229 results
8-K
EX-99.1
AVTA
Avantax, Inc.
27 Nov 23
Cetera Holdings Announces Close of Avantax Acquisition
5:01pm
and $145 billion in assets under management, as of September 25, 2023. In a recent advisor satisfaction survey of more than 21,000 reviews, Cetera's … Voice of Customer (VoC) program vigorously measures advisor experience and satisfaction 24/7. Currently, it's ranked 4.8 out of 5 stars.
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DEFM14A
AVTA
Avantax, Inc.
16 Oct 23
Proxy related to merger
5:00pm
to the satisfaction or (to the extent not prohibited by law) waiver by Avantax, Parent and Acquisition Sub at or prior to the effective time … of the merger.
The obligations of Parent and Acquisition Sub to effect the merger are subject to the satisfaction or (to the extent not prohibited by law
PREM14A
AVTA
Avantax, Inc.
6 Oct 23
Preliminary proxy related to merger
5:23pm
to consummate the merger are subject to the satisfaction or (to the extent not prohibited by law) waiver by Avantax, Parent and Acquisition Sub … to the satisfaction or (to the extent not prohibited by law) waiver by Parent at or prior to the effective time of the following additional conditions:
the accuracy
8-K
AVTA
Avantax, Inc.
11 Sep 23
Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings
8:37am
Parent in writing of such satisfaction or waiver and that the Company is ready, willing and able to consummate the Merger and (iii) Parent fails
8-K
EX-2.1
AVTA
Avantax, Inc.
11 Sep 23
Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings
8:37am
. (New York City time) on a date to be specified by the Company and Parent, but no later than the third (3rd) Business Day after the satisfaction … are to be satisfied at the Closing, but subject to the satisfaction or, to the extent not prohibited by Law, waiver of such conditions by the party hereto
8-K
EX-99.1
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11 Sep 23
Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings
8:37am
S-8
EX-5.1
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8 May 23
Registration of securities for employees
5:17pm
8-K
EX-10.1
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4 Apr 23
Entry into a Material Definitive Agreement
4:29pm
8-K
EX-99.1
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1 Nov 22
Has Entered Into Definitive Agreement to Sell Tax Software Business for $720 Million in Cash
7:05am
8-K
EX-2.1
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1 Nov 22
Has Entered Into Definitive Agreement to Sell Tax Software Business for $720 Million in Cash
7:05am
8-K
EX-99.1
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22 Jun 22
Regulation FD Disclosure
6:10am
DEFA14A
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16 Feb 22
Additional proxy soliciting materials
5:30pm
8-K
EX-10.1
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4 Feb 22
Departure of Directors or Certain Officers
5:21pm
8-K
EX-99.1
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20 Jan 22
Regulation FD Disclosure
8:14am
8-K
EX-99.1
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10 Dec 21
Regulation FD Disclosure
9:00am