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

License Renewal Information

Class	Invoice Date	Response Due / Expiration Date	Response Received Date	Payment Received Date	Renewal Complete
Agent	01/15/2025	03/31/2025	01/07/2025	01/07/2025	Yes

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
Pending	Maloney, Daniel	1387778	Agent - Life
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
Pending	Powell, Nichole Marie	1378399	Agent - Health
Pending	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