Detail by Officer/Registered Agent Name
Foreign Profit Corporation
SCHWAB WEALTH ADVISORY, INC.
Filing Information
F12000001886
45-3147872
05/03/2012
DE
ACTIVE
AMENDMENT AND NAME CHANGE
06/30/2022
NONE
Principal Address
Changed: 04/05/2024
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Changed: 04/05/2024
Mailing Address
Changed: 04/05/2024
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Changed: 04/05/2024
Registered Agent Name & Address
C T CORPORATION SYSTEM
1200 SOUTH PINE ISLAND ROAD
PLANTATION, FL 33324
PLANTATION, FL 33324
Officer/Director Detail
Name & Address
Title Corporate Secretary
Tate, Kristopher
Title Chief Compliance Officer
Waldron, KC
Title Assistant Corporate Secretary
Allen, Peter Blake
Title Assistant Corporate Secretary
Knelsen, Tanis
Title Assistant Corporate Secretary
Salvesen, Jeffrey E.
Title Assistant Corporate Secretary
Talbot, Paul W.
Title Managing Director
Van Horn, Andy
Title Managing Director
Robinson, Jennifer
Title Managing Director
Hammond, Robert
Title Managing Director and Treasurer
Quinn, William F.
Title Managing Director and Corporate Controller
Thacker, F. Aubrey
Title CFO
Hall, Steven J.
Title Managing Director
Benvenuto, Courtney
Title Assistant Corporate Secretary
Stratton, Michelle
Title Director
Quinn, William F.
Title President
Olson, Bryan L.
Title Assistant Corporate Secretary
Flor, Laura Garcia
Title Director
Niedermeier, Stacy
Title Corporate Secretary
Tate, Kristopher
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title Chief Compliance Officer
Waldron, KC
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title Assistant Corporate Secretary
Allen, Peter Blake
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title Assistant Corporate Secretary
Knelsen, Tanis
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title Assistant Corporate Secretary
Salvesen, Jeffrey E.
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title Assistant Corporate Secretary
Talbot, Paul W.
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title Managing Director
Van Horn, Andy
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title Managing Director
Robinson, Jennifer
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title Managing Director
Hammond, Robert
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title Managing Director and Treasurer
Quinn, William F.
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title Managing Director and Corporate Controller
Thacker, F. Aubrey
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title CFO
Hall, Steven J.
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title Managing Director
Benvenuto, Courtney
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title Assistant Corporate Secretary
Stratton, Michelle
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title Director
Quinn, William F.
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title President
Olson, Bryan L.
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title Assistant Corporate Secretary
Flor, Laura Garcia
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title Director
Niedermeier, Stacy
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Annual Reports
Report Year | Filed Date |
2022 | 04/01/2022 |
2023 | 03/31/2023 |
2024 | 04/05/2024 |
Document Images