Detail by Entity Name
Foreign Profit Corporation
CHARLES SCHWAB INVESTMENT ADVISORY, INC.
Filing Information
F18000001938
27-1073440
04/24/2018
DE
INACTIVE
WITHDRAWAL
08/08/2024
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: 08/08/2024
3000 SCHWAB WAY
ATTN. CORPORATE SECRETARY
WESTLAKE, TX 7626-2
ATTN. CORPORATE SECRETARY
WESTLAKE, TX 7626-2
Changed: 08/08/2024
Registered Agent Name & Address
NONE
Registered Agent Revoked: 08/08/2024
Registered Agent Revoked: 08/08/2024
Officer/Director Detail
Name & Address
Title Director
Quinn, William F.
Title Assistant Corporate Secretary
Flor, Laura Garcia
Title Corporate Secretary
Tate, Kristopher
Title Chief Compliance Officer
Duffy, Alyssa
Title President and Chief Executive Officer
Aguilar, Omar
Title Director
Aguilar, Omar
Title CFO
Niedermeier, Stacy
Title Managing Director and Treasurer
Quinn, William F.
Title Managing Director and Corporate Controller
Thacker, F. Aubrey
Title Assistant Corporate Secretary
Salvesen, Jeffrey E.
Title Assistant Corporate Secretary
Talbot, Paul W.
Title Assistant Corporate Secretary
Knelsen, Tanis
Title Assistant Corporate Secretary
Allen, Peter Blake
Title Director
Niedermeier, Stacy
Title Director
Quinn, William F.
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 Corporate Secretary
Tate, Kristopher
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title Chief Compliance Officer
Duffy, Alyssa
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title President and Chief Executive Officer
Aguilar, Omar
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title Director
Aguilar, Omar
211 Main Street
San Francisco, CA 94105
San Francisco, CA 94105
Title CFO
Niedermeier, Stacy
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 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 Assistant Corporate Secretary
Knelsen, Tanis
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 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 | 03/01/2023 |
2024 | 04/05/2024 |
Document Images