AVANTAX, INC.
AVANTAX, INC. is a registered legal entity registered in United States under 0803253710, and its current status with Texas Secretary of State — SOSDirect is active. The company was incorporated on 26 February 2019 and lists its registered address as WILMINGTON, United States. No shareholders are recorded for AVANTAX, INC.; ownership in this jurisdiction is held as the stock ledger under state corporate law (e.g. §219 of the Delaware General Corporation Law), a record kept privately rather than filed publicly. No beneficial owner (UBO) data is recorded for AVANTAX, INC.; access to beneficial-ownership data in this jurisdiction is governed by its own register rules. This profile is sourced directly from Texas Secretary of State — SOSDirect and was last updated on 15 October 2026.
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Officers
5
The President & Ceo of AVANTAX, INC. currently on record is CHRISTOPHER WALTERS; five officers are currently on record for AVANTAX, INC., filed with Texas Secretary of State — SOSDirect.
The register reports 8 officers in total, including past appointments, though only the 5 most relevant records are shown here.
The source filing doesn't specify representation authority — whether officers can act individually or must sign jointly to bind the company — so that detail isn't available here.
Group Structure
AVANTAX, INC. sits 1 level below its ultimate parent, Cetera Financial Group, Inc., registered in United States. 18 subsidiaries are recorded beneath it, across 1 jurisdiction. The full chain up to Cetera Financial Group, Inc. is derived by walking shareholder filings across jurisdictions; no link in it is independently corroborated by AVANTAX, INC.'s own shareholder record. Each of these downward relationships is derived rather than filed: resolved by matching entities across the registry network, not stated directly in a single document.
Those 18 subsidiaries span United States jurisdiction, though this list should not be read as complete — subsidiaries only become visible here where shareholder data has actually been filed with a register, so holdings in jurisdictions without that filing simply won't appear. Four of the 18 go a level deeper still, with their own further subsidiaries recorded beneath them — additional ownership layers this view doesn't expand.
Cetera Financial Group, Inc.
United States
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Frequently Asked Questions
Who is AVANTAX, INC.'s UBO (Ultimate Beneficial Owner)?
No Ultimate Beneficial Owner (UBO) data is recorded for AVANTAX, INC.; access to beneficial-ownership data in this jurisdiction is governed by its own register rules.
What is AVANTAX, INC.'s company registration number?
AVANTAX, INC.'s registration number is 0803253710, filed with Texas Secretary of State — SOSDirect in United States. Its current status on the register is active.
Is AVANTAX, INC. still an active company?
AVANTAX, INC.'s status on Texas Secretary of State — SOSDirect is listed as active.
When was AVANTAX, INC. incorporated?
AVANTAX, INC. was incorporated on 26 February 2019, according to Texas Secretary of State — SOSDirect.
What is AVANTAX, INC.'s registered address?
The registered address on file for AVANTAX, INC. is WILMINGTON, United States.
Who are the officers/directors of AVANTAX, INC.?
The President & Ceo of AVANTAX, INC. currently on record is CHRISTOPHER WALTERS; five officers are currently on record for AVANTAX, INC., filed with Texas Secretary of State — SOSDirect.
Does AVANTAX, INC. have a parent company or subsidiaries?
AVANTAX, INC. sits 1 level below its ultimate parent, Cetera Financial Group, Inc., registered in United States. 18 subsidiaries are recorded beneath it, across 1 jurisdiction. Those 18 subsidiaries span United States jurisdiction, though this list should not be read as complete — subsidiaries only become visible here where shareholder data has actually been filed with a register, so holdings in jurisdictions without that filing simply won't appear. Four of the 18 go a level deeper still, with their own further subsidiaries recorded beneath them — additional ownership layers this view doesn't expand.
Can Zavia monitor changes to AVANTAX, INC.'s ownership over time?
This profile reflects a point-in-time snapshot from Texas Secretary of State — SOSDirect. Zavia's monitoring API can track changes to AVANTAX, INC.'s registered shareholders, officers, and group structure going forward, flagging updates as they're filed rather than requiring a manual recheck.
Can I access AVANTAX, INC.'s data through an API?
Yes. Zavia's API connects directly to official government ownership registries across 195 countries and territories, including United States, so records like AVANTAX, INC.'s registration, shareholder, UBO, and group-structure data can be queried programmatically instead of viewed one page at a time.
Where does this company information come from, and how current is it?
This record is sourced directly from Texas Secretary of State — SOSDirect and was last synced on 15 October 2026.