Detail by Entity Name

Foreign Profit Corporation

CHARLES SCHWAB INVESTMENT ADVISORY, INC.

Filing Information
F18000001938 27-1073440 04/24/2018 DE ACTIVE
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 Director

Quinn, William F.
211 Main Street
San Francisco, CA 94105
Title Assistant Corporate Secretary

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

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

Duffy, Alyssa
211 Main Street
San Francisco, CA 94105
Title President and Chief Executive Officer

Aguilar, Omar
211 Main Street
San Francisco, CA 94105
Title Director

Aguilar, Omar
211 Main Street
San Francisco, CA 94105
Title CFO

Niedermeier, Stacy
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 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 Assistant Corporate Secretary

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

Allen, Peter Blake
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 03/01/2023
2024 04/05/2024

Document Images
04/05/2024 -- ANNUAL REPORT View image in PDF format
03/01/2023 -- ANNUAL REPORT View image in PDF format
04/01/2022 -- ANNUAL REPORT View image in PDF format
04/22/2021 -- 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
04/24/2018 -- Foreign Profit View image in PDF format