black and white state seal

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE

AVANTAX INSURANCE AGENCY LLC

NON-RESIDENT PRODUCER AGENCY

License Number:
AGN64706
Status:
First Licensure:
09/09/1999
Cancel Date:
None
Renewal Date:
04/01/2027

Street Location:
3200 OLYMPUS BLVD STE 100
COPPELL, TX 75019-5889
Mailing:
3200 OLYMPUS BLVD STE 100
COPPELL, TX 75019-5889
Phone:
+1 (866) 218-8206
Fax:
+1 (972) 870-6455
Email:
licensing@avantax.com

History

License Type Start Date End Date
NON-RESIDENT PRODUCER AGENCY 09/09/1999 04/01/2027

Employer

Name Issue Date License Number Expiration Date Cancel Date
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA
09/10/2002 LHF846
AMERICAN ENTERPRISE LIFE INSURANCE COMPANY
03/02/2005 LHF48098 12/31/2006
AMERICAN GENERAL LIFE INSURANCE COMPANY
07/09/2004 LHF119 10/25/2012
AMERICAN GENERAL LIFE INSURANCE COMPANY
12/14/2012 LHF119
AUGUSTAR LIFE ASSURANCE CORPORATION
08/20/2015 LHF45031 01/04/2019
AUGUSTAR LIFE INSURANCE COMPANY
12/09/2010 LHF979 01/04/2019
BANNER LIFE INSURANCE COMPANY
09/10/2014 LHF50047
BRIGHTHOUSE LIFE INSURANCE COMPANY
06/24/2003 LHF277
CMFG LIFE INSURANCE COMPANY
06/03/2021 LHF155
DELAWARE LIFE INSURANCE COMPANY
11/25/2003 LHF720
EAGLE LIFE INSURANCE COMPANY
05/20/2019 LHF188352
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
07/19/2018 LHF874
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY
10/10/2002 LHF407 05/27/2021
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
06/23/2003 LHF916
FIDELITY & GUARANTY LIFE INSURANCE COMPANY
05/16/2023 LHF168
FORETHOUGHT LIFE INSURANCE COMPANY
04/11/2013 LHF1013
FORTITUDE LIFE INSURANCE & ANNUITY COMPANY
12/19/2017 LHF770
GUARDIAN INSURANCE & ANNUITY COMPANY INC
10/17/2003 LHF27827
ILLINOIS MUTUAL LIFE INSURANCE COMPANY
09/02/2004 LHF80890
INTEGRITY LIFE INSURANCE COMPANY
04/06/2023 LHF262166
JACKSON NATIONAL LIFE INSURANCE COMPANY
04/16/2002 LHF45199
JEFFERSON NATIONAL LIFE INSURANCE COMPANY
02/22/2002 LHF682 09/30/2009
JEFFERSON PILOT FINANCIAL INSURANCE COMPANY
01/22/2000 LHF933 07/02/2007
JEFFERSON PILOT LIFE INSURANCE COMPANY
01/27/2000 LHF42700 04/02/2007
JOHN HANCOCK LIFE INSURANCE COMPANY
11/01/1999 LHF264 01/08/2010
JOHN HANCOCK LIFE INSURANCE COMPANY (USA)
01/04/2008 LHF210
JOHN HANCOCK VARIABLE LIFE INSURANCE COMPANY
04/01/2002 LHF858 11/13/2007
KEYPORT LIFE INSURANCE COMPANY
05/07/2002 LHF201 12/31/2003
LINCOLN BENEFIT LIFE COMPANY
02/25/2003 LHF973 07/11/2014
LINCOLN NATIONAL LIFE INSURANCE COMPANY-THE
09/24/1999 LHF619
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
05/18/2016 LHF17
METLIFE INVESTORS INSURANCE COMPANY
10/22/2007 LHF134734 11/14/2014
METLIFE INVESTORS USA INSURANCE COMPANY
12/21/2005 LHF934 11/14/2014
METLIFE LIFE AND ANNUITY COMPANY OF CONNECTICUT
06/24/2003 LHF50128 12/07/2007
METROPOLITAN LIFE INSURANCE COMPANY
10/06/2006 LHF380
NASSAU LIFE INSURANCE COMPANY
12/23/2004 LHF248 04/09/2013
NATIONAL INTEGRITY LIFE INSURANCE COMPANY
06/24/2009 LHF681 11/29/2022
NATIONAL INTEGRITY LIFE INSURANCE COMPANY
04/06/2023 LHF681
NATIONWIDE LIFE & ANNUITY INSURANCE COMPANY
09/13/2007 LHF62021
NATIONWIDE LIFE INSURANCE COMPANY
09/13/2007 LHF29
NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION
11/26/2014 LHF867
PACIFIC LIFE INSURANCE COMPANY
01/24/2000 LHF237
PEOPLES BENEFIT LIFE INSURANCE COMPANY
09/09/1999 LHF223 10/01/2007
PRINCIPAL LIFE INSURANCE COMPANY
09/30/2002 LHF406
PROTECTIVE LIFE INSURANCE COMPANY
09/23/2002 LHF888
PROVIDENT LIFE & ACCIDENT INSURANCE COMPANY
06/13/2002 LHF250 03/29/2007
PRUCO LIFE INSURANCE COMPANY
09/19/1999 LHF768
PRUDENTIAL INSURANCE COMPANY OF AMERICA
09/19/1999 LHF252 02/01/2004
PRUDENTIAL INSURANCE COMPANY OF AMERICA
08/02/2004 LHF252
RELIASTAR LIFE INSURANCE COMPANY
10/21/2004 LHF22 03/09/2018
STATE LIFE INSURANCE COMPANY
05/21/2018 LHF984 01/15/2025
SUNAMERICA ANNUITY AND LIFE ASSURANCE COMPANY
10/27/2008 LHF646 12/31/2012
SYMETRA LIFE INSURANCE COMPANY
04/06/2021 LHF777
TALCOTT RESOLUTION LIFE AND ANNUITY INSURANCE COMPANY
08/04/2004 LHF660
TALCOTT RESOLUTION LIFE INSURANCE COMPANY
08/04/2004 LHF822
TRANSAMERICA LIFE INSURANCE COMPANY
10/11/2001 LHF726
TRANSAMERICA PREMIER LIFE INSURANCE COMPANY
08/31/2007 LHF825 10/01/2020
UNUM LIFE INSURANCE COMPANY OF AMERICA
06/13/2002 LHD145 03/29/2007
VENERABLE INSURANCE AND ANNUITY COMPANY
02/09/2009 LHF841 05/18/2018
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY
04/10/2008 LHF766 12/19/2015
WESTERN NATIONAL LIFE INSURANCE COMPANY
09/06/2002 LHF50722 12/31/2012

Affiliated Agent

Name Issue Date License Number Expiration Date Cancel Date
SAMIR AHMED
10/06/2023 PRN314185
JASON ALLEN
06/22/2022 PRN412914
JANET E. CARPENTER
06/03/2016 PRN268160
EMILY ANN CROWLEY
06/28/2010 PRN176901
JOHN CULHANE
09/13/2023 PRN463078
SCOTT D. DEABAY
06/28/2010 PRR135491
ROBERT WAYNE DOWNING
06/28/2010 PRN176903
SCOTT ELLIS
12/30/2024 PRN504336
HOSS ESMAEILI
11/30/2023 PRN173499
LYNN DAVID FLETCHER
06/28/2010 PRN111236
TROY GOLDBERG
12/13/2023 PRN471636
RICHARD P. GOSS III
06/28/2012 PRN204718
NICHOLAS GROMAN
02/27/2024 PRN477437
LEVI HAIGHT
08/04/2021 PRN366752
ERIN LYNN HINZMANN
05/07/2024 PRN221800
BHARATKUMAR H. JANI
07/09/2010 PRN100242
RICHARD KASPRAK
07/07/2016 PRN268964
DAREN WAYNE KELLEY
01/28/2011 PRR186357
FRANK H. KELLY
11/29/2019 PRN344185
KEVIN KELLY
10/28/2022 PRN435601
DAVID KING
06/14/2024 PRN485790
CHRISTOPHER KIRKLAND
10/31/2022 PRN435847
MICHAEL R. KOBS
10/04/2018 PRN318625
WARREN S. LEIBOWITZ
06/28/2010 PRN134392
DALE LEWIS
10/03/2022 PRN432719
WILLIAM M. MACDONALD
06/28/2010 PRR93148
DANIEL P. MCCABE
07/11/2016 PRN270140
COLIN MCGEE
12/16/2022 PRN439800
SCOTT D. MURRAY
04/09/2012 PRN192438
MATTHEW ERNEST NYE
06/28/2010 PRR141752
BRIAN EDWARD ORR
03/10/2025 PRN410580
MICHAEL PARTEE
01/23/2023 PRN205511
RANDAL C. PETERS
06/28/2010 PRR40643
TIMOTHY G. POWELL
08/25/2023 PRN358007
HOLLY DIANE PYE
06/28/2010 PRR38687
MATTHEW RICE
02/02/2023 PRN443018
JEFFREY T. RIDDLE
06/28/2010 PRN77326
MARK ROSS
01/03/2019 PRN308265
CARY DWIGHT RUBMAN
06/28/2010 PRN138076
EDWARD RYAN
02/06/2024 PRN475643
JAMES J. SLAWSKI
01/12/2011 PRN186309
DWAYNE L. SNYDER
06/23/2022 PRN411537
STUART STEIN
12/19/2023 PRN262757
DANIEL WILLIAM STOTT
02/15/2023 PRR443544
THOMAS M. SULLIVAN
02/04/2022 PRN304169
SEAN C. THOMAS
08/17/2015 PRR141754
MARC S. WAGNER
06/28/2010 PRN138664
STANLEY WARNER
09/15/2023 PRN463638
ROBERT A. ZAPPITELLI
10/20/2016 PRN277319

Branch Office

None.

Supervised Entity

None.

Responsible Individual

Name License Number
JASON ALLEN PRN412914

License/Disciplinary Action

None.

GENERAL INFORMATION

NAIC Information

National Producer Number (NPN):
2753960

Address Directions

Directions to Physical Address
ADDRESS IS CORRECT...IT'S JUST A NEW DEVELOPMENT (SEE NOTES).

An active license/permit may still be subject to limitations and restrictions as a result of disciplinary action imposed. Please contact the specific licensing board about specific disciplinary actions.

Date: 05/15/2025 11:44:03 PM