DEPARTMENT OF INSURANCE

Affiliations

Name	Avantax Planning Partners Inc	DOIID	757240	NAIC NPN	2109422

License - Line of Authority Information

Status	Residency	Class	Line of Authority	Active Date	License Expiration Date
Active	Non Resident	Agent	Health	8/9/2023	3/31/2027
Active	Non Resident	Agent	Life	6/28/2011	3/31/2027
* If a status Is Pending, Pending Replacement,Or the record displays Affidavit On File, click On them For more details.

Appointments with the following Insurers

Status	Affiliation Name	DOI Number	Line of Authority	Active Date	Inactive Date
Active	Banner Life Insurance Company	301696	Agent - Life	5/26/2023
Inactive	Equitable Financial Life Insurance Company	300808	Agent - Health	1/2/2017	7/1/2023
Active	Equitable Financial Life Insurance Company	300808	Agent - Life	1/2/2017
Inactive	Equitable Financial Life Insurance Company of America	301772	Agent - Health	1/2/2017	7/1/2023
Active	Equitable Financial Life Insurance Company of America	301772	Agent - Life	1/2/2017
Inactive	Fidelity & Guaranty Life Insurance Company	301359	Agent - Life	10/8/2021	7/17/2023
Active	Lincoln National Life Insurance Company (The)	301382	Agent - Health	7/23/2024
Active	Lincoln National Life Insurance Company (The)	301382	Agent - Life	1/10/2017
Inactive	Principal Life Insurance Company	300129	Agent - Health	10/4/2020	7/1/2023
Active	Principal Life Insurance Company	300129	Agent - Life	10/4/2020
Inactive	Pruco Life Insurance Company	300954	Agent - Health	4/7/2022	7/1/2023
Active	Pruco Life Insurance Company	300954	Agent - Life	4/7/2022
Inactive	State Life Insurance Company	301497	Agent - Health	8/24/2012	7/1/2023
Active	State Life Insurance Company	301497	Agent - Life	8/24/2012
Inactive	Symetra Life Insurance Company	301691	Agent - Health	11/9/2016	7/1/2023
Active	Symetra Life Insurance Company	301691	Agent - Life	11/9/2016

Designated Individuals

Status	Affiliation Name	DOI Number	Line of Authority	Active Date	Inactive Date
Active	Allen, Jason	1192773	Agent - Health	8/9/2023
Active	Allen, Jason	1192773	Agent - Life	8/8/2023
Denied	Dardis, Francis	620229	Agent - Health
Denied	Dardis, Francis	620229	Agent - Life
Inactive	Jorgensen, Michael	364408	Agent - Health	8/26/2021	4/30/2023
Inactive	Jorgensen, Michael	364408	Agent - Life	6/3/2021	4/30/2023
Denied	King, David	965089	Agent - Health
Active	King, David	965089	Agent - Life	8/16/2024
Pending	Maloney, Daniel	1387778	Agent - Health
Active	Maloney, Daniel	1387778	Agent - Life	6/9/2025
Inactive	Pagano, Michael Anthony	367490	Agent - Health	7/24/2020	1/1/2023
Inactive	Pagano, Michael Anthony	367490	Agent - Life	7/24/2020	1/1/2023
Denied	Polston, Jordan Franklin	1336158	Agent - Health
Denied	Polston, Jordan Franklin	1336158	Agent - Life
Denied	Powell, Nichole Marie	1378399	Agent - Health
Denied	Powell, Nichole Marie	1378399	Agent - Life
Inactive	Rosalez, Louie A	756420	Agent - Health	6/28/2011	7/24/2020
Inactive	Rosalez, Louie A	756420	Agent - Life	6/28/2011	7/24/2020
Denied	Runyon, Aaron	1265085	Agent - Health
Active	Runyon, Aaron	1265085	Agent - Life	4/6/2023
Active	Sell, Zachary	916575	Agent - Life	6/3/2024
Denied	Wininger, Kyle Steven	1075040	Agent - Health
Denied	Wininger, Kyle Steven	1075040	Agent - Life