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
211 Main Street
San Francisco, CA 94105
Changed: 04/05/2024
Mailing Address
211 Main Street
San Francisco, CA 94105
Changed: 04/05/2024
Registered Agent Name & Address C T CORPORATION SYSTEM
1200 SOUTH PINE ISLAND ROAD
PLANTATION, FL 33324
Officer/Director Detail Name & Address

Title Corporate Secretary

Tate, Kristopher
211 Main Street
San Francisco, CA 94105
Title Chief Compliance Officer

Waldron, KC
211 Main Street
San Francisco, CA 94105
Title Assistant Corporate Secretary

Allen, Peter Blake
211 Main Street
San Francisco, CA 94105
Title Assistant Corporate Secretary

Knelsen, Tanis
211 Main Street
San Francisco, CA 94105
Title Assistant Corporate Secretary

Salvesen, Jeffrey E.
211 Main Street
San Francisco, CA 94105
Title Assistant Corporate Secretary

Talbot, Paul W.
211 Main Street
San Francisco, CA 94105
Title Managing Director

Van Horn, Andy
211 Main Street
San Francisco, CA 94105
Title Managing Director

Robinson, Jennifer
211 Main Street
San Francisco, CA 94105
Title Managing Director

Hammond, Robert
211 Main Street
San Francisco, CA 94105
Title Managing Director and Treasurer

Quinn, William F.
211 Main Street
San Francisco, CA 94105
Title Managing Director and Corporate Controller

Thacker, F. Aubrey
211 Main Street
San Francisco, CA 94105
Title CFO

Hall, Steven J.
211 Main Street
San Francisco, CA 94105
Title Managing Director

Benvenuto, Courtney
211 Main Street
San Francisco, CA 94105
Title Assistant Corporate Secretary

Stratton, Michelle
211 Main Street
San Francisco, CA 94105
Title Director

Quinn, William F.
211 Main Street
San Francisco, CA 94105
Title President

Olson, Bryan L.
211 Main Street
San Francisco, CA 94105
Title Assistant Corporate Secretary

Flor, Laura Garcia
211 Main Street
San Francisco, CA 94105
Title Director

Niedermeier, Stacy
211 Main Street
San Francisco, CA 94105
Annual Reports
Report YearFiled Date
2022 04/01/2022
2023 03/31/2023
2024 04/05/2024

Document Images
04/05/2024 -- ANNUAL REPORT View image in PDF format
03/31/2023 -- ANNUAL REPORT View image in PDF format
06/30/2022 -- Amendment and Name Change View image in PDF format
04/01/2022 -- ANNUAL REPORT View image in PDF format
04/23/2021 -- ANNUAL REPORT View image in PDF format
05/28/2020 -- ANNUAL REPORT View image in PDF format
03/18/2019 -- ANNUAL REPORT View image in PDF format
04/03/2018 -- ANNUAL REPORT View image in PDF format
04/06/2017 -- ANNUAL REPORT View image in PDF format
03/30/2016 -- ANNUAL REPORT View image in PDF format
04/13/2015 -- ANNUAL REPORT View image in PDF format
04/07/2014 -- ANNUAL REPORT View image in PDF format
04/05/2013 -- ANNUAL REPORT View image in PDF format
05/03/2012 -- Foreign Profit View image in PDF format