AVANTAX INVESTMENT SERVICES, INC. is a Vermont corporation, registered on September 2, 1997. It is based at 3200 Olympus Blvd., Ste 100, Dallas, TX, 75019, United States. The company is currently listed as suspended on the Vermont register and is registered under company number 68643. Its officers and directors on record include Michael Durbin, Christopher Rod, Todd Mackay, among 14 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 |
| Principal address | 3200 Olympus Blvd., Ste 100Dallas75019TXUnited States |
| Mailing address | 3200 Olympus Blvd, Ste 100, Coppell, TX, 75019 |
| Registration state | Vermont |
| Status | Suspended |
| Formed in | Texas (foreign registration) |
| Home company | Avantax Investment Services, Inc. · Active |
| Registered | 2 September 1997 (about 29 years ago) |
| Officers & directors | Michael Durbin |
| Entity type | Corporation |
|---|
| Standing | not compliant |
|---|
| Company number | 68643 |
|---|
| Registered agent | CORPORATION SERVICE COMPANY |
|---|
| Source registry | Vermont Secretary of State · updated 15 June 2026 |
|---|
| Public records | 1 SoS registration |
|---|
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.
Direct email, phone, website, address and the contact person are unlocked with a Pro subscription. Create an account to reveal them.
| State | Business name | Filed | Registered agent | Officers | Status | |
|---|---|---|---|---|---|---|
| VermontTHIS | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-02 | CORPORATION SERVICE COMPANY | Michael DurbinOfficerChristopher RodOfficer, Director9 more | Suspended | |
Filing ID 68643 Jurisdiction Foreign · CorporationFormed in Texas Principal address 3200 Olympus Blvd., Ste 100, Dallas, TX, 75019, United States Registered agent CORPORATION SERVICE COMPANY100 NORTH MAIN STREET, SUITE 2, BARRE, VT, 05641 Officers Michael DurbinOfficer Christopher RodOfficer, Director Todd MackayDirector, Officer Melissa LonerDirector, Officer Joseph NearyOfficer David Van HavermaatOfficer Winnie LeeOfficer Lisa GokOfficer Jeffrey BuchheisterOfficer Gary ChaffinOfficer Keith ShoresOfficer | ||||||
| Arkansas | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-02 | CORPORATION SERVICE COMPANY | SEE FILEOfficerANDY WATTSOfficer4 more | Active | |
| District of Columbia | AVANTAX INVESTMENT SERVICES INC | 1999-09-21 | CORPORATION SERVICE COMPANY | — | 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 | |
| Indiana | AVANTAX INVESTMENT SERVICES, INC. | 1986-04-28 | CORPORATION SERVICE COMPANY | — | Active | |
| Maine | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-02 | CORPORATION SERVICE COMPANY | — | Active | |
| Montana | Avantax Investment Services, Inc. | 1997-09-02 | CORPORATION SERVICE COMPANY | Joseph D. NearyDirectorAndy WattsOfficer3 more | Active | |
| Rhode Island | Avantax Advisory Services, Inc. | 1997-09-02 | CORPORATION SERVICE COMPANY | LISA GOKDirector, OfficerANDY WATTSOfficer3 more | 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 | |
| West Virginia | AVANTAX INVESTMENT SERVICES, INC. | 1997-09-03 | CORPORATION SERVICE COMPANY | LISA GOKOfficer, DirectorANDY WATTSOfficer2 more | Active | |
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.
company person group former role
Browse the indexed registries by state, or look up any debtor name free, at UCC lien search.
Federal court records load when you reach this section.
Companies adjacent to AVANTAX INVESTMENT SERVICES, INC. in the Vermont Secretary of State register, in alphabetical order.
7 companies are registered at 3200 Olympus Blvd., Ste 100, Dallas — shared registered-office and agent addresses are common; a shared address alone does not link businesses.
Netstate aggregates public records from federal, state and municipal sources; records are matched to this company by its registered legal names. Latest source snapshot 2026-08-08. Document getpalm-companies/7692-6769-7364.