HD VEST Advisory Services Inc

AVANTAX ADVISORY SERVICES, INC., formerly known as HD VEST Advisory Services Inc, is a Texas-based corporation providing advisory services with a workforce of 2958 employees, all in advisory roles. The firm has a client base of 235 and is approved by the U.S. Securities and Exchange Commission since their registration on September 20, 1987.

• CASEY JAMES GRIFFIN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• CHRIS G ROD

  TREASURER owns less than 5%

• CRYSTAL MARIE CLIFFORD

  CHIEF OPERATIONS OFFICER owns less than 5%

• H.D. VEST, INC.

  SHAREHOLDER owns 75% or more

• TODD CHRISTOPHER MACKAY

  PRESIDENT owns less than 5%

• ENRIQUE MARTIN VASQUEZ

  PRESIDENT/SECRETARY owns less than 5%

• ROBERT COLBY JACKSON

  VP OF ADVISORY PLATFORMS owns less than 5%

• STEPHEN GARRETT SMITH

  REGULATORY COMPLIANCE owns less than 5%

• STEVEN MICHAEL WATKINS

  ASSISTANT SECRETARY owns less than 5%

• WENDY WYNETTE WALTON

  ASSISTANT SECRETARY owns less than 5%

• BLUCORA, INC.

  SHAREHOLDER owns 75% or more

• HDV HOLDINGS, INC.

  SHAREHOLDER owns 75% or more

• PROJECT BASEBALL SUB, INC.

  SHAREHOLDER owns 75% or more

• TAXACT HOLDINGS, INC

  SHAREHOLDER owns 75% or more

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