoming | H. D. Vest Investment Securities, Inc. | 1999-08-09 | Corporation Service Company | Neal HeifetzDirectorRoger C OchsOfficer2 more | Revoked | |
Companies and people linked to Avantax Investment Services, Inc. in the state registers through shared officers, a shared registered agent, shared filing contacts or a shared address. Service companies file for many unrelated businesses — a shared agent, address or contact alone does not prove affiliation.
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Companies adjacent to Avantax Investment Services, Inc. in the Montana Secretary of State register, in alphabetical order.
Netstate aggregates public records from federal, state and municipal sources; records are matched to this company by its registered legal names. Latest source snapshot 2026-06-16. Document getpalm-companies/5011-1697-7475.