AVANTAX, INC.

PrivateCIK: 1068875
Location

DALLAS, TX

Total Insiders

30

Active leadership & owners

Board Directors

16

Governing body

Corporate Officers

15

Executive management

10%+ Owners

0

Major shareholders

Active Insiders

30

Currently serving

Former Insiders

0

Past roles

ALDRICH STEVEN
Director
Position—
TenureSince May 2019
Holdings—
ATWELL WILLIAM L
Director
Position—
TenureSince May 2019
Holdings—
CLENDENING JOHN S
DirectorOfficer
PositionPresident and CEO
TenureSince Jul 2018
Holdings—
DUNN LANCE G
Director
Position—
TenureSince Sep 2018
Holdings—
ERNST MARK A
Director
Position—
TenureSince Mar 2020
Holdings—
GARDNER H. MCINTYRE
Director
Position—
TenureSince Aug 2018
Holdings—
HAYLES CAROL
Director
Position—
TenureSince Jul 2018
Holdings—
KOTECHA KANAYALAL AMRITLAL
Director
Position—
TenureSince Mar 2022
Holdings—
LEAMAN J RICHARD III
Director
Position—
TenureSince Mar 2022
Holdings—
MACILWAINE JOHN
Director
Position—
TenureSince Jul 2018
Holdings—
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